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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Jun 22

1 items

20:34Impact score 45
仁信新材间接持股芯爱科技切入封装基板赛道
仁信新材通过持股昆爱99.76%间接成为芯爱科技股东。芯爱科技具备5微米以下基板量产能力。
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仁信新材, 芯爱科技Partnership/M&A

Mon, May 4

1 items

02:50Impact score 30
英特尔EMIB良率90%，谷歌Meta采用
英特尔EMIB封装技术良率突破90%，谷歌TPU v8e及Meta自研CPU计划采用。随着台积电CoWoS产能持续紧张，英特尔正通过先进封装技术缩小与台积电的差距。
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英特尔先进封装订单落地情况，台积电亦计划2027年扩产60%以应对需求。
EMIB Advanced Packaging ChipletsIntel, Google and 4 totalPartnership/M&A

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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