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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Aug 3

1 items

07:06Impact score 15
AMD韩国签署主权AI协议
AMD与韩国签署协议推进主权AI基础设施，重点在于开放计算、研究合作及人才培养。此举旨在强化韩国本土AI生态系统。
关注
AMD在韩国市场的长期需求增长潜力。
AI Accelerators Data Center GPUsAMDPartnership/M&A

Mon, Jun 8

1 items

19:23Impact score 90
SK海力士获英伟达HBM4多年供应协议
SK海力士与英伟达签署多年协议，共同开发HBM4、LPDDR5X及3D NAND。该合作旨在为英伟达 Vera Rubin 等平台提供保障性供应，并协调产能路线图。
利多
SK海力士高端存储需求，预计相关产品价格将保持坚挺。
HBM4 LPDDR5X 3D NANDSK hynix, NvidiaPartnership/M&A

Mon, Mar 23

1 items

18:16Impact score 15
AEM与ASE深化AI及HPC测试合作
AEM与ASE签署协议，联合开发面向AI及HPC市场的测试解决方案。此举旨在满足快速增长的算力需求。
关注
该合作对测试产能及供应链的潜在影响。
Test Solutions AI ChipsAEM, ASE GroupPartnership/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