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NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Oct 11

1 items

21:15Impact score 75
Yandex云服务84项离线，流量跌30%
乌克兰无人机袭击Yandex数据中心，导致84项服务离线，网络流量跌至30%。这是对莫斯科袭击基辅数据中心行为的报复。
关注
俄罗斯云基础设施遭受重大破坏。
Data Centers ServersYandex, CloudflareDisaster/Disruption

Tue, Mar 17

1 items

18:20Impact score 78
霍尔木兹海峡封锁威胁台积电能源供应
霍尔木兹海峡潜在封锁威胁台湾37%电网燃料及全部氦气进口，台积电等晶圆厂面临能源与关键材料供应风险。台湾LNG储备仅11天，对突发中断极为脆弱。
利多
高端逻辑芯片供应链中断风险极高，预计将引发现货价格上涨与供应分配收紧。
Advanced Logic Foundry ServicesTSMCDisaster/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

NuAxi Stream - Real-Time Semiconductor Intelligence