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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Aug 9

1 items

19:54Impact score 45
SK海力士拟出售重庆工厂估值30亿美元
SK海力士正考虑出售重庆NAND封装测试基地，估值约30亿美元，潜在买家包括中国基金。此举旨在加速增长，但交易仍处初步阶段。
关注
潜在供应链结构变化。
NAND FlashSK hynixPartnership/M&A

Tue, Mar 17

1 items

10:58Impact score 10
SK海力士与NVIDIA强化HBM4合作
SK集团会长崔泰源首次出席NVIDIA GTC 2026，旨在巩固SK海力士作为AI生态“创新伙伴”的角色。双方讨论了HBM4在下一代Rubin平台的应用，延续了长期的内存与GPU合作。
中性
此为高层关系展示，未披露影响现货市场的具体产能、订单或价格信息。
HBM4SK hynix, NVIDIAPartnership/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