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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Apr 6

1 items

13:26Impact score 98
Raspberry Pi 16GB涨价100美元
Raspberry Pi宣布对多款产品涨价，16GB Pi 5涨幅达100美元至305美元。受内存价格飙升影响，该公司在四个月内三次上调价格，但旧款机型因持有LPDDR2库存未受影响。
利多
DRAM需求，且表明上游存储成本压力正传导至终端消费级芯片市场。
DRAM LPDDR4/5Raspberry Pi FoundationPrice Movement

Thu, Apr 2

1 items

18:00Impact score 95
树莓派全线DRAM产品涨价，旗舰型号涨150美元
Raspberry Pi全线产品价格大幅上调，旗舰500+型号上涨150美元至410美元，主因DRAM持续短缺。公司推出新款3GB Pi 4型号以应对高内存成本，同时LPDDR2库存充足的旧型号价格维持不变。
利多
消费电子终端产品明确、量化的价格上涨，直接印证DRAM供应紧张，预示现货价格上行压力持续。
DRAM LPDDR2Price 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