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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Apr 27

1 items

07:28Impact score 95
工业金刚石及培育钻石毛坯价格上调10%-15%
近月国内多家金刚石龙头企业密集上调工业金刚石及培育钻石毛坯价格，涨幅为10%至15%。涨价主因行业供需格局改善及芯片散热等新应用场景预期打开。
利多
直接的价格上涨确认供应趋紧，半导体材料需求增长预期明确。
工业金刚石培育钻石毛坯Price Movement

Thu, Apr 9

1 items

21:38Impact score 98
内存价格同比涨2-4倍，DRAM NAND涨130%
IDC报告显示内存价格同比涨2-4倍，DRAM和NAND预计2026年底涨130%。地缘政治冲突与关税推高物流成本，导致Q1出货量微增后预计下半年回落。
利多
供应链压力推高价格，预算型PC面临消失风险。
DRAM NAND Flash MemoryPrice 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