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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Aug 7

2 items

09:41Impact score 65
八家硅料企业承诺不降价
八家多晶硅企业签署倡议承诺不按低于成本价销售，此前市场监管总局刚开展价格合规指导。此举旨在遏制行业内卷，并落实能耗新标准以出清落后产能。
利多
硅料价格，防止价格战进一步恶化。
PolysiliconDomestic Polysilicon ManufacturersPolicy/Regulation
07:12Impact score 75
特朗普对多晶硅太阳能设最低价加征关税
特朗普签署行政令，对多晶硅及太阳能产品设定最低进口价格并加征15%关税。该措施将于2026年12月生效，旨在强化美国半导体与太阳能供应链。
利多
美国市场成本上升，刺激本土产能回流。
Polysilicon Solar Cells Solar ModulesPolicy/Regulation

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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