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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Aug 6

1 items

01:00Impact score 95
内存ASP预计涨268%，出货量仅增8%
全球半导体市场2026年预计增长98.3%，内存市场增长298%。AI数据中心建设推动需求，HBM产能扩张导致主流DRAM供应紧张。
利多
平均售价预计上涨268%，推高整体芯片价格。
HBM DRAM NAND FlashSamsung Electronics, SK hynix and 3 totalPrice Movement

Sun, Jun 7

1 items

14:00Impact score 98
DeepSeek与小米算力降价近99%
DeepSeek与小米MiMo宣布永久下调算力价格，最高降幅接近99%。此举旨在降低AI应用成本，推动算力普及化。这对AI芯片及云服务供应商构成利空。
AI Computing Power Cloud Computing ServicesDeepSeek, XiaomiPrice Movement

Sat, May 23

2 items

17:28Impact score 90
DeepSeek模型API降价75%
DeepSeek宣布V4-Pro模型API价格永久降至原价的1/4。此举旨在通过低价策略抢占市场份额并加速AGI落地。
利多
低价策略将刺激AI应用需求，利好AI算力芯片。
AI Accelerators GPUsDeepSeekPrice Movement
07:30Impact score 65
DeepSeek API降价至原价1/4
DeepSeek 宣布 V4-Pro API 价格永久下调至原价的 1/4。此举旨在通过价格战抢占市场份额。
利空
AI 芯片需求面临压力。
AI Chips GPUDeepSeekPrice 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