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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Jul 29

1 items

03:12Impact score 65
TSMC确认JASM复工，TEL暂停工厂
TSMC确认熊本JASM厂无结构损伤并逐步恢复运营，TEL暂停熊本工厂进行安全检查。地震震级为5，TSMC产能占比不足3%，且第二厂3nm量产计划受影响较小。
关注
短期物流与设备厂商的检修风险，但整体供应链冲击有限。
28nm 22nm 16nmTSMC, Tokyo Electron and 4 totalDisaster/Disruption

Mon, Mar 30

1 items

03:55Impact score 85
三星工会5月21日罢工威胁DDIC与PMIC供应
三星电子工会计划自5月21日起发起为期18天的总罢工，其70%成员来自半导体事业部DS。此次罢工风险叠加台积电与三星自身成熟制程产能收紧的背景，主要影响DDIC与PMIC供应。
利多
预计罢工将加剧DDIC与PMIC供应紧张，推升价格并延长交期。
DDIC PMIC MOSFETSamsung ElectronicsDisaster/Disruption

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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