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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Aug 25

1 items

00:00Impact score 10
Coherent启动300mm SiC衬底客户送样，散热性能提升25%
Coherent启动300mm高导热SiC衬底客户送样，散热性能较现有方案提升25%。此举旨在满足AI及HPC领域日益严苛的散热需求。
利多
标志着公司SiC材料技术从研发向商业化评估过渡，未来有望增强先进封装散热材料供应能力。
SiC Substrates 300mm SiC WafersCoherentProduct Launch

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

Mon, May 11

1 items

05:00Impact score 25
Scintil LEAF Light光引擎量产，获NVIDIA投资
Scintil Photonics宣布LEAF Light光引擎进入量产，并获NVIDIA投资。公司利用Tower Semiconductor的硅光产线解决AI算力网络瓶颈。
利多
AI光模块需求增长，硅光产业链产能扩张预期增强。
DWDM Laser Silicon Photonics Optical TransceiversScintil Photonics, Tower Semiconductor 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