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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Mar 17

1 items

05:52Impact score 95
Murata宣布MLCC涨价，三星机电跟进
Murata宣布2026年4月1日起上调MLCC及磁珠等元件价格，三星机电亦跟进。受AI、EV及医疗设备需求激增驱动，高阶MLCC供需紧张，台厂如国巨、华新科将显著受益。
利多
MLCC Chip Ferrite Beads Ferrite Power InductorsMurata Manufacturing, Samsung Electro-MechanicsPrice Movement

Thu, Mar 5

1 items

07:49Impact score 98
村田TDK电感涨价超100%，2026年开启新一轮涨价
村田与TDK计划2026年将电感器价格上调超100%，涵盖铁氧体磁珠及高频电感。此举标志着全球被动元件进入新一轮涨价周期。
利多
现货价格预计将显著上涨，供应链紧张加剧。
Inductors Ferrite beads High-frequency inductorsMurata Manufacturing, TDK CorporationPrice 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