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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Aug 2

1 items

23:30Impact score 75
TEL索尼复工，台积电JASM待检修
TEL和索尼宣布于8月初恢复九州工厂运营，台积电JASM Fab 1仍待检修。受7月28日地震影响，多家厂商暂停生产后正逐步恢复。
利多
供应链恢复预期，短期供应扰动有限。
Semiconductor Equipment Automotive Chips Foundry ServicesTSMC, Tokyo Electron and 4 totalDisaster/Disruption

Sun, Apr 19

1 items

06:45Impact score 70
印度诺伊达劳工抗议中断手机生产，北方邦上调最低工资
印度诺伊达工业区4月中旬爆发工人抗议，要求提高工资，导致智能手机制造中断。北方邦政府将非技术工人最低工资提高7.5%至每月1.2万卢比以作回应。
关注
劳工动荡为消费电子供应链引入局部中断风险，但对价格的直接影响尚不确定。
Smartphone Consumer 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