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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Apr 2

1 items

11:49Impact score 60
移动芯片库存调整冲击日月光等封测厂订单
智能手机新品备货前夕，移动芯片客户进入库存调整期，需求疲软已从IC设计传导至封测环节。行业旺季前，日月光、矽品、京元电子等台系封测厂订单增长将显著承压。
利空
封测环节订单动能减弱，预示短期价格与稼动率面临下行压力。
Mobile AP/SoCASE Group, Siliconware Precision Industries Co., Ltd. and 3 totalInventory Shift

Wed, Mar 4

1 items

19:44Impact score 45
传音内存短缺致生产放缓，MEA市占率暴跌
传音因内存短缺导致2025年第四季度生产放缓，旗下Infinix和TECNO品牌市占率严重下滑。三星与荣耀同期出货量分别增长53%和83%，抢占其份额。
利空
传音作为关键需求方采购减弱，对移动存储芯片构成负面需求冲击。
Mobile DRAM Mobile NAND FlashTranssionInventory 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