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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Oct 15

1 items

21:34Impact score 55
AWS 图省事，组装式组网能打吗？
AWS采取“能买不做、择廉而用”的组网策略，基于PCIe的NeuronLink协议和标准以太网变体EFA，Scale-Out带宽两代未提升，交换芯片依赖外采，竞争力并不强。
组网 Scale-Up Scale-OutAWS, 英伟达 and 12 total

Wed, Mar 18

1 items

21:18Impact score 15
TeraSignal发布TS5802 200G+铜互连芯片
TeraSignal发布TS5802，业界首款集成CTLE与FFE的200G+铜互连智能信号调理芯片。该产品针对下一代AI加速器、数据中心交换机和有源铜缆进行优化。
中性
此为技术研发进展，未提供影响现有组件供需或价格的直接数据。
Redriver Analog Equalizer Linear InterconnectTeraSignalProduct Launch

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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