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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Jul 10

1 items

17:03Impact score 92
三星DRAM NAND价格周涨40% 50%
三星电子预计Q2利润同比暴涨18倍至580亿美元，受DRAM和NAND价格周环比上涨40%和50%驱动。
利多
存储现货价格。
DRAM NAND FlashSamsung ElectronicsPrice Movement

Fri, Apr 3

1 items

12:44Impact score 95
三星电机上调FC-BGA价格应对AI缺货
三星电机已上调高端FC-BGA基板价格，以应对AI服务器与高性能计算需求激增导致的供应短缺。此次涨价由需求持续超过供给驱动。
利多
此举确认了关键AI/HPC封装组件的供应紧张与价格上涨压力。
FC-BGASamsung Electro-MechanicsPrice 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