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NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Jul 9

1 items

21:09Impact score 2
Hyperion发布航空航天工具指南
Hyperion发布航空航天工具指南，推荐AM10F硬质合金及PCD/PCBN材料。该指南针对钛合金、HRSA等难加工材料提供选材建议。
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无直接供需或价格变动，属技术背景信息。
硬质合金 PCD PCBNHyperion Materials & TechnologiesProduct Launch

Wed, Apr 8

1 items

00:30Impact score 90
三星解决翘曲，SOCAMM2量产提速
三星通过低温焊料解决翘曲问题，量产进度领先。该模块专为NVIDIA Vera Rubin设计，三星预计供应量占需求50%。
利多
三星及SOCAMM2供应链。
SOCAMM2 LPDDR5XSamsung Electronics, Micron and 3 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.

Tesla Model YAcross 30 electronic modules we confirmed 130 parts (120 part numbers), 34 of them from Texas Instruments.See the full teardown All teardowns

Component price indexNPI, vs. prior period

Analog	$0.68	−5.9%
Connector	$0.75	+0.2%
CPU	$386.74	−21.3%
DDR4	$88.40	−0.2%
DDR52026-W13	$14.89	−11.2%
GPU	$478.20	+8.2%
MCU	$0.68	−61.7%Unusual
MLCC	$0.01	+54.0%Unusual
MOSFET	$0.12	−82.8%Unusual
PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

Period 2026-W18All categories