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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Apr 8

1 items

16:27Impact score 15
华海清科第1000台CMP装备正式出机
华海清科第1000台CMP装备已正式发货给国内集成电路龙头企业。CMP作为纳米级表面平整度控制的核心工艺，在先进逻辑、存储及封装领域应用广泛，且公司核心技术指标已超越国际先进水平。
利多
产能扩张与技术突破显示国内半导体设备竞争力提升。
CMP Equipment Wafer Polishing EquipmentHuahai QingkeProduct Launch

Fri, Apr 3

1 items

19:09Impact score 65
AUROS瞄准1nm量测设备百亿营收
AUROS瞄准1nm级厚度量测设备量产，目标年营收超1000亿韩元。该设备正通过主要芯片大厂认证，且HBM用红外量测工具同步推进。
利多
先进制程与HBM需求推动量测设备市场扩容，本土供应商技术壁垒突破。
Metrology Equipment HBMAUROS Technology, Samsung Electronics and 3 totalProduct Launch

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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