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NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Mar 26

1 items

22:06Impact score 25
CSPs打破供应商锁定获定价权
CSPs利用224G SerDes和UEC打破供应商锁定，重新夺回AI网络控制权。此举赋予其采购灵活性和定价杠杆。
利空
供应链控制权向买方转移，供应商议价能力减弱。
SerDes Ethernet UECCSPs, TrendForceMarket 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