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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Mar 20

1 items

21:30Impact score 55
Soitec与Skyworks签署POI晶圆多年供货协议
Soitec与Skyworks签署多年协议，供应POI晶圆用于Sky5平台。该协议确保了Skyworks未来5G智能手机射频需求的长期供应，满足3GHz以上密集信号环境需求。
利多
此合作强化了Soitec在先进移动连接领域的地位，预计将支撑POI晶圆市场需求。
POI wafersSoitec, Skyworks SolutionsPartnership/M&A

Thu, Feb 5

1 items

17:48Impact score 45
SiTime收购瑞萨时钟业务，年收增3亿美元
SiTime将收购瑞萨电子的时钟业务，预计交易完成后年营收增加3亿美元，产品组合扩大超10倍。此举旨在巩固SiTime在精密计时市场的领导地位，被收购业务70%以上毛利，75%营收来自AI-数据中心-通信领域。
利多
市场集中度提升，可能影响特定时钟产品供应；关注：整合进程及对瑞萨嵌入式客户供应链的潜在影响。
Timing Devices Clocks MEMS ResonatorsSiTime Corporation, Renesas Electronics CorporationPartnership/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