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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Apr 29

1 items

22:02Impact score 92
存储芯片量价齐升，净利同比增超500%
某公司一季度净利同比增超500%，存储芯片产品量价齐升。业务涵盖锂电池、光伏及机器人领域。
利多
存储芯片Price Movement

Wed, Mar 11

1 items

23:30Impact score 95
韩日供应商上调WF₆价格70-90%
韩日供应商将WF₆价格上调70-90%，中国国产化率超65%。美中科技紧张局势及存储芯片需求激增推高价格，3D NAND及先进逻辑制程需求增加。
利多
特种气体价格结构性上涨，国产替代加速。
WF₆ Tungsten Hexafluoride Specialty GasesSK Specialty, Foosung and 4 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