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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Sep 1

1 items

21:01Impact score 98
MLCC电阻电感涨价15%至70%
MLCC、电阻及电感价格普涨15%至70%，原材料成本压力传导至终端。AI服务器与电动车需求激增，致厂商产能利用率超95%。
利多
被动元件价格上行趋势确立。
MLCC Tantalum capacitors Polymer capacitorsPrice Movement

Wed, Mar 4

1 items

21:37Impact score 95
AI服务器需求推高钽电容价格
AI服务器需求正推高钽电容价格。该需求增长源于AI服务器硬件对高性能被动元件的消耗。
利多
特定应用需求激增直接导致关键组件价格上涨。
Tantalum CapacitorsPrice 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