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NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Aug 15

1 items

18:18Impact score 95
味之素缩减中国ABF膜供给30%
味之素通知自2026年8月起缩减中国大陆客户ABF膜供给30%。作为AI芯片封装核心材料，该供应削减加剧了全球短缺。
利多
国产替代逻辑，华正新材等标的预期升温，但量产进度存在不确定性。
ABF Film FC-BGA Substrate Advanced Packaging MaterialsAjinomoto Build-up Film, Huazheng New Materials and 5 totalShortage Alert

Sun, Jun 14

1 items

11:18Impact score 10
封装测试材料五大环节厂商梳理
文章梳理了封装测试环节五大材料的国产化率及主要厂商，涵盖封装基板、键合丝、固晶胶、塑封料及探针卡。文中列出了深南电路、兴森科技等国内头部企业以及新光电气、汉高等海外巨头。属于背景资讯，对现货价格无直接冲击。
封装基板键合丝引线框架深南电路, 兴森科技 and 20 totalMarket Analysis

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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.

Tesla Model YAcross 30 electronic modules we confirmed 130 parts (120 part numbers), 34 of them from Texas Instruments.See the full teardown All teardowns

Component price indexNPI, vs. prior period

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

Period 2026-W18All categories