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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Apr 15

1 items

11:19Impact score 95
北方稀土Q2稀土矿价上调超44%
中国北方稀土将2026年第二季度稀土矿价格上调超44%。此次大幅提价源于地缘政治紧张与供应链中断。
利多
直接推高下游永磁体及电子元件原材料成本。
Rare Earth Ore (REO)China Northern Rare EarthPrice Movement

Fri, Mar 27

1 items

18:00Impact score 95
氦气价格因中东冲突翻倍，供应减半
惠誉评级数据显示，自2月28日美以伊冲突爆发以来，氦气价格已上涨约一倍。冲突导致主要生产国卡塔尔的供应中断，用户收到年度供应至少减半的通知。
利多
半导体制造关键耗材遭遇直接价格冲击与供应短缺。
HeliumPrice 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