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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Oct 18

1 items

07:22Impact score 55
SEMI美洲总裁：韩台成功离不开美企与技术
SEMI Americas总裁Joe Stockunas于10月15日在SEMICON West 2026上表示，希望将晶圆厂建设的投资税收抵免扩展到供应商基础设施，并正在努力实现这一目标。他指出，自CHIPS法案以来，已宣布的投资超过8000亿美元，凤凰城已有3300亿美元的投资。
supplier infrastructurePolicy/Regulation

Fri, Jul 17

1 items

07:15Impact score 75
美议员致函商务部，拟收紧对华存储芯片管制
美议员致函商务部，拟收紧对华存储芯片管制。鉴于当前存储短缺，YMTC和CXMT正成为苹果等大厂的潜在替代方案。
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此举若实施将切断市场对国产存储的采购，利好美韩存储巨头。
DRAM NAND FlashYMTC, CXMT and 5 totalPolicy/Regulation

Sun, May 17

1 items

19:40Impact score 45
FTC调查Arm限制竞争对手架构访问
美国FTC调查Arm是否垄断架构或限制竞争对手访问，此前Arm推出自研AGI CPU。该事件源于Arm与Qualcomm的法律纠纷及Qualcomm发起的反垄断活动。
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监管风险上升，可能影响Arm的授权业务模式及市场地位。
Arm Architecture AGI CPUArm HoldingsPolicy/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