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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Jul 14

1 items

01:30Impact score 90
台积电六月营收同比大涨67.9%
台积电六月营收达4426.8亿新台币，同比增长67.9%。受益于AI数据中心扩张及2nm制程量产启动，客户包括AMD与苹果。
利多
先进制程需求强劲，产能利用率维持高位。
Logic Chips AI ChipsTSMC, AMD and 3 totalFinancial/Earnings

Thu, May 21

1 items

02:24Impact score 65
英伟达2026年CPU目标200亿，中国向华为让步
英伟达本季度营收创纪录并预计增长，同时宣布2026年CPU营收目标为200亿美元。公司承认在中国市场向华为让步，未出货Hopper产品。
关注
英伟达战略转型与市场格局变化带来的供需影响。
CPU GPUNVIDIA, HuaweiFinancial/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