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NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Mar 9

1 items

18:00Impact score 85
恩智浦争端升级，晶体管供应风险骤增
恩智浦荷兰总部禁用中国员工IT账户，威胁其占全球40%份额的晶体管/二极管供应。此次冲突源于荷兰政府去年10月强制接管恩智浦及中方后续的出口管制。
利多
直接冲击关键通用元件供应，中国工厂占其50-75%产能，短缺风险急剧上升。
Transistors DiodesNexperiaDisaster/Disruption

Mon, May 8

1 items

17:12Impact score 72
爱思强Q1设备发货延迟，致营收骤降58%
爱思强Q1营收降至7720万欧元，环比暴跌58%，主因出口许可延迟导致价值7000万欧元的设备未能发货。此次延误源于德国当局对特定设备出口的审批流程延长。
关注
关键沉积设备出货受阻，可能延缓下游GaN/SiC等化合物半导体产能的扩张进度，需密切关注后续许可发放情况。
MOCVD GaN SiCAixtron SEDisaster/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