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NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Sep 19

1 items

16:34Impact score 60
神行者8交付搭载高通8397芯片
奇瑞捷豹路虎神行者8今日交付，全系搭载高通骁龙8397芯片及华为ADS5智驾。该车由华为、宁德时代与捷豹路虎联合开发，采用800V高压平台。
利多
该车型交付确认了对高通车规芯片及华为智驾方案的增量需求。
高通骁龙 8397 华为 ADS 5 宁德时代电池奇瑞捷豹路虎, 高通 and 4 totalProduct Launch

Thu, Jun 25

1 items

02:24Impact score 25
OpenAI与博通合作开发Jalapeño芯片，流片仅耗时9个月
OpenAI与博通合作开发名为Jalapeño的推理芯片，宣称能显著提升能效比。该芯片从设计到流片仅耗时9个月，采用AI辅助设计架构。
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OpenAI 自研芯片战略，长期可能分流博通部分AI芯片订单。
AI Inference Chip ASICOpenAI, BroadcomProduct Launch

Fri, Feb 20

1 items

05:31Impact score 10
AMD锐龙10000传闻7种配置，最高24核
AMD下一代锐龙10000系列（Zen 6架构，代号Olympic Ridge）传闻将推出7种配置，核心数从6核至24核不等。这是AMD首次突破8核CCD设计，每个CCD配备48MB L3缓存。
利多
/中性：产品规格升级，但属于传闻阶段，暂无明确的供需或价格变动信号。
Desktop CPUsAdvanced Micro DevicesProduct Launch

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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

NuAxi Stream - Real-Time Semiconductor Intelligence