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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Apr 18

1 items

23:25Impact score 98
光纤价格暴涨650%，排产至2027年Q1
国内光纤企业一季度产销量同比增长超35%，海外销量增速超55%，部分规格价格涨幅高达650%，在手订单排产已至2027年Q1。G.657.A2光纤价格从32元飙升至240元，G.652.D均价涨幅超400%，运营商集采价格同步翻倍。
利多
供需极度紧张，企业加速扩产，现货价格将持续坚挺。
Optical Fiber Optical Fiber CableHengtong Optic-Electric, Far East HoldingPrice Movement

Thu, Mar 26

1 items

07:15Impact score 85
谷歌KV缓存压缩冲击需求，存储股普跌超3%
谷歌发布KV缓存压缩技术，美股存储板块集体下挫，闪迪与美光收跌超3.4%。市场担忧该技术将降低AI推理对存储硬件的需求预期。
利空
技术革新引发对存储芯片未来需求的负面重估，直接影响相关标的股价。
DRAM NAND FlashMicron Technology, Western Digital (SanDisk)Price Movement

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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