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NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Mar 31

1 items

17:18Impact score 10
SK海力士HBM市占率60%，321层NAND量产领先
SK海力士社长宋贤钟获颁工业服务银塔勋章，表彰其在AI内存市场的领导地位。公司通过支持HBM3E研发及321层1Tb TLC NAND量产，实现HBM市占率60%及连续两年业绩创新高。
利多
确认SK海力士在HBM及先进NAND领域的供应链主导地位。
HBM3E NAND FlashSK hynixMarket Analysis

Fri, Mar 27

1 items

08:00Impact score 10
SK海力士GTC展示百万倍HBM4模型
SK海力士在GTC 2026上展示了百万倍放大的HBM4模型，突显了AI基础设施部署的重要性。会议强调在模型集成中追求效率与成本降低，NVIDIA CEO黄仁勋预示了AI智能体的时代。
利多
这种基础设施重心转移及HBM4的推出，预示着高带宽内存将维持强劲需求。
HBM4 DRAMSK hynixMarket 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.

Tesla Model YAcross 30 electronic modules we confirmed 130 parts (120 part numbers), 34 of them from Texas Instruments.See the full teardown All teardowns

Component price indexNPI, vs. prior period

Analog	$0.68	−5.9%
Connector	$0.75	+0.2%
CPU	$386.74	−21.3%
DDR4	$88.40	−0.2%
DDR52026-W13	$14.89	−11.2%
GPU	$478.20	+8.2%
MCU	$0.68	−61.7%Unusual
MLCC	$0.01	+54.0%Unusual
MOSFET	$0.12	−82.8%Unusual
PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

Period 2026-W18All categories