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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Mar 5

1 items

14:54Impact score 95
NAND合约价本季环比暴涨90%
TrendForce数据显示NAND合约价本季环比最高暴涨90%，上一季度涨幅已超30%。AI硬件建设热潮推高存储成本，导致Switch 2软件需求疲软。
利多
NAND供应商，价格预计持续上涨。
NAND Flash microSD ExpressTrendForce, Nextorage and 7 totalPrice Movement

Thu, Feb 26

1 items

23:30Impact score 92
联想宏碁3月提价，内存占PC成本升至35%
联想与宏碁因存储芯片成本飙升50%-100%，将于2026年3月初对部分商用及消费PC产品提价。惠普预计内存/存储占PC物料成本比例将从15-18%升至约35%，短缺或持续至2027年。
利多
终端厂商明确提价动作及BOM占比翻倍，直接印证内存芯片现货价格持续上涨压力。
DRAM NAND FlashSamsung Electronics, Lenovo 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