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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Oct 5

1 items

22:00Impact score 60
ITEN固态电池扩产至3千万颗
ITEN推出1,500 μAh固态电池并达成年产3千万颗产能目标。该法国试点工厂投资1400万欧元，采用陶瓷电极技术。
利多
/中性：产能扩张预示未来供应增加，对现有库存价格构成潜在下行压力。
Solid-state batteries Micro-batteriesITENCapacity Change

Sat, Feb 28

1 items

20:00Impact score 60
美光印度封测厂投产，年产能将达数亿颗
美光在印度桑纳德启用首个半导体封测厂，总投资27.5亿美元。该工厂将把DRAM和NAND晶圆转化为成品，预计2027年产能达数亿颗芯片。
利空
新增封测产能将增加全球供应，可能缓解存储芯片市场的紧张局面。
DRAM NAND FlashMicron Technology, Inc.Capacity 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