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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, Apr 3

1 items

00:58Impact score 45
美国撤销AI芯片出口管制框架
特朗普政府撤销拜登AI扩散框架，停止执行芯片出口管制。美国政策反复，旨在控制先进计算流向对手但实际执行力度减弱。
关注
政策不确定性增加，全球AI芯片供应链流向面临重构风险。
AI Accelerators High-Performance Computing ChipsUS Government, Trump Administration and 3 totalPolicy/Regulation

Mon, Jan 20

1 items

23:01Impact score 45
美CHIPS法案资助康宁3200万、英飞朗9300万
美国CHIPS法案最终确定向康宁、爱德华兹真空和英飞朗分别提供最高3200万、1800万和9300万美元的直接资助。此举旨在强化本土半导体制造关键材料和设备的供应链。
关注
政策扶持增强了美国设备及组件供应商实力，可能改变长期采购策略与供应链依赖格局。
Semiconductor Manufacturing Equipment Optical Components Vacuum PumpsCorning Incorporated, Edwards Vacuum 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