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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Apr 17

1 items

00:45Impact score 10
美关键材料公司与哥大合作提纯镓钪稀土
美关键材料公司与哥伦比亚大学签署两年期研究协议，旨在推进从赤泥中提取镓、钪、钛及稀土元素。此举旨在探索美国国防关键金属的本土化生产路径。
关注
该技术突破可能改变未来关键金属供应格局，但短期对现货价格无直接影响。
Gallium Scandium TitaniumUS Critical Materials Corp, Columbia UniversityPartnership/M&A

Fri, Feb 27

1 items

14:00Impact score 45
JX金属全资收购东邦钛业整合材料供应链
JX金属宣布通过股权交换将东邦钛业完全子公司化，以整合双方技术并开发新材料。此举旨在强化半导体等高性能材料供应链的垂直整合。
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关键原材料供应商的整合可能影响长期供应格局与议价能力。
Titanium MaterialsJX Metals Corporation, Toho Titanium Co., Ltd.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