Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Mar 12

1 items

01:00Impact score 10
Qnity展示供应链实力，39基地300亿TAM
Qnity（原杜邦电子业务）在Chiplet Summit上展示了其供应链实力，拥有39家制造基地及超300亿美元的市场规模。该公司专注于互连技术（如金属化化学和层压板）及热管理材料，是先进封装领域的关键供应商。
关注
无具体价格或供需变动数据，仅作为行业背景信息。
Interconnect technologies Metallization chemistry LaminatesQnity, DuPont ElectronicsMarket Analysis

Tue, Mar 10

1 items

08:15Impact score 15
中信证券：2026年AI特种布价格或翻倍
中信证券预计，2026年AI特种布（Low DK二代与Low CTE）供需缺口将扩大至20%左右。伴随主动补库需求释放，其价格弹性将放大，因该材料仅占服务器成本的0.1%。
利多
券商报告预测特定高端PCB基材将因AI需求出现显著短缺及价格翻倍上涨。
Low DK PCB Laminate Low CTE PCB LaminateMarket Analysis

You've reached the end

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