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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

Mon, Apr 13

1 items

05:14Impact score 92
STMicroelectronics PMIC降价21%至1.34美元
STMicroelectronics推出STPMIC1L和STPMIC2L两款PMIC，价格分别较前代产品下降21%和50%。新品通过减少电源轨数量和缩小封装尺寸，针对STM32MP系列处理器提供成本优化方案。
利空
STMicroelectronics大幅下调PMIC价格，挤压竞争对手利润空间。
PMIC Power Management ICSTMicroelectronicsPrice 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