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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Aug 14

1 items

21:24Impact score 45
Qualcomm芯片遭ITC禁令，重设计耗时18个月
ITC拒绝暂停对Qualcomm芯片的禁令，迫使手机厂商进行18至24个月的重设计。CTIA警告禁令将损害竞争力并将成本转嫁给消费者。
利空
ITC禁令风险给供应链带来重大政策压力。
Qualcomm Chips Broadcom ChipsQualcomm, BroadcomPolicy/Regulation

Sun, May 17

1 items

19:40Impact score 45
FTC调查Arm限制竞争对手架构访问
美国FTC调查Arm是否垄断架构或限制竞争对手访问，此前Arm推出自研AGI CPU。该事件源于Arm与Qualcomm的法律纠纷及Qualcomm发起的反垄断活动。
关注
监管风险上升，可能影响Arm的授权业务模式及市场地位。
Arm Architecture AGI CPUArm HoldingsPolicy/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