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NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, May 28

1 items

22:16Impact score 60
回天新材封装胶已供货，强力新材PSPI验证中
回天新材半导体封装胶已供货或验证，强力新材超低温PSPI处于验证环节。多家公司披露封装材料及玻璃基板技术进展，联芸科技与长江存储合作。
利多
封装材料供应链，关注玻璃基板量产进度。
Semiconductor Packaging Adhesive PSPI Dielectric FilmBackTian New Material, Qiangli New Material and 7 totalTechnical

Fri, Mar 27

1 items

21:46Impact score 10
鼎龙股份OLED材料导入G8.6代线顺利
鼎龙股份数款OLED显示材料通过G8.6代线验证，包括PFASFree PSPI和PI取向液。公司聚焦新一代OLED材料创新，性能指标达国内领先水平。
利多
产品导入顺利，有望成为新增长极，但尚未引发价格波动。
OLED display materials PSPI BPDLDinglong SharesProduct Launch

Fri, Mar 13

1 items

22:31Impact score 60
JKM耗资750亿韩元建成光刻材料新厂
JKM耗资750亿韩元在世宗市建成新厂，全面生产半导体光刻材料及HBM封装用PSPI、PBO等。
利空
新产能投放可能加剧光刻材料供应过剩压力。
Photoresist Materials PSPI PBOJK Materials Co.Capacity Change

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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