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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Mar 19

1 items

03:40Impact score 45
AMD获三星HBM4供货，或转移部分代工订单
AMD与三星达成HBM4供货协议，并可能将部分先进AI芯片生产转移至三星晶圆厂。此举源于AMD为MI400系列确保HBM4供应的紧迫性，以及英伟达大规模订单导致的供应紧张。
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AMD可能长期调整其先进制程芯片的代工份额，影响台积电与三星的代工竞争格局。
HBM4 DDR5Samsung Electronics, AMD and 3 totalPartnership/M&A

Wed, Oct 26

1 items

19:43Impact score 45
Avicena收购Nanosys微LED晶圆厂
Avicena收购了Nanosys位于桑尼维尔的GaN微LED晶圆厂及工程团队。此举旨在整合微LED制造资产，强化Avicena在光互连领域的垂直整合能力。
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该交易可能收紧用于高端光互连等利基市场的专用微LED供应，影响相关组件采购格局。
GaN micro-LEDsAvicena, NanosysPartnership/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