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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Aug 22

1 items

01:00Impact score 5
TSMC 2026量产CPO方案，支持200Gbps传输
TSMC 计划 2026 年量产 COUPE CPO 解决方案，实现 200Gbps 操作。该技术通过 SoIC 垂直堆叠电子与光子芯片，提升能效并降低延迟。
利多
TSMC 硅光子代工业务及 AI 互联供应链。
Silicon Photonics Die Optical Engine CPO SolutionTSMCProduct Launch

Sat, Apr 18

1 items

15:23Impact score 35
英伟达Spectrum-X CPO量产，能效提升5倍
英伟达Spectrum-X与博通Tomahawk 5/6 CPO交换机已全面量产，能效分别提升5倍和3.5倍。随着AI算力需求攀升，CPO技术通过集成光引擎大幅降低功耗，将带动硅光引擎、FAU及MPO连接器需求激增。
利多
CPO量产将显著推高相关光学器件价格。
CPO Optical Engines FAUNvidia, Broadcom and 5 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