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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Jun 12

1 items

17:06Impact score 95
4月半导体销售额同比涨93.9%
4月全球半导体销售额达1105亿美元，同比增长93.9%。SIA报告显示，2026年全球销售额预计增长90%至1.5万亿美元。
利多
需求强劲推动价格上行。
SemiconductorsSIA, WSTSPrice Movement

Fri, Mar 27

1 items

03:26Impact score 90
氦气现货价飙涨超50%，芯片材料跟涨40%
伊朗冲突冲击卡塔尔Ras Laffan设施，氦气现货价飙升超50%，PGME/PGMEA价格亦涨40-50%。氦气依赖LNG副产，卡塔尔占全球供应三分之一；光刻胶稀释剂等材料与原油价格联动。
利多
关键原材料供应中断风险与价格暴涨直接冲击芯片制造成本。
Helium PGME PGMEASamsung Electronics, SK hynix and 4 totalPrice Movement

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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