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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Apr 16

1 items

08:45Impact score 25
TSMC确认LPU合作，建厂需2-3年
TSMC董事长魏哲家证实正与英伟达合作开发下一代LPU，并强调晶圆代工无捷径，建厂需2-3年。面对特斯拉与英特尔的竞争，魏哲家重申TSMC将继续追求所有业务机会。
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该消息确认了TSMC在先进制程领域的长期技术优势，但短期内对现货价格无直接影响。
TSMC, Tesla and 8 totalCapacity Change

Wed, Mar 18

1 items

05:58Impact score 85
三星HBM产能增3倍，HBM4占比超50%
三星计划今年将HBM产能提升3倍，HBM4占比超50%，并开发采用2nm基板和1d DRAM的HBM5/HBM5E。此举将大幅增加市场供应，利空HBM价格。
HBM4 HBM5 HBM5ESamsung ElectronicsCapacity 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