Skip to main content

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

Fri, Mar 20

1 items

15:38Impact score 95
Micron DDR5利润超HBM，现货涨超60%
Micron宣布DDR5利润率反超HBM，现货DRAM价格近期涨幅超60%。受益于供需紧张及HBM产能被占用，通用DRAM价格随行就市上涨，而HBM受长期合同锁定价格。
利多
现货DRAM价格飙升推动非HBM业务利润率超越HBM。
DDR5 DRAM HBMMicron Technology Inc.Price Movement

You've reached the end

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