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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Sep 11

1 items

13:37Impact score 65
国产芯片包揽中直机关10个采购包
中直机关10个采购包全被兆芯等五大国产平台拿下，英特尔AMD今年全部退出。这是国产芯片在政府端份额的显著提升。
利多
国产CPU需求，利空英特尔AMD政府市场。
笔记本电脑CPU 国产CPU兆芯, 飞腾 and 7 totalPolicy/Regulation

Sun, Jun 14

1 items

22:57Impact score 10
AI芯片出口管制再现，类比苹果G4
Anthropic 因出口管制暂停供应 Mythos 5/Fable 5 模型，类似 1999 年苹果 G4 被禁。当时苹果利用此事件营销，美国政府随后提高标准解除限制，如今 AI 管制逻辑相似。
关注
AI 芯片出口政策风险。
AI ChipsApple, AnthropicPolicy/Regulation

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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