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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Apr 8

1 items

07:22Impact score 90
氦气现货价周内飙升100%，三星SK海力士签高价LTA
卡塔尔Ras Laffan工厂停产导致全球氦气供应减少27-30%，现货价格周内飙升40-100%。三星电子和SK海力士已与林德和空气产品公司签订价格更高的长期协议以稳定供应。
利多
氦气供应冲击导致关键原材料成本急剧上升，直接影响内存和先进逻辑芯片制造成本。
Semiconductor-grade Helium EUV-grade HeliumSamsung Electronics, SK hynix and 3 totalPrice Movement

Wed, Mar 11

1 items

23:30Impact score 95
韩日供应商上调WF₆价格70-90%
韩日供应商将WF₆价格上调70-90%，中国国产化率超65%。美中科技紧张局势及存储芯片需求激增推高价格，3D NAND及先进逻辑制程需求增加。
利多
特种气体价格结构性上涨，国产替代加速。
WF₆ Tungsten Hexafluoride Specialty GasesSK Specialty, Foosung 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