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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Jul 2

1 items

21:00Impact score 60
onsemi与英诺赛科合作拓展GaN业务
onsemi副总裁Sam Francis确认与英诺赛科建立垂直GaN与横向GaN合作伙伴关系，并指出欧洲车企SiC采用周期长达24至36个月，显著慢于中国车企的12至18个月。
利多
该合作及中国市场的快速采用预示着GaN与SiC功率器件需求将持续增长。
GaN SiC Vertical GaNonsemi, Innoscience and 7 totalPartnership/M&A

Fri, Feb 27

1 items

19:15Impact score 45
紫光国微拟收购瑞能半导体100%股权
紫光国微拟收购瑞能半导体100%股权以切入功率半导体领域。瑞能半导体拥有IGBT及碳化硅技术，与紫光国微现有业务形成互补。
关注
此举能否平滑公司周期波动并提升估值。
IGBT SiC Diodes Power Semiconductors紫光国微, 瑞能半导体Partnership/M&A

Mon, Aug 22

1 items

22:31Impact score 45
赛米控与丹佛斯硅动力合并完成
德国赛米控与丹佛斯硅动力完成合并，以赛米控丹佛斯名义运营，丹佛斯集团为控股股东。此次合并旨在整合双方在IGBT与功率模块领域的资源，形成规模更大的功率半导体供应商。
关注
合并对功率半导体市场供应格局与价格的影响尚待观察。
IGBT Power Modules SiC Power DevicesSemikron, Danfoss Silicon Power GmbHPartnership/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