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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 30

1 items

06:02Impact score 95
三星锁定六成产能，DDR5合约价Q3涨13-18%
三星计划将60-70%产能锁定在长期协议下，预计2026年H2服务器DDR5出货量中LTA占比将超30%。受多年度LTA及价格底板机制影响，TrendForce预测服务器DDR5合约价Q3将上涨13-18%。
利多
锁定供应与价格底板将加剧现货市场短缺并支撑价格持续上涨。
DDR5 NAND Flash Server DRAMSamsung ElectronicsPrice 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