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NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Apr 19

1 items

15:46Impact score 88
AMD 9950X3D2功耗提至250W
AMD即将推出的R9 9950X3D2处理器默认PPT功耗达250W，较现款提升50W。该产品定位工作站与HEDT市场，售价899美元。
利多
高端CPU及散热器需求，预计将推高相关组件采购成本。
CPU Server CPU Thermal SolutionAdvanced Micro DevicesProduct Launch

Fri, Mar 13

1 items

22:31Impact score 60
JKM耗资750亿韩元建成光刻材料新厂
JKM耗资750亿韩元在世宗市建成新厂，全面生产半导体光刻材料及HBM封装用PSPI、PBO等。
利空
新产能投放可能加剧光刻材料供应过剩压力。
Photoresist Materials PSPI PBOJK Materials Co.Capacity 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