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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Aug 10

1 items

22:18Impact score 60
微软锁定Maia 300产能30万片
微软计划锁定台积电30万片以上Maia 300代工产能，目标超百万片以降低对英伟达依赖。鉴于当前Maia 200接受度低，此举旨在吸引Anthropic等客户并抢占Google、亚马逊市场份额。
利多
AI芯片定制化需求及台积电产能。
Maia 300 Maia 200 AI chipsMicrosoft, TSMC and 5 totalCapacity Change

Thu, Apr 9

1 items

13:00Impact score 60
tozero启动1500吨级电池回收工厂
tozero在巴伐利亚启动了年处理能力超过1500吨电池废料的工厂，生产高纯度碳酸锂、石墨和镍钴混合物。该设施已通过主要制造商的认证，标志着欧洲循环供应链的重要一步。
关注
该里程碑预示着未来原材料供应的潜在增加，但大规模供应仍需时间。
Lithium Carbonate Graphite Nickel-Cobalt MixtozeroCapacity 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.

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