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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Sep 17

1 items

06:22Impact score 95
三星存储涨超30%，硅片涨价周期延续
三星存储报价涨超30%，硅片涨价周期或持续至2027年，直接驱动A股半导体板块放量上涨。光通信与PCB产业链因涨价潮及算力需求上修形成共振，板块呈现涨停潮格局。
利多
存储与硅片涨价逻辑确立，光模块及PCB方向业绩预期上修。
存储芯片硅片光模块三星, 苹果 and 5 totalPrice Movement

Sat, Jun 6

1 items

01:57Impact score 92
英伟达跌近5%，纳指重挫3.2%
美国非农数据超预期，推动美债收益率上行并引发科技股抛售。英伟达跌近5%，AMD与美光跌超9%，费城半导体指数大跌7.63%。
利空
AI及存储芯片板块，市场对美联储加息预期升温。
DRAM NAND GPUNvidia, AMD and 5 totalPrice 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