Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Jun 11

1 items

23:45Impact score 60
Veeco LUMINA+获Ennostar认证
Veeco宣布其LUMINA+ MOCVD系统获Ennostar认证，确立高容量砷磷化合物生产新基准。Ennostar作为III-V材料解决方案提供商，此次采购将推动其产能扩张。
利多
设备制造商订单，III-V材料供应预期增加。
MOCVD Equipment III-V Materials Laser DiodesVeeco Instruments, Ennostar CorpPartnership/M&A

Fri, May 29

1 items

00:30Impact score 75
AIXTRON获Lumentum多笔订单
AIXTRON获Lumentum多笔订单，Veeco获超2.5亿美元设备订单。为满足AI数据中心800G及1.6T光模块产能扩张需求。
利多
AI算力基建推动光通信设备制造商订单激增。
MOCVD Equipment InP Lasers Optical TransceiversAIXTRON, Lumentum and 3 totalPartnership/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.

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