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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Mar 26

1 items

22:04Impact score 60
苹果追加4亿美元扩产美国
苹果追加4亿美元投资并将美国制造计划延展至2030年，引入博世、TDK等合作伙伴。此举旨在增强本土供应链并应对关税政策。影响：中性。
传感器集成电路半导体制程Apple, Bosch and 15 totalCapacity Change

Fri, Mar 20

1 items

15:12Impact score 65
三星拟投超110万亿韩元扩产AI芯片
三星电子宣布到2026年将投资超过110万亿韩元用于AI半导体设施和研发。这是其年度投资首次突破100万亿韩元门槛，旨在巩固在AI半导体时代的领先地位。
利空
巨额投资预示着产能扩张，未来供应增加可能对价格造成压力。
AI SemiconductorSamsung 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