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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Oct 5

1 items

07:00Impact score 90
东芝斥资600亿日元扩产HDD，希捷科技跌10%
东芝拟斥资600亿日元扩产HDD产能翻倍，希捷科技受冲击收跌10%，加剧存储行业竞争。
HDD Hard Disk DrivesToshiba Corporation, Seagate Technology and 3 totalCapacity Change

Sat, Oct 3

1 items

07:59Impact score 90
东芝拟翻倍扩产HDD，希捷西部数据跌10%
东芝拟豪掷600亿日元扩产HDD，产能拟翻倍。希捷科技和西部数据受此消息冲击，股价分别收跌10%。
利空
扩产预期引发存储芯片股抛售。
HDD Storage ChipsToshiba, Seagate Technology and 3 totalCapacity Change

Mon, Aug 3

1 items

19:00Impact score 60
ESCATEC英厂新增2台ASMPT SX贴片机扩产医疗电子
ESCATEC在英新增两台ASMPT SX贴片机以提升医疗制造产能。此次投资旨在增强生产效率与灵活性，并支持快速原型开发。
利空
产能扩张将增加医疗电子供应，缓解短期供需紧张。
ESCATEC, ASMPTCapacity Change

Fri, Jan 27

1 items

02:37Impact score 58
Wolfspeed与采埃孚在德投建数十亿欧元SiC晶圆厂
Wolfspeed与采埃孚计划在德国投资数十亿欧元建设SiC功率器件晶圆厂及研发中心。此举旨在满足电动汽车市场对SiC器件的长期需求。
利空
该长期产能扩张计划预示着未来SiC功率半导体供应将增加，可能对远期价格构成压力。
SiC Power DevicesWolfspeed Inc, ZF Friedrichshafen AGCapacity 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