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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, May 29

1 items

17:05Impact score 10
英特尔CEO要求设计一次流片
英特尔CEO Lip-Bu Tan强制推行A0流片即量产规则，多次返工将导致解雇。此举旨在整顿工程文化，但缺乏具体供应链数据。
Chip Design Process TechnologyIntel CorporationFinancial/Earnings

Fri, Apr 24

1 items

18:16Impact score 65
Lam Research营收创纪录达58.41亿美元
Lam Research Q1 2026营收58.41亿美元，同比增长23.7%，连续三个季度创纪录。AI需求激增及晶圆厂投资推动，其中DRAM设备占比达27%创纪录，客户支持业务营收首次突破20亿美元。
利多
业绩超预期且指引强劲，显示半导体设备需求持续旺盛。
DRAM NAND Flash Foundry EquipmentLam ResearchFinancial/Earnings

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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