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NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Mar 29

1 items

13:16Impact score 75
中东两大铝厂遭袭减产，全球铝供应承压
巴林铝业与阿联酋环球铝业证实其位于巴林和阿联酋的工厂遭袭，造成人员受伤与财产损失。巴林铝业此前因霍尔木兹海峡航运受阻已宣告遭遇不可抗力并减产约20%。
利多
中东铝产品占全球供应约一成，袭击导致直接生产中断，预计将加剧铝材供应紧张，推高半导体封装及散热部件原材料成本。
AluminumAluminium Bahrain B.S.C., Emirates Global Aluminium PJSCDisaster/Disruption

Sun, Mar 15

1 items

07:40Impact score 65
中东冲突推高PCB供应链成本
中东冲突导致航运受阻与能源供应趋紧，推高PCB产业从原材料到成品的成本。地缘政治风险正通过物流与能源渠道冲击供应链。
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物流中断与能源成本上涨可能导致PCB及相关组件价格上行与交期延长。
PCB PCB Raw MaterialsDisaster/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.

Tesla Model YAcross 30 electronic modules we confirmed 130 parts (120 part numbers), 34 of them from Texas Instruments.See the full teardown All teardowns

Component price indexNPI, vs. prior period

Analog	$0.68	−5.9%
Connector	$0.75	+0.2%
CPU	$386.74	−21.3%
DDR4	$88.40	−0.2%
DDR52026-W13	$14.89	−11.2%
GPU	$478.20	+8.2%
MCU	$0.68	−61.7%Unusual
MLCC	$0.01	+54.0%Unusual
MOSFET	$0.12	−82.8%Unusual
PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

Period 2026-W18All categories