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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Jul 13

1 items

19:00Impact score 15
Richardson获C-Motive量产订单，2027年启动ZeroMag
Richardson Electronics获选为C-Motive代工，负责ZeroMag电机驱动控制器量产。该协议涵盖设计制造、测试及质量规划，旨在2027年实现商业化生产。
利多
锁定未来产能，利好Richardson Electronics长期营收增长。
Motor Drive ControllerRichardson Electronics, C-Motive TechnologiesPartnership/M&A

Tue, Nov 19

1 items

17:43Impact score 45
Wolfspeed CEO将于11月离职，董事会启动继任者搜寻
Wolfspeed董事会与总裁兼首席执行官Gregg Lowe达成一致，其将于11月离职。此次高层变动正值电动汽车市场对碳化硅需求激增，公司面临扩大产能的关键时期。
关注
核心管理层突然更迭可能影响Wolfspeed的产能爬坡和客户交付计划，为碳化硅供应链稳定性带来不确定性。
SiC Wafers SiC Power DevicesWolfspeed IncPartnership/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