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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Mar 18

1 items

03:04Impact score 60
台积电SoIC产能2026年扩至1.5万片/月
台积电计划在2026年前将SoIC月产能提升至1-1.5万片，并于2027年后进一步扩产以满足英伟达等客户需求。SoIC单位产能资本支出高达68-70亿美元/万片，高度依赖前端混合键合设备。
利多
明确的先进封装产能扩张路线图，将直接拉动设备供应商订单。
Advanced Packaging Hybrid Bonding EquipmentTSMC, Besi and 4 totalCapacity 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