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NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Mar 26

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23:00Impact score 40
Hanze斥资21.5亿瑞典克朗扩产
2025年北欧EMS厂商完成九起并购，Hanze收购BMK Group耗资21.5亿瑞典克朗。并购集中在国防与航空航天领域，旨在扩大产能与国际版图。
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该整合策略将提升特定高增长领域的供应链稳定性，但长期产能扩张可能带来价格压力。
Hanza, Scanfil and 6 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.

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