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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, May 23

1 items

19:41Impact score 60
闻泰驳斥安世荷兰阻挠审计
闻泰驳斥安世荷兰阻挠审计的说法，指对方关闭系统并拒绝提供财务资料。审计机构对2025年度报告出具无法表示意见，根源在于荷兰干预剥夺了闻泰的控制权。
利空
闻泰股价及投资者权益受损。
闻泰科技, 安世半导体 and 3 totalFinancial/Earnings

Thu, Feb 26

1 items

18:00Impact score 60
半导体设备ETF五连涨成分股京仪装备长川科技涨超7%
半导体设备ETF(159327)冲击五连涨，成分股京仪装备、长川科技盘中涨超7%。神工股份2025年净利润同比增146.5%，反映高端硅材料需求受AI及海外晶圆厂资本开支拉动；国内功率半导体龙头亦发布MOSFET涨价函。
利多
设备板块强势上涨叠加上游元件涨价，显示半导体制造链需求稳固，利好设备及材料供应商。
半导体设备硅材料 MOSFET京仪装备, 长川科技 and 8 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