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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, May 14

1 items

19:55Impact score 10
三大晶圆厂规划1.4nm节点，英特尔激进推进GAA
三星、英特尔及台积电已启动2nm量产并规划1.4nm节点。台积电侧重差异化技术，三星聚焦良率，英特尔则激进推进GAA与High-NA EUV。
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未来先进制程产能与技术路线图将重塑供应链格局。
TSMC, Intel Foundry and 3 totalTechnical

Thu, Apr 30

1 items

23:00Impact score 10
台积电A14/A13节点规划发布，2028量产
台积电公布A14、A13及2nm家族路线图，A14预计2028年量产。Mii强调通过纳米片技术及NanoFlex Pro提升性能与能效。
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技术路线图更新，暂无短期供需影响。
TSMCTechnical

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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