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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Jun 1

1 items

13:26Impact score 45
浙江星火计划加速量子技术落地
浙江省发布星火计划征求意见稿，重点发展量子科技等10个未来产业。该政策旨在推动量子芯片、核心器件与场景应用协同发展。
利多
长期利好量子科技产业链需求。
Quantum Chips Quantum Communication Quantum MeasurementPolicy/Regulation

Sat, May 30

1 items

20:00Impact score 10
华为称美禁令催生新架构，国产替代加速
华为轮值董事长徐直军称美国出口管制推动中国半导体产业加速发展，催生LogicFolding芯片架构。美国对Nvidia及AMD芯片的禁令迫使企业转向国产替代方案。
利多
国产芯片产业链，短期无具体价格数据，长期利好国内半导体自主化进程。
Chip ArchitectureHuawei, Nvidia 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