NuAxi Stream - Real-Time Semiconductor Intelligence

03:23Impact score 85

[News] Israel Unrest Disrupts Tower; Orders Reportedly Shift to Vanguard, PSMC, Lifting Mature-Node Pricing

Geopolitical unrest in Israel has disrupted shipments from Tower Semiconductor, prompting customers to shift urgent orders to Taiwan's Vanguard and PSMC. This has tightened mature-node capacity and is driving buyers to pay premiums, lifting pricing. Bullish: Direct price impact on mature-node specialty processes, benefiting Vanguard and PSMC with higher ASPs and margins.

Mature-Node Specialty ProcessesHigh-Voltage ProcessesPower Management ICsVanguard International Semiconductor, Powerchip Semiconductor Manufacturing Corp (PSMC) and 5 totalTrendForcePrice Movement

Analog	$0.68	−5.9%
Connector	$0.75	+0.2%
CPU	$386.74	−21.3%
DDR4	$88.40	−0.2%
DDR52026-W13	$14.89	−11.2%
GPU	$478.20	+8.2%
MCU	$0.68	−61.7%Unusual
MLCC	$0.01	+54.0%Unusual
MOSFET	$0.12	−82.8%Unusual
PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Mar 26

[News] STMicroelectronics Reportedly to Raise Prices from Apr. 26; Intel, AMD Said to Plan CPU Hikes of 10–15%

Tue, Mar 3

[News] Israel Unrest Disrupts Tower; Orders Reportedly Shift to Vanguard, PSMC, Lifting Mature-Node Pricing

Chip Teardown Lab2 opened

Component price indexNPI, vs. prior period

Trending components