Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Aug 4

1 items

23:54Impact score 25
Silanna合并UV与半导体业务
Silanna将Silanna UV与Silanna Semiconductor合并为单一实体。Silanna UV提供远UVC光源，Silanna Semiconductor生产ADC及特种模拟芯片。
中性
公司架构调整，短期无供需影响。
ADCs Specialty Analog Chips Far-UVC Light SourcesSilannaPartnership/M&A

Tue, Apr 21

1 items

18:00Impact score 45
Aumovio出售比利时工厂，转移300名员工
Aumovio将出售其比利时梅赫伦工厂给Dumarey集团，涉及300名员工转移。此举旨在优化生产布局，以应对欧洲汽车市场产量下滑和价格压力。
关注
工厂所有权变更及生产转移期间，可能对汽车电磁阀、控制单元等组件的短期供应稳定性构成风险。
solenoid valves hydraulic control units electronic control unitsAumovioPartnership/M&A

You've reached the end

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.

Tesla Model YAcross 30 electronic modules we confirmed 130 parts (120 part numbers), 34 of them from Texas Instruments.See the full teardown All teardowns

Component price indexNPI, vs. prior period

Analog	$0.68	−5.9%
Connector	$0.75	+0.2%
CPU	$386.74	−21.3%
DDR4	$88.40	−0.2%
DDR52026-W13	$14.89	−11.2%
GPU	$478.20	+8.2%
MCU	$0.68	−61.7%Unusual
MLCC	$0.01	+54.0%Unusual
MOSFET	$0.12	−82.8%Unusual
PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

Period 2026-W18All categories