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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Mar 22

1 items

03:37Impact score 65
高通骁龙8 Elite Gen5首发S26 Ultra
高通副总裁Chris Patrick确认与三星电子深化合作，骁龙8 Elite Gen 5将首发用于Galaxy S26 Ultra。双方在AI设备、半导体代工及机器人领域达成“一队”共识，并计划在笔记本领域采用下一代骁龙X2平台。
利多
旗舰SoC需求确认，AI PC芯片出货预期增强。
Snapdragon 8 Elite Gen 5 Snapdragon X1 Snapdragon X2Qualcomm Inc., Samsung ElectronicsPartnership/M&A

Mon, Mar 9

1 items

15:16Impact score 65
ST微电子获Qualcomm穿戴芯片预验证
ST微电子的LSM6DSV32X惯性传感器和ST54L NFC控制器已获Qualcomm Snapdragon Wear Elite平台预验证。该平台为3nm制程，三星、谷歌等大厂将采用。
利多
该合作确认了ST在高端穿戴设备供应链中的地位，利好相关传感器及NFC芯片需求。
Inertial sensor NFC controller Secure ElementSTMicroelectronics, Qualcomm and 5 totalPartnership/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