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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Mar 25

1 items

19:52Impact score 15
Sivers与WIN合作扩大DFB激光器量产
Sivers半导体与WIN半导体合作，旨在扩大其专有DFB激光器及阵列技术的高产量制造。该合作利用WIN的GaAs/GaN纯晶圆代工服务，为CWDM/DWDM应用组件铺平量产道路。
中性
此为长期产能与技术合作，对当前组件供应、价格及交易决策无直接影响。
DFB Lasers CWDM/DWDM ComponentsSivers Semiconductors AB, WIN Semiconductors CorpPartnership/M&A

Wed, Mar 9

1 items

16:47Impact score 45
EFFECT收购Viasat相干光DSP业务
EFFECT Photonics于OFC 2022宣布收购Viasat相干光DSP与FEC技术及团队。此举旨在增强其在磷化铟光子集成芯片领域的垂直整合能力，面向移动网络与数据中心市场。
关注
此次并购可能重塑特定光模块组件竞争格局，但对当前现货价格及供应无直接影响。
Coherent Optical DSP FECEFFECT Photonics, Viasat IncPartnership/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