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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Jun 29

1 items

12:11Impact score 15
立讯精密确认CPO合作，资本支出50亿
立讯精密子公司立讯精密科技确认与台积电CPO合作，资本支出将达50亿新台币。该公司正加速向共封装光学（CPO）转型，并任命前台积电高管以推动高速光收发器商业化。
关注
光互连封装产能布局变化，长期利好CPO产业链。
CPO Optical Transceivers High-speed Optical InterconnectsShunSin Technology Holdings, Foxconn and 3 totalPartnership/M&A

Thu, Feb 26

1 items

22:00Impact score 25
Tower与Salience合作量产光开关
Salience Labs与Tower半导体宣布合作，将利用Tower的PH18DA和TPS45PH硅光平台量产光开关。随着AI数据中心对带宽和低延迟需求的激增，双方将产品从开发阶段推进至预生产阶段。
利多
该合作强化了硅光技术在AI基础设施中的规模化应用前景，利好Tower半导体产能利用率。
Optical Circuit Switches Photonic Integrated Circuits Silicon PhotonicsTower Semiconductor, Salience Labs LimitedPartnership/M&A

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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