NuAxi SOX Lens · Cycle to Category
PMIC
Data as of 2026-11-06 · Partial · PMIC
Neutral Watch · Confidence 64
44STS / 100
Components
Component breakdown
SOX
32
News
50
NPI price
—
Search demand
—
Supply
Not connected
Confidence is a data-quality/consistency score, not a probability.
Invalidation: Re-evaluate only after NPI price confirmation returns and stays aligned for two weeks.
Evidence
Evidence
- 2026-11-02据报道,三星计划2030年底前全面退出8英寸代工业务;台积电亦计划将约80%的8英寸产能分阶段转移至世界先进TrendForce · impact 65
- 2026-11-02三星电子计划2030年底前关闭全部8英寸代工产线并已通知客户The Elec · impact 65
- 2026-11-05华虹半导体计划扩展硅光子学与电源管理芯片业务,AI芯片短缺提升其定价能力DigiTimes Asia · impact 60
- 2026-W13NPI 2026-W13 · -12.5%NuAxi NPI · stale
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Source: Nasdaq public end-of-day endpoint