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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Apr 20

1 items

10:22Impact score 10
APS技术宣称可绕开EUV实现3nm图形化
AlixLabs的APS技术已与英特尔和联电合作演示，宣称可在无需EUV光刻下实现3nm级图形化，单层掩模成本或降低40%。该技术旨在为先进制程提供一种成本更低的替代性图形化路径，但仍处于研发与设备验证阶段。
中性
此为远期技术路线探索，对当前晶圆产能、价格及采购决策无直接影响。
Logic Wafers DRAMIntel, United Microelectronics Corporation and 3 totalTechnical

Mon, Feb 23

1 items

22:14Impact score 10
ASML EUV光源功率突破1000瓦
ASML将EUV光源功率从600瓦提升至1000瓦，预计2030年前可提升芯片产量多达50%。该技术突破旨在提高先进逻辑芯片制造的吞吐量与成本效率。
中性
此为长期研发里程碑，对当前供应链、需求及价格无直接影响。
EUV Lithography EquipmentASML Holding, TSMC and 3 totalTechnical

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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