Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Jun 10

1 items

10:10Impact score 75
长鑫长存重返美军事名单，存储芯片利多
YMTC和CXMT被重新列入美国中国军事公司名单。此举标志着美国对半导体及军民融合领域的审查升级。
利多
存储芯片供应链，加剧出口管制与供应中断风险。
DRAM NAND FlashYMTC, CXMTPolicy/Regulation

Tue, Apr 7

1 items

03:59Impact score 75
美国拟禁售DUV光刻设备给中芯长江
美国两党议员提出法案，拟全面禁止向中芯国际、长江存储等中国主要芯片制造商出口DUV光刻与刻蚀设备。该提案将管制对象从具体晶圆厂转移至公司实体，旨在切断中国厂商获取14nm及以下先进制程设备的能力。
利多
此举将实质性收紧中国芯片制造设备的供应，加剧短缺风险，利好设备商。
DUV Lithography Tools Etching Tools Wafer Fabrication Equipment (WFE)CXMT, Hua Hong and 5 totalPolicy/Regulation

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