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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Aug 21

1 items

08:14Impact score 10
移动版RTX 5090受制24GB显存，M5 Max长上下文占优
移动版RTX 5090在处理小模型时性能领先M5 Max，但在长上下文场景下因24GB显存不足而大幅落后。测试显示，当面对超大模型或长上下文时，M5 Max的128GB统一内存优势显现，而RTX 5090受限于显存容量。
利空
消费级GPU显存瓶颈显现；关注：英伟达或推“RTX Spark”应对。
GPU DRAMNVIDIA, AppleMarket 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