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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Oct 15

1 items

21:34Impact score 55
AWS 图省事，组装式组网能打吗？
AWS采取“能买不做、择廉而用”的组网策略，基于PCIe的NeuronLink协议和标准以太网变体EFA，Scale-Out带宽两代未提升，交换芯片依赖外采，竞争力并不强。
组网 Scale-Up Scale-OutAWS, 英伟达 and 12 total

Tue, Mar 3

1 items

23:32Impact score 10
牛芯半导体启动IPO辅导，专注SerDes与DDR接口IP
接口IP设计公司牛芯半导体已提交上市辅导备案，其产品布局SerDes、DDR等中高端IP。该公司自2020年起累计融资5次，投资方包括国家集成电路产业投资基金二期。
中性
此为资本市场事件，对现货供应、价格及采购决策无直接影响。
Interface IP SerDes IP DDR IP牛芯半导体(深圳)股份有限公司

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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