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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Apr 18

1 items

11:12Impact score 90
800Gbps收发器产能预计短缺40-60%
高盛预测液冷、光学网络和推理算力将跑赢大盘，800Gbps收发器产能预计短缺40-60%。市场关注点正从大型资本开支公告转向识别新兴细分设备供应商。
利多
AI基础设施细分领域存在补涨空间。
液冷光学网络推理算力Shortage Alert

Wed, Feb 25

1 items

07:07Impact score 65
AMD获Meta千亿美元GPU大单，股价涨9%
AMD与Meta达成千亿美元协议，未来五年供应6GW算力芯片，股价应声涨近9%。此举旨在挑战英伟达在AI加速器市场的地位。
利多
确认了AI芯片市场的长期巨额需求，对相关供应链构成直接利好。
AI Accelerator GPUAMD, Meta PlatformsFinancial/Earnings

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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