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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Mar 1

1 items

21:46Impact score 25
三星计划Galaxy全系导入Exynos芯片
三星移动部门高管称，计划在所有Galaxy产品线中采用自研Exynos芯片，其信心源于2nm工艺的改善。此举是三星长期推广Exynos战略的一部分，但高通芯片仍会因专利和代工合作被继续使用。
利空
/利空/关注: 此为产品路线图声明，对当前芯片供需及价格无直接影响，需关注未来三星晶圆代工产能分配对行业的影响。
Mobile SoCSamsung Electronics, QualcommProduct Launch

Fri, Feb 27

1 items

19:05Impact score 20
三星首发2nm芯片Exynos 2600多核跑分破万
三星全球首款2nm手机芯片Exynos 2600实测多核跑分10444分，与标准版骁龙8E5持平。该芯片采用10核CPU及AMD RDNA 4架构GPU，图形与AI性能大幅提升。
中性
此为产品性能发布，对现有半导体供应链价格及供需无直接影响。
Mobile SoCSamsung ElectronicsProduct 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