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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Jun 8

1 items

16:57Impact score 98
DRAM价格Q1暴涨81%，Q2续涨58%
2026年Q1 DRAM行业营收达970亿美元，环比激增81%。云服务商转向通用服务器，叠加供应商库存极低，推动DDR4及DDR3合约价上涨93%至98%。
利多
受AI服务器高容量RDIMM供应优先影响，Q2传统DRAM价格预计将再涨58%至63%。
DRAM DDR4 DDR3Samsung Electronics, SK hynix and 5 totalPrice Movement

Fri, Apr 10

1 items

06:44Impact score 98
PSMC代工价涨，6月营收回升
PSMC核心业务Q1转盈，代工价回升，营收增势延至6月。受益于美光收购P5厂及HBM合作，高阶产能利用率提升。
利多
代工涨价周期确立，HBM供应链整合带来长期溢价。
DRAM HBMPowerchip Semiconductor Manufacturing Corp, Micron TechnologyPrice Movement

Mon, Feb 23

1 items

15:31Impact score 95
SK海力士：存储库存仅4周，全年涨价
SK海力士确认存储器产业转向卖方市场，2026年价格将持续上涨，主流DRAM/NAND库存仅约4周，HBM产能已售罄。供需失衡主因AI需求井喷与无尘室产能扩张缓慢。
利多
供应短缺明确，合约价已同比上涨近200%，终端成本压力加剧。
DRAM NAND Flash HBMSK HynixPrice 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