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NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Apr 20

1 items

03:11Impact score 85
英特尔设备订单同比增超50%
英特尔晶圆厂设备订单同比增超50%，E&R与KINIK等供应链厂商显著受益。随着14A工艺有望吸引苹果、英伟达等大客户，产能扩张预期明确。
利多
设备供应商订单与产能。
Semiconductor Manufacturing EquipmentIntel, E&R Engineering and 3 totalCapacity Change

Sun, Apr 12

1 items

01:07Impact score 60
TLB筹资1200亿韩元在越南扩产PCB
TLB拟通过配股筹资1200亿韩元在越南建设第二工厂，将PCB产能翻倍。此次扩产主要针对SoCAMM和LPCAMM等高端内存模组基板。
利空
产能大幅增加将缓解供应紧张，可能导致相关PCB产品价格承压。
PCB SoCAMM LPCAMMTLB Co., Ltd.Capacity Change

Thu, Mar 26

1 items

15:39Impact score 60
SK海力士斥资12万亿韩元采购24台EUV设备
SK海力士将在未来两年内从ASML采购价值约11.95万亿韩元的EUV光刻设备，约合24台系统。此举旨在为HBM及1c DRAM等高价值内存产品的量产提供设备保障。
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巨额资本开支预示高端内存产能将大幅扩张，可能缓解远期供应压力，但对短期价格无直接影响。
HBM DRAMSK Hynix, ASMLCapacity Change

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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

NuAxi Stream - Real-Time Semiconductor Intelligence