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NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, May 24

1 items

03:18Impact score 65
台积电利润增58%传削减奖金，员工酝酿学三星罢工
台积电2026年Q1利润同比大增58%，但传闻削减奖金引发员工不满，酝酿仿效三星罢工。
利空
潜在供应链中断风险，需警惕先进制程产能波动。
Advanced Process Chips AI AcceleratorsTSMC, Samsung ElectronicsDisaster/Disruption

Tue, Apr 21

1 items

02:47Impact score 85
Kioxia暂停NAND产线，TEL材料商受波及
Kioxia暂停岩手县NAND产线生产，TEL及材料商受波及。此次7.7级地震震中位于三陆海岸，仙台、青森等地震度达5+。
利多
NAND供应面临不确定性，短期供应中断风险上升。
NAND FlashKioxia, 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

NuAxi Stream - Real-Time Semiconductor Intelligence