Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Aug 14

1 items

20:00Impact score 25
Sivers与SemiNex签340万美元InP项目
Sivers与SemiNex签署340万美元InP光源项目，聚焦AI数据中心互连用高功率外腔激光器及DFB阵列。
利多
验证AI光互连需求，推动InP激光器及CPO产业链扩产预期。
InP Laser Diodes DFB Lasers SOASivers Semiconductors, SemiNex CorporationPartnership/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.

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