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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, May 25

1 items

20:43Impact score 60
丰田削减海外产量8.3万辆
丰田因物流受阻及油价上涨，削减6至11月海外产量8.3万辆。减产主要针对面向中东及亚洲市场的燃油车型。
利空
汽车芯片需求，短期压制相关芯片价格。
MCU Automotive Memory Power ICToyota Motor CorporationInventory Shift

Sat, Apr 18

1 items

21:20Impact score 65
海康威视中东安防需求回升，增加库存
海康威视一季度增加中东库存备货，接单量回升。物流恢复但运费仍处高位，公司认为冲突后安防需求将持续提升。
利多
看好中东后续业务发展。
安防监控设备安防芯片海康威视Inventory Shift

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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