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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Aug 19

1 items

00:30Impact score 60
福建省规划IC与光电子产值3000亿
福建省发布十五五规划，目标2030年集成电路与光电子产值超3000亿元。该计划重点发展芯片设计、特色工艺及光电子组件，以支撑AI与高端显示需求。
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长期产能扩张计划，利好区域产业链，但短期供需无直接冲击。
Integrated Circuits Compound Semiconductors Next-Generation DisplaysFujian ProvincePolicy/Regulation

Thu, Aug 6

1 items

11:48Impact score 40
华盛顿锁定中际旭创光模块，供应链风险升
中际旭创、Eoptolink和TFC等中国光模块厂商凭借成本优势迅速切入全球AI数据中心。华盛顿正将高速光互连列为继GPU和HBM之后下一个审查重点，意图限制中国厂商。
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中美贸易摩擦升级对光模块供应链的潜在冲击。
Optical ModulesZhongji Innolight, Eoptolink and 3 totalPolicy/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