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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Sep 9

1 items

12:39Impact score 5
华为麒麟回归小米玄玑入局
华为麒麟芯片回归与小米玄玑入局加剧中国本土芯片制造竞争。此举旨在降低对外部技术的依赖，但具体供应链影响尚待观察。
中性
Kirin Chip Xiaomi Xring ChipHuawei, XiaomiMarket Analysis

Fri, May 29

1 items

00:16Impact score 60
格芯获CHIPS法案15.75亿美元，汽车营收增17%
格芯获得15.75亿美元CHIPS法案资金，2025年营收达67.9亿美元，同比增长1%，其中汽车业务增长17%。公司专注特种工艺，包括22FDX和45RFSOI。
利多
资金注入与汽车需求增长支撑其特种工艺产能利用率，但营收增速平缓显示成熟制程市场竞争激烈。
22FDX 45RFSOI 28nmGlobalFoundries, UMC 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