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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Mar 16

1 items

16:11Impact score 60
阿科玛在华PVDF产能将扩20%
阿科玛宣布对其中国常熟PVDF生产基地进行20%的产能扩建，新装置预计2028年投运。此次投资旨在满足电动汽车电池、储能系统及半导体制造等领域对PVDF的持续需求。
利空
长期产能扩张计划增加关键电池材料未来供应，对远期价格构成下行压力。
PVDFArkemaCapacity Change

Fri, Mar 13

1 items

22:31Impact score 60
JKM耗资750亿韩元建成光刻材料新厂
JKM耗资750亿韩元在世宗市建成新厂，全面生产半导体光刻材料及HBM封装用PSPI、PBO等。
利空
新产能投放可能加剧光刻材料供应过剩压力。
Photoresist Materials PSPI PBOJK Materials Co.Capacity 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