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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Aug 14

1 items

13:12Impact score 90
YMTC NAND份额升至14%，行业营收五倍
YMTC Q2 NAND出货量份额升至14%，超越美光与铠侠位列全球第三。AI算力从训练转向推理推动企业SSD需求激增，行业营收创纪录地增长五倍，供需紧张推高价格。
利多
供需失衡与AI需求爆发推动NAND价格创历史新高，YMTC正加速向eSSD转型以巩固份额。
NAND Flash eSSDs 3D NANDYMTC, Samsung Electronics and 5 totalPrice Movement

Thu, Aug 13

1 items

03:07Impact score 95
三星SK海力士HBM4 ASP涨至32美元
三星与SK海力士2Q26 DRAM NAND ASP分别涨40%与60%，HBM4 ASP涨至32美元。受客户多元化及通用内存涨价驱动，ASP增长成为营收新杠杆。
利多
三家厂商2H盈利预期向好。
DRAM NAND Flash HBM4Samsung Electronics, SK hynix and 5 totalPrice Movement

Wed, Aug 12

1 items

20:35Impact score 95
NAND合约价Q2暴涨75%，三星削减产能
YMTC跻身全球NAND前三，份额达14%；Q2 NAND合约价暴涨约75%。AI服务器需求激增吞噬48%产能，三星削减NAND产能转投高毛利DRAM。
利多
NAND厂商受益于价格暴涨与产能紧缺。
NAND Flash 3D NAND Enterprise SSDsYMTC, Samsung Electronics and 6 totalPrice Movement

Fri, Jul 31

1 items

22:05Impact score 98
三星存储ASP涨40-60%，HBM4供不应求
三星Q2 2026营收创纪录，存储业务营收环比大增56%，DRAM和NAND ASP分别上涨40%和60%。受益于AI服务器需求激增及供应短缺，HBM4芯片出货量创历史新高，服务器收入占比达峰值。
利多
存储芯片价格持续飙升，供需紧张格局未改，HBM4产能扩张预期强烈。
HBM4 DRAM NAND FlashSamsung 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