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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Jun 27

1 items

16:02Impact score 95
苹果上调Mac及iPad售价，内存短缺致成本压力
苹果因内存短缺导致成本压力，上调Mac及iPad售价。传闻中的触屏MacBook Pro将搭载M5芯片，苹果计划跳过M6 Pro/Max。
利多
内存短缺推高成本，导致终端产品价格上涨。
DRAM NAND FlashApple Inc.Price Movement

Tue, Mar 3

1 items

01:13Impact score 98
NAND Flash价格暴涨500%，厂商收预付款
NAND Flash价格在过去六个月内暴涨近500%，迫使Phison要求客户预付货款。Phison作为主要SSD控制器厂商，为应对需求激增导致的供应链结算加速，要求客户以预付款形式锁定采购额度。
利多
NAND Flash价格及存储供应链，预付款机制证实了当前极度紧缺的市场状态。
NAND Flash SSDs ControllersPhison, Samsung Electronics and 3 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