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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Jul 15

1 items

13:25Impact score 25
UMC交付首批硅光子IC晶圆，服务AI数据中心
UMC与SILITH宣布完成首批硅光子IC晶圆量产交付。该合作结合了SILITH的1.6T平台与UMC的12英寸产线，服务于AI数据中心光互连。
中性
产能扩张与量产准备就绪，暂无供需缺口信号。
Silicon Photonics ICs Optical Interconnects 1.6T Silicon Photonics PlatformUnited Microelectronics Corporation (UMC), SILITH TechnologyProduct Launch

Thu, Feb 20

1 items

23:37Impact score 15
意法半导体发布硅光与BiCMOS新技术，瞄准2025年光模块量产
意法半导体宣布其新一代硅光及BiCMOS技术，计划于2025年下半年量产用于800Gb/s和1.6Tb/s光模块。此举旨在满足AI数据中心对高性能、高能效互联的指数级增长需求。
中性
此为远期技术路线图，对当前现货市场供需及价格无直接影响。
Silicon Photonics BiCMOS Optical ModulesSTMicroelectronicsProduct Launch

Wed, Nov 20

1 items

18:36Impact score 15
Tower量产1.6Tbps硅光收发器
Tower Semiconductor已开始为多个主要客户量产基于其最新硅光平台的1.6Tbps硅光产品，数据速率较其现有800Gbps产品翻倍。该平台的创新是与数家一级客户紧密合作开发的，客户已开始订购量产数量。
中性
此为特定代工厂的产品发布与技术进展，对更广泛的电子元件现货供应、需求或价格无直接、即时影响。
Silicon Photonics Transceivers Optical InterconnectTower Semiconductor LtdProduct 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