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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Oct 12

1 items

07:01Impact score 92
Lumentum光学器件售罄至2029年，缺口达70%
Lumentum CEO称光学器件售罄至2029年，部分产品需求缺口达70%。此消息直接反映下游光通信需求强劲。
利多
短期供应紧张，价格看涨。
Optical Components Laser DiodesLumentumShortage Alert

Sat, Jul 11

1 items

17:56Impact score 98
DRAM NAND价格同比翻倍，苹果全线涨价
苹果2026年新品全线涨价，DRAM与NAND闪存价格同比翻倍。AI产业疯狂抢占存储产能，2nm先进制程与自研基带推高整机成本。
利多
存储与先进制程板块，供需紧张将持续推高价格。
DRAM NAND Flash 2nm ProcessApple, TSMCPrice 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