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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Feb 24

2 items

11:46Impact score 65
中国对40家日企实施出口管制，TDK、日东电工在列
中国商务部将斯巴鲁、TDK等20家日本实体列入出口关注名单，对其出口两用物项需提交风险评估报告。另将三菱重工、JAXA等20家实体列入出口管制名单，禁止向其出口两用物项。
利空
此举为日本工业及电子企业从中国采购两用物项增加了合规障碍与供应链不确定性。
两用物项TDK Corporation, Nitto Denko Corporation and 5 totalPolicy/Regulation
10:20Impact score 65
中国对TDK等20家日企启动出口管制观察
中国商务部将TDK、斯巴鲁、三菱重工等20家日本实体列入出口管制观察名单，理由是最终用户不可核查及潜在军事用途。此举发生在中日双边关系紧张加剧的背景下。
关注
此举为从相关实体采购的双用途物品供应链带来潜在摩擦，需密切关注对采购及库存策略的影响。
Dual-use itemsTDK Corporation, Subaru Corporation and 3 totalPolicy/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