NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Oct 24

18:10Impact score 58
Riber receives order for MBE 49 GaN production system
Riber S.A. received an order for an MBE 49 production system from an Asian industrial customer for delivery in 2025, intended to boost GaN optoelectronic component capacity. The system will support increased production for consumer fast chargers, power supplies, and automotive research. Bullish: This signals future supply expansion for GaN wafers/devices, potentially easing long-term constraints for power electronics, but the 2025 delivery date delays the impact.
GaN Epitaxial WafersGaN Power DevicesRiber S.A.Semiconductor TodayCapacity Change

23:40Impact score 60
onsemi selects Czech Republic to establish $2bn end-to-end silicon carbide production for power semiconductors
onsemi plans to establish a $2 billion vertically integrated silicon carbide (SiC) manufacturing facility in the Czech Republic to meet demand from EVs, renewables, and AI data centers. This move represents a significant long-term capacity expansion for SiC power semiconductors. Bearish: This large-scale capacity addition, while addressing future demand, increases long-term supply potential, which could put downward pressure on SiC component pricing once online.
Silicon Carbide (SiC) MOSFETsSiC Power SemiconductorsonsemiSemiconductor TodayCapacity Change

01:29Impact score 55
GlobalFoundries gains $35m US Government funding to accelerate 200mm GaN-on-Si chip production
GlobalFoundries received $35 million in US federal funding to accelerate the manufacturing of its gallium nitride (GaN) on silicon semiconductors at its Vermont facility. The funding aims to bring the company closer to large-scale production of GaN chips for high-power applications in 5G/6G, automotive, and industrial IoT. Watch: This signals a long-term increase in GaN-on-Si capacity, potentially easing future supply constraints for power electronics, but has no immediate impact on current pricing.
GaN-on-Si Power SemiconductorsGlobalFoundriesSemiconductor TodayCapacity Change

16:34Impact score 58
Soitec inaugurates new plant for SmartSiC wafer production
Soitec has inaugurated a new plant with a final production capacity of 500,000 SmartSiC wafers per year. This expansion is part of the European push to strengthen its semiconductor supply chain, particularly for power electronics used in EVs and energy. Bearish: The significant increase in SiC wafer production capacity is expected to alleviate supply constraints and put downward pressure on future prices.
SiC WafersSoitecSemiconductor TodayCapacity Change

23:46Impact score 55
Coherent and Mitsubishi Electric collaborating to scale manufacturing of silicon carbide power electronics
Coherent Corp and Mitsubishi Electric have signed an MOU to collaborate on scaling manufacturing of silicon carbide power electronics on a 200mm platform. This partnership aims to increase production capacity for SiC devices, a key component in electric vehicles and industrial applications. Bearish: The planned capacity expansion could alleviate long-term supply constraints, potentially easing price pressures for SiC power electronics.
Silicon Carbide (SiC) Power ElectronicsCoherent Corp, Mitsubishi Electric CorpSemiconductor TodayCapacity Change

18:49Impact score 55
SweGaN to build new HQ and GaN-on-SiC epiwafer production facility
SweGaN AB is building a new headquarters and high-capacity GaN-on-SiC epitaxial wafer production facility in Linköping, Sweden. The expansion targets increased production for telecom, satellite, defense, and power electronics applications. Bearish: This capacity addition for a specialized, high-performance material could increase supply availability and exert downward pressure on premium GaN-on-SiC wafer pricing in the medium term.
GaN-on-SiC EpiwafersSweGaN ABSemiconductor TodayCapacity Change

01:27Impact score 58
CVD Equipment receives extra order for ten PVT-150 systems for SiC growth
CVD Equipment Corporation received an additional order for ten PVT-150 systems for delivery in H1 2023, used to grow 150mm silicon carbide boules for power electronics wafers. This order signals continued capital expenditure (capex) investment in expanding SiC substrate manufacturing capacity, a key bottleneck for power semiconductors. Bullish: Increased equipment orders point to future SiC wafer supply growth, but near-term tightness in the substrate market may persist as new capacity ramps.
SiC WafersSiC SubstratesCVD Equipment CorporationSemiconductor TodayCapacity Change

19:09Impact score 55
SweGaN raises €12m in Series A financing to expand production capacity
SweGaN secured €12 million in Series A funding to expand its production capacity for custom GaN-on-SiC epitaxial wafers. The funding round was co-led by venture capital firms and included participation from MediaTek, indicating strategic backing for the specialized supplier. Bearish: Increased wafer supply capacity could ease long-term pricing pressure for GaN-on-SiC materials used in telecom and defense.
GaN-on-SiC Epitaxial WafersSweGaN ABSemiconductor TodayCapacity Change

18:52Impact score 55
GaN Systems expands Taiwan-based Asia operation by 3x
GaN Systems has tripled its operational footprint in Taiwan, driven by a 3x revenue surge from consumer, EV, and data center markets. This expansion signals increased production capacity to meet growing demand for its gallium nitride power switching semiconductors. Bearish: The significant capacity ramp-up for GaN power transistors could ease supply constraints and put downward pressure on pricing in the medium term.
GaN Power TransistorsGaN SystemsSemiconductor TodayCapacity Change