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NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, May 13

1 items

13:18Impact score 25
ams OSRAM 出售 CIS 业务，作价 4000 万欧元
ams OSRAM 以 4000 万欧元将 CIS 业务出售给 indie Semiconductor，以聚焦 AI 光子学。此举旨在加速去杠杆化。
利空
CIS 产能可能转移或重组。
CMOS Image Sensor (CIS)ams OSRAM, indie SemiconductorPartnership/M&A

Wed, Feb 25

1 items

07:17Impact score 10
苹果收购AI光学设计初创公司invrs.io
苹果收购单人AI初创公司invrs.io资产并聘用其创始人马丁·舒伯特。该公司专注于AI辅助光学设计开源工具，与苹果相机、显示及传感器产品路线图相关。
中性
此为长期研发人才收购，对当前元件供应、价格及生产无直接影响。
Optical Components Sensors LiDARApplePartnership/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

NuAxi Stream - Real-Time Semiconductor Intelligence