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NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Oct 5

1 items

03:40Impact score 90
中国斥资130亿美元囤积ASML光刻机
中国2024-25年斥资超130亿美元囤积343台ASML DUV光刻机，支持7nm级芯片生产。
利多
ASML营收，中国占其2024年净销售额的41%。
DUV Lithography Systems Immersion DUV SystemsASML, Huawei and 3 totalCapacity Change

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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.

Tesla Model YAcross 30 electronic modules we confirmed 130 parts (120 part numbers), 34 of them from Texas Instruments.See the full teardown All teardowns

Component price indexNPI, vs. prior period

Analog	$0.68	−5.9%
Connector	$0.75	+0.2%
CPU	$386.74	−21.3%
DDR4	$88.40	−0.2%
DDR52026-W13	$14.89	−11.2%
GPU	$478.20	+8.2%
MCU	$0.68	−61.7%Unusual
MLCC	$0.01	+54.0%Unusual
MOSFET	$0.12	−82.8%Unusual
PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

Period 2026-W18All categories