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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Jun 13

1 items

07:44Impact score 85
零跑C系列涨价，2026电芯成本涨50%
零跑C系列换代定价可能上涨，主要因电池容量增加及2026年电芯成本较2025年涨幅超50%。此次涨价还涉及ARHUD等硬件成本增加，且全系标配800V高压平台及高通8295P芯片。
利多
电池成本上涨50%预示下游需求强劲或供应紧张，利好电池材料及车规芯片供应链。
Automotive SoC LiDAR Battery CellsLeapmotor, QualcommPrice Movement

Tue, Mar 3

1 items

19:15Impact score 95
村田TDK等电感巨头3月拟提价超100%
村田、TDK、太阳诱电拟于3月将高端电感价格上调超100%。涨价由AI服务器需求激增（用量为普通服务器3-10倍）、原材料成本上涨及18个月扩产周期共同驱动。
利多
特定关键被动元件确认大幅涨价，供应极度紧张。
一体成型电感绕线电感叠层电感Murata, TDK and 6 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