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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Jun 19

1 items

18:54Impact score 45
Anthropic关闭Mythos模型，AI芯片需求利空
Anthropic关闭Mythos模型及Fable 5，禁止所有外国国民访问。美国白宫以国家安全为由，针对SK集团及其关联半导体企业实施出口管制。
利空
AI芯片需求，限制前沿模型测试将延缓硬件迭代。
AI ChipsSK Telecom, SK Group and 6 totalPolicy/Regulation

Fri, Mar 27

1 items

01:58Impact score 70
GlobalFoundries起诉Tower索要11项专利禁令
GlobalFoundries起诉Tower半导体侵犯11项专利，并寻求利润赔偿及进口禁令。此次法律战针对Tower在射频芯片和硅光子学等成熟节点的技术。
关注
潜在进口禁令可能引发Tower供应链中断，需警惕其客户面临的产品供应风险。
RF chips Silicon PhotonicsGlobalFoundries, Tower SemiconductorPolicy/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