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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Apr 29

1 items

14:57Impact score 75
FCC扩大禁令覆盖移动热点及5G设备
FCC将禁令扩大至移动热点及便携式Wi-Fi设备。此举标志着美国将国家安全技术管控从固定宽带延伸至移动终端。
利多
美国本土芯片厂商，相关设备在美市场面临短缺。
Mobile Hotspots Portable Wi-Fi Home CPEQualcomm, Broadcom and 4 totalPolicy/Regulation

Sat, Apr 25

1 items

19:16Impact score 75
FCC禁令覆盖随身Wi-Fi及CPE设备
FCC禁止进口所有新款外国消费级路由器及随身Wi-Fi、CPE设备。该禁令旨在限制中国制造商影响力并推进供应链去中国化，未来将公布针对盟友的豁免清单。
利多
Wi-Fi芯片及射频芯片供应，中国厂商面临出口受限风险。
Wi-Fi Chip Router SoC RF ChipFCC, China-based router manufacturersPolicy/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