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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Apr 4

1 items

17:16Impact score 98
MGC涨30% Jushi涨10% PCB材料
MGC宣布涨价30% Jushi电子布涨10% PCB材料年内第六轮涨价。受AI算力需求爆发及原材料成本飙升驱动，高端材料缺口达50%且产能受限。
利多
上游原材料厂商及高端PCB标的。
PCB Electronic Cloth Copper FoilMitsubishi Gas Chemical, China Jushi and 8 totalPrice Movement

Tue, Mar 3

2 items

07:26Impact score 95
Resonac上调CCL价格30%，AI需求驱动PCB涨价
日本材料巨头Resonac自3月1日起将CCL及粘合胶片价格上调30%。涨价由AI强劲需求驱动，预计将传导至HDI板、IC载板及高频高速PCB等高端制造环节。
利多
明确的、大幅度的直接涨价，且传导路径清晰。
CCL HDI IC载板ResonacPrice Movement
06:15Impact score 98
Resonac上调CCL及胶片价格30%
Resonac于3月1日起上调CCL及粘合胶片价格30%。在AI强劲需求拉动下，涨价预期将传导至MLCC、HDI板及高频高速PCB等高端制造环节。
利多
PCB产业链，专用AI推理芯片将推动行业量价齐升。
CCL MLCC HDI板ResonacPrice 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