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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Oct 1

1 items

18:00Impact score 60
Hanza Incap NWC效率低于20%
Hanza与Incap净营运资金效率低于营收20%，领跑行业。Kitron持有1.17亿欧元客户存款，Lacroix与TT电子经重组后NWC改善。
利多
EMS厂商资本结构优化，供应链韧性增强。
Hanza, Incap and 8 totalFinancial/Earnings

Mon, Apr 27

1 items

08:46Impact score 60
聚灿光电Q1芯片价格提升，红黄光项目驱动增长
聚灿光电表示一季度芯片整体价格提升，由银镜、MiniLED等高端产品及红黄光产品快速放量驱动。公司预计全年价格上行趋势将保持并加速，红黄光项目将于2026-2027年带来显著营收与利润释放。
利多
明确的价格上涨指引及具体项目增长路径，预示相关LED芯片需求强劲，供应格局可能趋紧。
MiniLED LED Chip聚灿光电Financial/Earnings

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Chip Teardown Lab1 opened

Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.

Component price indexNPI, vs. prior period

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

Period 2026-W18