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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Mar 6

1 items

10:05Impact score 5
脉冲压缩光栅头部企业市占率排名出炉
恒州诚思发布2026年脉冲压缩用衍射光栅行业头部企业市占率排名报告。该产品为啁啾脉冲放大技术核心部件，主要应用于超短脉冲激光器。
利多
关注头部厂商如福晶科技的市场地位变化。
脉冲压缩用衍射光栅Shimadzu, Zeiss and 13 totalMarket Analysis

Fri, Feb 27

1 items

07:33Impact score 15
英伟达GTC 2026前瞻：聚焦系统级AI解决方案
广发证券报告前瞻英伟达2026年GTC大会，重点将从单一芯片转向系统性解决AI推理与算力扩展瓶颈。报告预计将展示Rubin商用时间表、配备256个LPU的增强型机架，以及为NVL576引入CPO/NPO光学互连。
关注
此为技术路线图前瞻，对当前供应链及现货价格无直接影响。
LPU HBM4 PCBNVIDIA, Groq and 5 totalMarket Analysis

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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