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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, May 1

1 items

13:00Impact score 60
Air Products为三星扩产气体设施，供应量增
Air Products将为三星平泽新晶圆厂建设气体设施，预计2028-2030年上线。这是Air Products迄今最大半导体投资。
利空
气体供应增加，长期价格承压。
Industrial Gases Nitrogen OxygenAir Products, Samsung ElectronicsCapacity Change

Sat, Mar 7

1 items

07:59Impact score 65
Samyang NC Chem量产HBM光刻胶，2024年供货三星等
Samyang NC Chem计划今年量产HBM后端封装用光刻胶材料，供应三星、SK海力士及美光。该材料用于TSV工艺及凸块结构，公司同时开发玻璃基板光刻胶，预计明年量产。
利空
HBM封装材料产能扩张，缓解供应紧张。
HBM Photoresist (PR) for HBM TSV materialsSamyang NC Chem, Samsung Electronics and 4 totalCapacity Change

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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