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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Sep 30

1 items

08:43Impact score 60
博通凸版合资企业建厂95,000平米
博通与凸版合资企业AST于2026年9月29日在新加坡开设95,000平方米FC-BGA基板工厂。这是凸版集团在日本以外首家此类工厂，计划2026年底投产高价值产品。
利空
新产能扩张将增加基板供应，预计未来价格承压。
FC-BGA substrateBroadcom, Toppan Holdings and 3 totalCapacity Change

Mon, Jun 15

1 items

07:12Impact score 65
LG Innotek越南建厂投资超1万亿韩元
LG Innotek计划在越南海防投资超1万亿韩元建设新半导体基板工厂。该项目聚焦RF-SiP、FC-CSP及FC-BGA基板，旨在满足AI服务器及5G智能手机的强劲需求。
关注
产能扩张虽反映需求旺盛，但需警惕未来潜在供应过剩风险。
RF-SiP FC-CSP FC-BGALG InnotekCapacity 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