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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Feb 18

1 items

00:05Impact score 50
格芯瑞萨联盟扩产，加码40/28nm芯片供应
格芯与瑞萨宣布数十亿美元制造联盟扩张，将增加40nm及28nm MCU、电源管理及模拟芯片供应。此举由美日'友岸外包'战略驱动，旨在规避地缘政治风险。
关注
长期产能增加或稳定特定车用/工业芯片供应，但对现货价格无直接影响。
Power Management ICs Microcontrollers Analog/Mixed-SignalGlobalFoundries Inc., Renesas Electronics Corp.Partnership/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