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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Oct 11

1 items

23:12Impact score 98
新款iPad mini售价逼近799美元
彭博社称新款iPad mini售价将接近799美元，相比现款599美元大幅上涨。新款机型首次采用OLED屏幕并升级芯片。
利多
苹果产品涨价通常伴随供应链紧缺，利好上游面板与芯片厂商。
OLED panel System-on-ChipApple Inc.Price Movement

Wed, Jul 15

1 items

07:12Impact score 88
三星取消免费升级，内存成本上升
三星将取消折叠屏手机免费双倍存储升级，改为补贴50%差价。原因是内存成本上涨，且S26系列已提价。
利多
NAND Flash 价格，显示上游成本压力传导至终端。
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