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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Jun 19

2 items

19:58Impact score 60
英特尔先进封装独立运营，EMIB-T今年量产
英特尔将先进封装分拆为独立业务，聘请SK海力士前CEO掌管，EMIB-T技术今年量产。此举旨在应对TSMC CoWoS产能长期紧缺，并整合HBM与逻辑芯片。
关注
先进封装产能结构性调整，英特尔目标封装营收超10亿美元。
EMIB Advanced Packaging HBMIntel, SK hynix and 5 totalCapacity Change
00:30Impact score 10
东京大学合成1纳米MoS₂纳米管
东京大学团队在《Science》发表论文，利用BN纳米管作为模板合成了1纳米MoS₂纳米管。该成果验证了理论预测并展示了结构控制潜力，但距离实际应用还很远。
利多
关注：技术突破为未来超小型半导体通道提供新路径，但距离量产应用尚远。
MoS₂ NanotubesThe University of TokyoTechnical

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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