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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Jul 11

1 items

13:34Impact score 90
SK海力士募资265亿美元，股价首日涨13%
SK海力士通过美国上市筹集265亿美元，首日股价飙升13%。市场押注AI需求将重塑存储周期，推动HBM及传统存储短缺，客户签订长期协议。
利多
产能扩张与长期协议支撑价格，但需警惕AI泡沫破裂风险。
DRAM HBMSK Hynix, Samsung Electronics and 3 totalFinancial/Earnings

Sun, Jun 7

1 items

21:05Impact score 95
ASML市值创新高，EUV产能预期上调至110台
ASML市值突破6680亿美元，超越诺和诺德创历史新高。摩根大通与摩根士丹利上调目标价，认为其无需扩建厂房即可交付超110台低数值孔径EUV光刻机。
利多
EUV产能扩张预期缓解了先进制程供应瓶颈，支撑股价上涨。
EUV Lithography Machines Extreme Ultraviolet (EUV) LithographyASML, TSMC and 4 totalFinancial/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