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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Apr 15

1 items

16:42Impact score 60
ASML EUV出货2026年增至60台，过半用于内存
ASML计划2026年出货超60台EUV光刻机，较2025年增长25%，其中51%用于内存生产。此扩张由SK海力士和三星等内存制造商对HBM及DDR技术的强劲需求驱动，以满足全球AI数据中心需求。
利多
EUV产能扩张印证先进内存需求持续强劲，对HBM/DDR等组件价格构成支撑。
HBM3 HBM4 GDDR6SK hynix, Samsung ElectronicsCapacity Change

Mon, Mar 16

1 items

15:47Impact score 58
存储三巨头预计2028年底短缺结束，暂停扩产计划
三星、SK海力士和美光预计存储芯片短缺将持续至2028年底，随后供需恢复平衡。基于此预测，制造商正重新评估是否在现有ASML光刻机订单基础上进一步扩产。
利空
远期产能扩张计划预示2028年后存在供应过剩风险，对长期价格构成压力。
HBM DRAM DDRSamsung Electronics, SK Hynix and 3 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