Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Oct 14

1 items

10:45Impact score 85
存储部件进口激增1.5倍
海关总署数据显示，前三季度我国进口存储部件增长1.5倍。同期集成电路进口增长56.6%，显示关键零部件需求旺盛。
利多
需求激增将加剧供需矛盾，推高现货价格。
Storage Components Memory ChipsInventory Shift

Mon, Jun 15

1 items

12:57Impact score 60
Visionox加速ViP商业化，柔性OLED利用率降
Visionox加速ViP技术商业化，中国柔性OLED产能利用率下滑。受智能手机需求疲软及库存压力影响，行业面临供应过剩风险。
利空
价格承压。
Flexible OLEDVisionoxInventory Shift

Fri, May 29

1 items

04:10Impact score 5
M1 Max移植维修成本约600澳元
Reddit用户成功将M1 Max芯片及安全模块移植至供体板，修复成本约600澳元。此举凸显Apple Silicon高度集成设计及供体板稀缺的维修挑战。
关注
M1 MaxAppleInventory Shift

Fri, May 1

1 items

21:51Impact score 30
Powell供应Winchester Micro-D连接器库存充足
Powell Electronics宣布库存充足，提供Winchester Micro-D SMT连接器。该产品专为高可靠性、高振动环境设计，适用于国防、航空及工业领域。
中性
供应端确认库存充足，暂无价格波动压力。
Micro-D connectors Winchester Micro-D SMT connectorsPowell Electronics, WinchesterInventory Shift

You've reached the end

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