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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Mar 12

1 items

00:03Impact score 10
英伟达博通定调CPO商用，1.6T光模块量产
光迅科技展示1.6T光模块，英伟达与博通定调CPO商用时间表。随着AI集群规模扩张，铜缆物理极限倒逼光学器件向芯片侧迁移。
关注
1.6T光模块与CPO技术路线图。
1.6T光模块 CPO 硅光子英伟达, 博通 and 4 totalTechnical

Thu, Mar 5

1 items

12:01Impact score 10
英伟达GB10芯片3nm裸片图曝光，GPU面积增大
英伟达与联发科联合开发的GB10芯片采用台积电3nm工艺，其GPU芯粒面积较5nm版本增大12.5%-16.7%。面积增大源于工艺迁移初期的宽松设计策略，旨在提升良率并可能支持更高频率。
中性
此为技术设计细节，对现有芯片供应、价格及产能无直接影响。
GPUNVIDIA, MediaTek and 3 totalTechnical

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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