Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Oct 6

1 items

10:56Impact score 25
笔记本市场9月急剧下行
2026年上半年笔记本出货量超预期，但9月起市场急剧下行。与往年9月开启旺季不同，今年出现显著背离。
利空
供应链出现分化，ODM转向服务器，组件厂商寻求新增长点。
DRAM NAND Flash PC ComponentsODMs, Component ManufacturersInventory Shift

Thu, Mar 5

1 items

23:50Impact score 60
并行科技拟采购8066万GPU服务器及存储设备
并行科技拟采购不超8066万元GPU算力服务器及存储设备。此举旨在扩充算力基础设施，响应AI算力需求增长。
利多
GPU服务器及存储设备供应商需求预期。
GPU Server Storage Device浙江天极, 北京容天汇海Inventory 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