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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Sep 2

1 items

23:59Impact score 10
Sub-GHz芯片2032年规模将达39.96亿美元
QYR预测2032年中国Sub-GHz芯片市场规模将达39.96亿美元，2026-2032年复合增长率8.6%。市场正由独立收发器向高集成度SoC及Wireless MCU演进，受智能表计与智慧城市需求驱动。
利多
高集成度SoC及Wireless MCU厂商。
Sub-GHz Chip Sub-GHz Transceiver Wireless SoCMarket Analysis

Wed, Feb 18

1 items

00:16Impact score 45
AI需求挤占DRAM产能，索尼PS新机或推迟至2029年
AI芯片需求激增导致DRAM与NAND供应持续短缺，已冲击消费电子新品规划。据Bloomberg报告，索尼下一代PlayStation或推迟至2028-2029年，任天堂正考虑上调Switch 2售价。
利多
AI投资挤占成熟制程与存储芯片产能，加剧消费电子领域供应紧张局面。
DRAM NAND FlashSony, Nintendo and 3 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