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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Sep 8

1 items

20:15Impact score 10
NVIDIA 5070改用GB203芯片，面积增43%
NVIDIA据称将RTX 5070的芯片从GB205切换至更大的GB203。GB203面积达378mm²，需禁用43%核心以匹配12GB GDDR7规格。
中性
此举旨在良率管理，预计性能与价格均无变化。
GPU GB203 GB205NVIDIAProduct Launch

Wed, Mar 18

1 items

00:54Impact score 25
英伟达推RTX PRO 4500 Blackwell，TGP降至165W
英伟达推出单槽被动散热RTX PRO 4500 Blackwell服务器版，配备32GB 25Gbps GDDR7显存及165W TGP。该显卡针对超密集服务器环境设计，显存带宽较主动散热版降低。
利多
GDDR7显存细分市场，但整体市场供需影响中性。
GDDR7 Memory Server GPUNVIDIAProduct 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