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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Jun 26

1 items

11:02Impact score 98
MOSFET IGBT核心器件涨幅达10%-25%
全球功率半导体企业自2026年以来密集发布涨价函，MOSFET与IGBT核心器件涨幅普遍达10%-25%。本轮涨价源于AI算力基础设施爆发、新能源高景气及8英寸成熟制程产能收缩三重因素共振。
利多
核心逻辑为供给持续紧张，行业利润率有望在未来数年持续改善。
MOSFET IGBTGlobal Power Semiconductor ManufacturersPrice Movement

Wed, Apr 15

1 items

23:19Impact score 60
分析师建议申购珂玛、斯达转债
分析师建议申购珂玛与斯达转债。珂玛转债票息13.5%且转股价值101.47，主要应用于半导体设备先进陶瓷零部件；斯达转债票息11.5%且转股价值95.36，主营IGBT与SiC功率半导体。该申购建议对正股构成利多。
IGBT SiC MOSFET Advanced Ceramic PartsKemai Technology, Sida Semiconductor

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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