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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Sep 16

1 items

06:43Impact score 65
谷歌TPU 1M芯片级规模
谷歌TPU系统规模扩展至100万芯片，与Anthropic签署400亿美元协议。电力供应取代芯片成为扩张瓶颈。
利多
AI算力及电力基础设施需求。
TPU HBM Power InfrastructureGoogle, Anthropic and 3 totalPartnership/M&A

Sat, Aug 29

1 items

19:55Impact score 65
西普尼与SK TES签署贵金属精炼协议
西普尼与SK TES签署战略合作协议，将利用高端冶炼技术处理含贵金属电子物料。SK集团旗下SK海力士是核心存储巨头，ITAD及贵金属回收市场前景广阔。
利多
西普尼，有望打通存储芯片产业链的贵金属回收与精炼环节。
Precious Metals Electronic MaterialsSK Group, SK Ecoplant and 4 totalPartnership/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