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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Mar 4

1 items

20:18Impact score 98
三星Q1 DRAM合约价涨幅上调至100%
三星电子Q1 DRAM合约价涨幅最终敲定在100%以上，SK海力士与美光已跟进同等涨幅。涨价核心驱动力为AI投资热潮导致HBM产能挤占通用DRAM供给，同时终端需求旺盛。
利多
三大原厂集体大幅提价且谈判周期缩短，供需失衡推动的价格涨势预计延续至第二季度。
DRAM HBMSamsung Electronics, SK Hynix and 3 totalPrice Movement

Sat, Feb 28

1 items

18:26Impact score 98
DRAM NAND合约价月涨24%至65%
截至1月，DRAM和NAND闪存价格均创2016年以来最高，DDR4合约均价11.5美元，NAND闪存均价9.5美元。受AI算力需求爆发、头部厂商减产保价及原材料涨价影响。
利多
年内供需缺口持续，价格将向下游传导，联想等厂商已提价。
DRAM NAND Flash DDR4Samsung Electronics, SK Hynix and 8 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