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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Mar 1

1 items

18:42Impact score 25
Taalas HC1芯片推理成本降至0.0075美元
Taalas推出HC1芯片将Llama 3.1 8B硬连线至ASIC，推理成本降至0.0075美元/百万Token。该技术通过物理固化权重绕过HBM，速度达17,000 tokens/秒。
利空
HBM及高端GPU推理需求。
ASIC HBM GPUTaalas, TSMC and 4 totalProduct 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