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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Jun 6

1 items

20:02Impact score 10
长鑫DDR5价格与三星SK海力士镁光持平
长鑫DDR5实际采购价与三星、SK海力士及镁光持平，并非传闻中的廉价。传统巨头聚焦HBM与AI高附加值产品，长鑫则凭借灵活商务条款与稳定供应主打标准DDR5。
利多
长鑫以灵活条款和稳定供应提供标准DDR5替代方案，短期内无价格跳水风险。
DDR5CXMT, Samsung Electronics and 4 totalPrice Movement

Thu, May 7

1 items

09:55Impact score 60
朗科科技涨超10%，存储芯片概念活跃
A股存储芯片板块活跃，朗科科技涨超10%，德明利涨近8%，MRDIMM标准开发进入最后阶段。地缘政治缓和及AI需求推动市场情绪。
利多
存储芯片及光连接板块。
DRAM MRDIMM Optical FiberSamsung Electronics, SK Hynix and 8 totalPrice Movement

Wed, May 6

1 items

23:08Impact score 95
建滔积层板涨价10%，存储芯片价格大涨
建滔积层板宣布上调FR-4覆铜板及PP半固化片价格10%。存储芯片因AI内存需求激增进入超级周期，价格持续大涨。
利多
建滔涨价及存储价格大涨将直接推高相关供应链成本。
FR-4 覆铜板 PP 半固化片 DRAM建滔积层板, AMD and 5 totalPrice 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