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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Jul 24

1 items

22:26Impact score 58
深圳华强MLCC补库，东材科技基板项目试车
深圳华强观察到MLCC客户下单增加并主动补库存，东材科技年产2万吨高速通信基板项目已进入试车阶段。近期电子材料及MLCC领域出现补库存迹象，同时产能建设持续推进。
利多
MLCC及高速通信基板板块，关注下游需求复苏节奏。
MLCC 高速通信基板深圳华强, 东材科技Inventory Shift

Fri, Mar 10

1 items

17:26Impact score 58
IQE因供应链库存积压，上半年营收减3000万英镑
外延片和衬底制造商IQE预计2023上半年营收同比减少约3000万英镑。全供应链库存积压及需求疲软导致客户订单与预测下调。
利空
上游材料需求减弱，供应链去库存将压制价格与出货量。
epiwafer substrateIQE plcInventory Shift

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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