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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Sep 13

1 items

20:53Impact score 90
MFC真空计涨价6%至12%
MFC与真空计价格预计2026年分别上涨6%和12%，受半导体设备国产替代及晶圆厂扩产驱动。
利多
国内MFC供应商，高凯技术等国产替代龙头受益。
MFC Vacuum Gauge Piezoelectric CeramicHoriba, Kofloc and 5 totalPrice Movement

Wed, Aug 12

1 items

20:35Impact score 95
NAND合约价Q2暴涨75%，三星削减产能
YMTC跻身全球NAND前三，份额达14%；Q2 NAND合约价暴涨约75%。AI服务器需求激增吞噬48%产能，三星削减NAND产能转投高毛利DRAM。
利多
NAND厂商受益于价格暴涨与产能紧缺。
NAND Flash 3D NAND Enterprise SSDsYMTC, Samsung Electronics and 6 totalPrice Movement

Thu, Jul 2

1 items

23:00Impact score 95
Vishay绝对位置传感器降价40%
Vishay推出34 PHE绝对位置传感器，价格比上一代低40%。该器件具备高精度、IP65防护及过压保护等特性，适用于工业与汽车领域。
利空
价格降幅显著，可能挤压同类产品利润空间。
Absolute Position Sensor Hall Effect SensorVishay IntertechnologyPrice Movement

Wed, Apr 8

1 items

07:22Impact score 90
氦气现货价周内飙升100%，三星SK海力士签高价LTA
卡塔尔Ras Laffan工厂停产导致全球氦气供应减少27-30%，现货价格周内飙升40-100%。三星电子和SK海力士已与林德和空气产品公司签订价格更高的长期协议以稳定供应。
利多
氦气供应冲击导致关键原材料成本急剧上升，直接影响内存和先进逻辑芯片制造成本。
Semiconductor-grade Helium EUV-grade HeliumSamsung Electronics, SK hynix and 3 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