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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Feb 26

1 items

19:12Impact score 60
南下资金连续抛售中芯国际及华虹半导体
南下资金净卖出港股73.66亿港元，连续净卖出中芯国际与华虹半导体。中芯国际据报计划在2028年前将7nm/5nm级产能从不足2万片/月提升至约10万片/月。
利空
资金持续流出核心晶圆代工厂，反映市场对短期需求及制裁风险的担忧超过远期产能扩张预期。
Foundry Services Logic ICsSMIC, Hua Hong SemiconductorFinancial/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