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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

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

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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