NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Sep 22

19:43Impact score 55
Germany and Bavaria governments to provide €300m IPCEI funding for ams OSRAM to expand opto R&D and manufacturing
ams OSRAM has secured over €300 million in public funding from German federal and Bavarian state governments via the IPCEI program to expand its optoelectronics R&D and manufacturing over five years. This funding supports Europe's strategic push for digital and green technology sovereignty. Neutral: The long-term capacity increase is a potential bearish factor for component pricing, but the multi-year R&D focus and lack of immediate volume details limit near-term trading impact.
OptoelectronicsLEDSemiconductor Lasersams OSRAM GmbHSemiconductor TodayCapacity Change

16:28Impact score 55
Navitas invests $20m in its first three Aixtron G10-SiC epi reactors
Navitas Semiconductor has invested $20 million to acquire its first three Aixtron G10-SiC epitaxial reactors, marking a strategic move to vertically integrate and increase control over its GeneSiC silicon carbide power semiconductor production. This investment aims to reduce costs and enhance revenue capacity by bringing a key manufacturing step in-house. Bearish: This capacity expansion for SiC power devices adds to the industry's growing supply, potentially easing long-term pricing pressure and availability constraints.
SiC MOSFETSiC Power SemiconductorsNavitas SemiconductorSemiconductor 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

22:50Impact score 65
Coherent cutting over 100 jobs at Newton Aycliffe UK plant by end-May
Coherent Corp is cutting over 100 jobs at its Newton Aycliffe, UK plant by the end of May. This follows the company's recent restructuring and cost-cutting initiatives after its acquisition by II-VI. Watch: The workforce reduction could signal operational challenges or a strategic shift, potentially tightening supply for its specialized laser and optical components.
laser componentsoptical materialsCoherent 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

20:26Impact score 60
Microchip investing $880m to expand SiC and silicon capacity in Colorado Springs
Microchip Technology plans to invest $880 million over several years to expand its silicon carbide (SiC) and silicon production capacity in Colorado Springs. This investment is part of a broader industry push to increase SiC supply for automotive, industrial, and energy applications. Bearish: The planned capacity expansion increases future supply, potentially easing long-term pricing pressure for SiC and silicon power components.
Silicon Carbide (SiC)Silicon (Si) Power SemiconductorsMicrochip Technology IncSemiconductor 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

00:22Impact score 55
SkyWater to build $1.8bn fab in partnership with State of Indiana and Purdue University
SkyWater Technology plans to build a $1.8 billion R&D and production fab in Indiana through a public-private partnership with the state and Purdue University, pursuing CHIPS Act funding. The facility aims to bolster domestic semiconductor manufacturing capacity, particularly for government and specialty applications. Neutral: This long-term capacity addition is not a direct near-term supply event and targets specialized markets, unlikely to immediately impact broad component pricing.
Analog/Power ICsMixed-Signal ICsSpecialty FoundrySkyWater TechnologySemiconductor TodayCapacity Change

19:53Impact score 58
Bosch investing €3bn in semiconductor business by 2026
Robert Bosch GmbH plans to invest €3 billion in its semiconductor division by 2026, supported by European IPCEI funding. This investment aims to expand capacity for automotive and industrial chips, particularly in power semiconductors and MEMS sensors. Bearish: The significant, subsidized capacity expansion for mature-node automotive chips could increase long-term supply, potentially easing specific shortages and putting downward pressure on future prices.
Power SemiconductorsMEMS SensorsASICsRobert Bosch GmbHSemiconductor TodayCapacity Change
01:03Impact score 60
Infineon lays foundation of third wafer fab module in Kulim, Malaysia
Infineon has laid the foundation for a third wafer fab module in Kulim, Malaysia, representing an investment exceeding RM8bn. The expansion is targeted at increasing manufacturing capacity for power semiconductors, specifically silicon carbide (SiC) and gallium nitride (GaN) technologies. Bearish: This significant capacity addition, expected to be operational by Q3 2024, will increase future supply for key wide-bandgap components, potentially easing long-term pricing pressure.
SiC Power SemiconductorsGaN Power SemiconductorsInfineon TechnologiesSemiconductor TodayCapacity Change