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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Sep 13

1 items

20:53Impact score 90
MFC真空计涨价6%至12%
MFC与真空计价格预计2026年分别上涨6%和12%，受半导体设备国产替代及晶圆厂扩产驱动。
利多
国内MFC供应商，高凯技术等国产替代龙头受益。
MFC Vacuum Gauge Piezoelectric CeramicHoriba, Kofloc and 5 totalPrice Movement

Thu, Jul 2

1 items

23:00Impact score 95
Vishay绝对位置传感器降价40%
Vishay推出34 PHE绝对位置传感器，价格比上一代低40%。该器件具备高精度、IP65防护及过压保护等特性，适用于工业与汽车领域。
利空
价格降幅显著，可能挤压同类产品利润空间。
Absolute Position Sensor Hall Effect SensorVishay IntertechnologyPrice Movement

Mon, Mar 2

1 items

21:24Impact score 25
华为Mate 70 Air降价20元至3179元
华为Mate 70 Air降价至3179元，较昨日再降20元。该机型价格持续走低，反映出终端需求疲软或库存积压迹象。对供应链而言，此降价信号利空显示面板、电池及摄像头模组等上游组件需求。
Display Panel Battery Camera ModuleHuaweiPrice 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