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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Jul 28

1 items

14:44Impact score 95
SK海力士跌14%，三星跌13.58%
全球芯片股周二暴跌，SK海力士重挫14%，三星电子跌13.58%，韩国Kospi指数创1998年以来最大单日跌幅。受AI资本支出回报存疑、英伟达“循环融资”疑云及长鑫科技上市三重利空共振影响。
利空
市场对科技巨头巨额投入能否兑现回报的信心动摇，引发恐慌性抛售。
DRAM AI Chips Memory ChipsSK Hynix, Samsung Electronics and 9 totalPrice Movement

Thu, Apr 2

1 items

19:38Impact score 95
被动元件现货价3月飙升，MLCC涨15%
2026年3月关键被动元件现货价飙升，MLCC涨8-15%，钽电容涨12-18%，铝电解电容涨10-20%，主因汽车与工业需求旺盛及交期延长。连接器及部分电容交期已拉长至30-40周。
利多
需求持续与供应限制预示价格上行压力将持续。
MLCC Tantalum Capacitors Aluminum Electrolytic CapacitorsMurata Manufacturing, TDK Corporation 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