Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Mar 22

1 items

22:10Impact score 60
公司向光通信龙头批量交付光模块AOI设备
公司向国内光通信龙头批量交付光模块AOI设备，验证了下游光模块生产需求。此举表明下游厂商扩产意愿强烈。
利多
设备制造商订单与营收预期。
AOI设备光模块国内光通信龙头Partnership/M&A

Wed, Mar 11

1 items

13:00Impact score 45
三井联手Kaynes与AOI在印度布局OSAT业务
三井物产与印度Kaynes Semicon及日本AOI电子达成战略合作，支持Kaynes于2026年下半年启动OSAT业务。三井获得Kaynes从日本及海外供应商采购原材料的独家代理权及未来股权收购权。
关注
此为长期产能布局，对当前现货市场无直接影响。
OSAT ServicesKaynes Semicon Private Limited, AOI Electronics and 3 totalPartnership/M&A

Mon, Mar 9

1 items

12:15Impact score 45
三方结盟支持Kaynes OSAT业务
Mitsui与Kaynes及AOI Electronics签署战略协议，支持Kaynes的OSAT业务启动与运营。此次合作旨在利用AOI的日本经验及Mitsui的资源，加速印度OSAT产能建设。
关注
印度OSAT产能扩张对全球封测市场的长期供需格局影响。
OSAT services Semiconductor AssemblyMitsui & Co., Kaynes Semicon Private Limited and 3 totalPartnership/M&A

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