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NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Jun 13

1 items

07:44Impact score 85
零跑C系列涨价，2026电芯成本涨50%
零跑C系列换代定价可能上涨，主要因电池容量增加及2026年电芯成本较2025年涨幅超50%。此次涨价还涉及ARHUD等硬件成本增加，且全系标配800V高压平台及高通8295P芯片。
利多
电池成本上涨50%预示下游需求强劲或供应紧张，利好电池材料及车规芯片供应链。
Automotive SoC LiDAR Battery CellsLeapmotor, QualcommPrice Movement

Sat, May 23

1 items

07:30Impact score 65
DeepSeek API降价至原价1/4
DeepSeek 宣布 V4-Pro API 价格永久下调至原价的 1/4。此举旨在通过价格战抢占市场份额。
利空
AI 芯片需求面临压力。
AI Chips GPUDeepSeekPrice 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

NuAxi Stream - Real-Time Semiconductor Intelligence