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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, May 30

1 items

11:09Impact score 10
半导体设备领域仍存差距
工信部瞿国春指出，我国半导体设备等领域仍存差距。高端装备产业整体竞争力提升，但半导体设备是短板。
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政策扶持力度及国产替代进度。
Semiconductor EquipmentMinistry of Industry and Information TechnologyPolicy/Regulation

Sat, Mar 7

1 items

20:04Impact score 45
“十五五”规划点名集成电路等核心技术攻关
中国“十五五”规划草案明确提出将全链条推动集成电路、工业母机、高端仪器等关键核心技术攻关取得决定性突破，并培育量子科技、6G等未来产业。此举延续了国家在半导体及高端制造领域的长期战略扶持导向。
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顶层政策定调强化了相关产业链的长期需求与投资确定性，但具体执行细则与短期市场影响仍需观察。
集成电路工业母机高端仪器Policy/Regulation

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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