Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Aug 30

1 items

19:30Impact score 45
长鑫存储起诉五角大楼试图推翻军工企业认定
长鑫存储起诉五角大楼试图推翻“中国军工企业”认定。公司声称其DRAM产品符合民用JEDEC标准，非军用级，且无与解放军关联。
关注
该诉讼结果将直接影响美国对华DRAM芯片出口管制政策及市场准入。
DRAMChangXin Memory TechnologiesPolicy/Regulation

Sat, May 16

1 items

18:30Impact score 65
欧盟主权云投资20亿依赖Intel/AMD
欧盟主权云项目投资超20亿欧元，但依赖Intel和AMD处理器。这些处理器包含ME和PSP等管理引擎，运行在Ring -3层级，且受美国RISAA法案管辖。
利空
Intel/AMD在欧主权云市场前景，可能引发替代方案需求。
Intel ME AMD PSP Intel AMTIntel, AMDPolicy/Regulation

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.

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