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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Mar 5

1 items

07:49Impact score 98
村田TDK电感涨价超100%，2026年开启新一轮涨价
村田与TDK计划2026年将电感器价格上调超100%，涵盖铁氧体磁珠及高频电感。此举标志着全球被动元件进入新一轮涨价周期。
利多
现货价格预计将显著上涨，供应链紧张加剧。
Inductors Ferrite beads High-frequency inductorsMurata Manufacturing, TDK CorporationPrice Movement

Tue, Mar 3

1 items

19:15Impact score 95
村田TDK等电感巨头3月拟提价超100%
村田、TDK、太阳诱电拟于3月将高端电感价格上调超100%。涨价由AI服务器需求激增（用量为普通服务器3-10倍）、原材料成本上涨及18个月扩产周期共同驱动。
利多
特定关键被动元件确认大幅涨价，供应极度紧张。
一体成型电感绕线电感叠层电感Murata, TDK and 6 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