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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, May 11

1 items

06:57Impact score 5
公司加码Micro LED与嵌入式存储
公司加码Micro LED与嵌入式存储mSSD，受益于“光进铜退”及AI光互连需求。
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国产化替代带来的中长期放量空间。
Micro LED 嵌入式存储 mSSDMarket 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