Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Aug 29

1 items

23:55Impact score 10
长鑫存储起诉美国挑战1260H清单
长鑫存储起诉美国国防部挑战1260H清单合法性。此前小米、中微等企业已胜诉，长鑫此前曾被移除后又重新列入。
关注
此案对国产存储供应链合规及出口管制的潜在影响。
DRAMCXMT, Xiaomi and 3 totalPolicy/Regulation

Fri, Apr 3

1 items

15:15Impact score 10
工信部与中兴小米座谈“十五五”规划
工信部电子信息司与中兴通讯、小米集团就电子信息制造业“十五五”规划进行座谈调研。企业方介绍了芯片、基础网络及AI终端等领域的看法，强调智能化、绿色化是产业升级关键窗口。
中性
此为高层级政策规划会议，未涉及具体产能、价格或供应链变动，对短期交易无直接影响。
AI Chips Compute InfrastructureZTE Corporation, Xiaomi GroupPolicy/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