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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Sep 27

1 items

09:11Impact score 10
AI 1.6T升级推高VNA测试设备需求
矢量网络分析仪因AI服务器向1.6T及224G SerDes升级而需求激增。高速互连测试需求从研发环节延伸至制造质量控制。
利多
AI算力升级催生测试设备新百亿市场。
Vector Network Analyzer (VNA)Market Analysis

Wed, Sep 23

1 items

08:38Impact score 85
AI算力建设推动VNA量价齐升
华泰证券研报指出，AI算力建设推动高速互连升级，带动矢量网络分析仪（VNA）需求增长。随着数据中心向800G、1.6T演进，高速连接器及高端PCB对信号完整性要求提高，测试需求量价齐升。
利多
国内厂商，看好其在国产替代背景下实现成长。
矢量网络分析仪 VNAShortage Alert

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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