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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Aug 27

1 items

07:51Impact score 65
高通联手三星SK海力士推HBC
高通携手三星与SK海力士开发HBC架构，计划于明年推出首款产品。该架构通过堆叠LPDDR与计算芯片，宣称在同等功耗下带宽达HBM的6倍。
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新架构可能分流HBM需求，但为高通锁定供应链。
LPDDR HBM HBCQualcomm, Samsung Electronics and 4 totalPartnership/M&A

Tue, Apr 28

1 items

15:35Impact score 60
南亚科技获英伟达AI平台订单，切入LPDDR生态
南亚科技通过LPDDR产品获得英伟达下一代AI平台Vera Rubin的供应链地位，并与台积电合作先进封装。这是首家台湾内存制造商进入英伟达AI服务器主内存生态系统，标志着架构向低功耗DRAM转变。
利多
确认英伟达对LPDDR的需求，利好南亚科技及LPDDR供应前景。
LPDDR DRAMNanya Technology, Nvidia and 3 totalPartnership/M&A

Tue, Apr 21

1 items

06:46Impact score 45
高通或转单三星2nm，与SK海力士洽购内存
高通CEO访韩，计划将下一代骁龙8 Elite 2芯片交由三星2nm工艺生产。此举旨在应对台积电持续涨价，并寻求与SK海力士就LPDDR及HBM供应进行合作，以保障AI及服务器业务需求。
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若合作达成，将分散代工风险并锁定内存供应，但需观察三星2nm良率及最终协议。
Application Processor LPDDR HBMQualcomm, Samsung Electronics and 4 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