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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Jun 11

1 items

14:00Impact score 65
Doosan Electro-Materials供应AI服务器CCL
Doosan集团将集成Nvidia的Isaac Sim和Jetson Thor以开发Agentic Robot OS，并供应AI服务器用CCL。此举旨在通过物理AI栈支持下一代AI基础设施。
利多
预计将拉动AI工厂对GPU及PCB基材的需求。
Copper Clad Laminate Jetson Thor Isaac SimNvidia, Doosan Group and 5 totalPartnership/M&A

Mon, May 11

1 items

22:04Impact score 60
公司供货沪电胜宏AI算力覆铜板
该公司已向沪电股份和胜宏科技供应AI算力覆铜板，并通过了1.6T光模块认证。同时，公司向英伟达供货AI服务器铜缆，并计划升级HDI产线。
利多
AI算力产业链需求旺盛，相关PCB及覆铜板产品供应紧张。
AI算力覆铜板 1.6T光模块PCB AI服务器铜缆沪电股份, 胜宏科技 and 3 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