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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Sep 8

1 items

19:22Impact score 60
SK海力士否认Solidigm拟募资3.6亿美元
SK海力士否认Solidigm拟募资3.6亿美元，但韩媒称估值或达360亿美元。高盛牵线阿布扎比主权基金拟参与IPO。
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M&A与扩产动态。
NAND Flash SSDSK hynix, SolidigmPartnership/M&A

Wed, Apr 8

1 items

03:24Impact score 45
英特尔加入特斯拉TeraFab计划，强化代工业务
英特尔宣布加入特斯拉的TeraFab计划，可能为其提供先进处理器的设计、制造与封装能力。此举旨在满足特斯拉、SpaceX及xAI对下一代AI与机器人应用的海量算力需求。
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该合作若以技术授权或共建晶圆厂模式落地，将强化英特尔代工业务并影响高端芯片长期需求格局。
Advanced Logic AI/Compute ChipsIntel Corporation, Tesla, Inc.Partnership/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