Oxford Instruments' plasma processing equipment enables Coherent Corp to ramp up 6-inch InP wafer fabrication. This marks the industry's first fully automated capability for photonic devices. Bearish: Increased InP wafer supply capacity may put downward pressure on spot prices.
Veeco Instruments received an order for its Propel300 MOCVD system from a major power semiconductor IDM for GaN-on-Si production on 300mm wafers. This indicates an ongoing capacity build-out in the GaN power device sector, driven by demand in applications like electric vehicles and data centers. Watch: This equipment sale signals future supply expansion, which could ease long-term pricing pressure on GaN power components, but the immediate trading impact is indirect.
Veeco Instruments has received multiple orders for its advanced wet processing and lithography systems from a leading specialist foundry, with deliveries starting in Q1 2026. The equipment will be used to support advanced packaging and silicon photonics production for AI, automotive, and communications markets. Watch: This signals a significant, long-term capacity expansion for critical packaging technologies, potentially easing future supply constraints but with no immediate trading impact.
IntelliEPI received a $4.12M grant from the Texas Semiconductor Innovation Fund to build a new 30,000 sq ft wafer production facility in Allen, Texas, which is expected to nearly triple its annual production output. The grant is part of the Texas CHIPS Act, aimed at bolstering in-state semiconductor manufacturing. Bearish: The significant capacity expansion for MBE-grown epitaxial wafers, used in RF and photonics, could increase supply and exert downward pressure on prices for these specialized components in the medium term.
Texas Instruments has begun GaN power semiconductor production at its Aizu, Japan fab, which, combined with its Dallas operations, quadruples its internal manufacturing capacity for these components. This expansion addresses growing demand for GaN in applications like data centers and EVs, where it offers efficiency advantages over silicon. Bearish: The significant increase in captive supply for a key player reduces potential supply constraints and could exert downward pressure on GaN power semiconductor pricing in the medium term.
GaN Systems is tripling its North American headquarters footprint and opening a new design center in Dallas, driven by revenue growth and increased design wins. This expansion follows a recent increase in its Asia Pacific presence and aims to support more customer designs globally. Neutral: This long-term capacity build-out supports future supply but does not indicate an immediate shortage or price pressure for GaN components.
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