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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Mar 17

1 items

20:15Impact score 10
Sivers携手O-Net Enablence开发AI数据中心光源
Sivers与O-Net及Enablence达成合作，共同开发面向AI数据中心及HPC系统的CPO外部光源模块。该合作整合了Sivers的激光阵列与Enablence的NxN星形耦合器。
关注
该合作对CPO产业链产能及需求的潜在拉动作用。
激光阵列光组件 CPO模块Sivers Semiconductors AB, O-Net Technologies and 3 totalPartnership/M&A

Sat, Feb 12

1 items

00:35Impact score 10
POET科技获Celestial AI光模块采购订单
POET科技与Celestial AI达成协议，将供应基于其光学中介层平台的多激光器外部光源模块。该合作旨在为数据中心AI与高性能计算市场提供光子引擎。
中性
此为两家细分领域公司的具体供应协议，对主流电子元件的供应、价格及交易库存决策暂无直接广泛影响。
Optical Interposer Integrated Light EnginePOET Technologies Inc, Celestial AIPartnership/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