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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Jun 9

1 items

12:55Impact score 65
SuperAlloy回收铝营收月增6.7%
SuperAlloy 5月营收达6.35亿新台币，月增6.7%。受全球豪华及超跑制造商需求及绿色采购政策推动，回收铝销量上升。
利多
公司营收重回正增长，显示下游需求回暖。
Recycled AluminumSuperAlloyFinancial/Earnings

Wed, Apr 1

1 items

17:31Impact score 55
宏发股份2025年净利润增7.8%，新能源模块发货翻倍
宏发股份2025年营收172亿元，同比增长22%，净利润17.6亿元，同比增长7.8%。增长动力来自新能源控制模块发货额翻倍至3.8亿元，以及车载类电容器发货额同比增长64%。
中性
财报显示公司运营稳健，但未提供影响现货价格的直接短缺或产能中断信号。
Relays Capacitors Power ModulesHongfa Technology Co., Ltd.Financial/Earnings

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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