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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Sep 19

1 items

19:00Impact score 15
马斯克Terafab遭禁令，量产计划受阻
马斯克Terafab项目因商标纠纷面临停工风险，尚未量产芯片。竞争对手Tera-Print已使用该名称十年，主要销售桌面级光刻设备。
关注
法律纠纷可能导致产能扩张计划推迟，需观察后续和解进展。
Terafab, Tera-PrintDisaster/Disruption

Fri, Mar 13

1 items

21:14Impact score 5
伊朗冲突致2Africa海底光缆项目暂停
阿尔卡特朗讯海底网络因伊朗冲突宣布对Meta的2Africa海底光缆项目不可抗力，波斯湾段铺设暂停。此前该项目红海段已因胡塞武装袭击而延误。
关注
此为长期通信基础设施中断，对半导体元器件供应、价格及采购无直接即时影响。
光纤Meta, Alcatel Submarine NetworksDisaster/Disruption

Wed, Mar 16

1 items

03:18Impact score 65
POET深圳研发受阻，关键活动转至新加坡
POET Technologies因深圳疫情封锁，已将关键研发活动转移至新加坡等地。此举旨在减少其数据中心与电信市场所需的光学中介层及光子芯片的开发延误。
关注
生产活动的地理转移为POET高端光子组件带来供应链不确定性，但具体交付影响尚待评估。
Optical Interposer Photonic Integrated Circuits (PICs)POET Technologies IncDisaster/Disruption

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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