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NuAxi Stream - Real-Time Semiconductor Intelligence

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

Fri, Jun 12

1 items

08:39Impact score 90
NVIDIA开放Vera CPU对华销售，单客订300台
NVIDIA计划8月起向中国客户开放Vera CPU销售，单一大客户已预订超300台服务器。针对H200出货受阻，且全球AI推理需求激增导致Intel和AMD服务器CPU供应紧张。
利多
NVIDIA CPU业务及SK海力士、台积电等供应链，有望抢占受限市场。
Vera CPU Server CPUsNVIDIA, SK hynix and 5 totalProduct 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.

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