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NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Jun 6

1 items

09:09Impact score 25
AGI发布DDR5 CAMM2及LPCAMM2新品
AGI在2026年台北国际电脑展上发布多款新品，涵盖DDR5 RDIMM、CAMM2及LPCAMM2内存模组。此次发布主要展示其针对服务器、游戏及移动设备的存储解决方案。
中性
新品发布对现货市场供需无直接冲击，暂无价格指引。
DDR5 LPCAMM2 CAMM2AGIProduct Launch

Wed, Feb 25

1 items

11:57Impact score 20
Nextorage推NX-F2AE系列SD卡
Nextorage将于夏季发布NX-F2AE系列UHS-II SD卡，容量覆盖256GB至1TB，读写速率达300MB/s。该产品采用3D TLC NAND闪存，面向高性能长时间稳定录制需求。
中性
SD Card NAND FlashNextorageProduct Launch

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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

NuAxi Stream - Real-Time Semiconductor Intelligence