NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Feb 12

02:19Impact score 58
STI to spend 12.4 billion yuan for power chip factory in Guangzhou
South Korean chipmaker STI announced a 12.4 billion yuan investment to build a power semiconductor factory in Guangzhou, China, with initial production of AMB ceramic substrates starting by year-end and an eventual annual capacity of 3 billion yuan. The move targets high-demand applications in EVs and power grids. Bearish: This significant capacity addition for power semiconductor materials could increase supply pressure on the market, potentially leading to price softening for related components.
Power SemiconductorsSiCAMB Ceramic SubstratesSTIThe ElecCapacity Change

Thu, Jan 15

15:57Impact score 78
Samsung to close down one of its 8-inch foundry fabs within the year
Samsung will close its S7 8-inch foundry fab in H2, cutting its 8-inch wafer capacity by ~50k wpm (from 250k). This is part of an industry trend where TSMC is also reducing 8-inch capacity, tightening supply amid strong demand for AI server PMICs. Bullish: The supply reduction, coupled with DB Hitek operating at full capacity and competitors planning 5-20% price hikes, signals upward price pressure for 8-inch wafer output.
Power Management ICsDisplay Driver ICsCMOS Image SensorsSamsung Electronics, TSMC and 7 totalThe ElecCapacity Change

Tue, Nov 18

02:30Impact score 65
Oxford Instruments’ plasma processing equipment enabling Coherent to ramp up 6-inch InP fabs
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.
InP wafersOxford Instruments, Coherent CorpSemiconductor TodayCapacity Change

Thu, Aug 7

01:51Impact score 58
Coherent inaugurates $127m factory in Vietnam
Coherent Corp has inaugurated a new $127 million manufacturing facility in Vietnam to produce precision-engineered materials and photonics components. This expansion increases global supply capacity for components used in smartphones, EVs, and medical devices. Bearish: The addition of new capacity for commoditized photonics materials could exert downward pressure on prices in the medium term.
photonics componentsprecision-engineered materialsCoherent CorpSemiconductor TodayCapacity Change

Thu, Jul 3

20:18Impact score 60
TSMC to cease GaN foundry production by end-July 2027 due to price pressure from Chinese rivals
TSMC will cease its GaN foundry production by end-July 2027, losing a key customer as Navitas transitions its 650V GaN device production to Powerchip over the next 12-24 months. This move is attributed to price pressure from Chinese rivals, indicating oversupply and margin erosion in the GaN foundry segment. Bearish: This signals increased competition and potential price declines for GaN foundry services, as capacity shifts to lower-cost producers.
GaN-on-Si Power ICs650V GaN DevicesTaiwan Semiconductor Manufacturing Company Ltd (TSMC), Navitas Semiconductor Corp and 3 totalSemiconductor TodayCapacity Change

Fri, May 23

23:17Impact score 55
Wolfspeed re-hires former LED Products division head David Emerson as chief operating officer
Wolfspeed has appointed former executive David Emerson as its new Chief Operating Officer, tasked with overseeing operational excellence across its 200mm facilities and reducing customer lead times. This move signals a strategic focus on improving manufacturing efficiency and supply chain execution for its silicon carbide products. Watch: This operational reshuffle could potentially tighten supply discipline and improve delivery reliability for Wolfspeed's SiC materials and devices, but the direct price impact depends on execution success.
SiC WafersSiC Power DevicesWolfspeed IncSemiconductor TodayCapacity Change

Mon, May 19

16:24Impact score 55
Gelest opens new production plant
Gelest Inc, a Mitsubishi Chemical Group company, has opened a new 50,000 sq ft production facility in Morrisville, PA. The expansion aims to increase production capacity for specialty silicones and other materials used in microelectronics and other industries. Bearish: This capacity addition for key electronic materials could alleviate supply constraints and exert downward pressure on prices in the long term.
specialty siliconesorganosilanesmetal-organicsGelest IncSemiconductor TodayCapacity Change

Sat, Apr 12

00:13Impact score 45
European firm to invest up to €250m in photonic chip production at former BelGaN site
A European investor has agreed to acquire the former BelGaN GaN foundry site in Belgium for €20.35 million, with plans to invest up to €250 million to convert it into a photonic chip production facility. The original GaN manufacturing equipment was previously auctioned off, raising over €23 million. Watch: This represents a long-term, indirect capacity addition for photonic chips, but the impact on the current trading landscape for established components like GaN power devices is neutral as the facility is being repurposed.
Photonic ChipsBelGaNSemiconductor TodayCapacity Change

Thu, Mar 27

23:56Impact score 58
UK welcomes Vishay’s planned £250m investment in Newport Wafer Fab for silicon carbide device production
Vishay Intertechnology plans to invest £250 million to boost silicon carbide device production at its Newport Wafer Fab subsidiary in the UK. This investment is part of a broader initiative to develop large-scale compound semiconductor manufacturing in the region. Bearish: The planned capacity expansion for SiC devices could increase long-term supply, potentially easing future constraints and putting downward pressure on prices.
Silicon Carbide (SiC) DevicesVishay Intertechnology IncSemiconductor TodayCapacity Change

Wed, Jan 29

17:00Impact score 55
Indichip to construct $1.4bn silicon carbide fab
Indichip Semiconductors has signed an MoU to build a $1.4 billion silicon carbide (SiC) fab in Andhra Pradesh, India. This represents a significant long-term capacity addition in the SiC supply chain, a key material for electric vehicles and power electronics. Bearish: The announcement signals increased future supply for SiC wafers and devices, potentially easing long-term pricing pressure.
Silicon Carbide (SiC) WafersSiC Power DevicesIndichip Semiconductors LtdSemiconductor TodayCapacity Change

Wed, Jan 15

03:40Impact score 60
MACOM unveils five-year, $345m plan to expand 100mm GaN and GaAs production and introduce 150mm GaN
MACOM announced a five-year, $345 million capital investment plan to modernize and expand its 100mm GaN and GaAs wafer fabs in the US, while introducing 150mm GaN production. This expansion aims to increase supply for RF, microwave, and analog applications. Bearish: The significant, long-term capacity increase for GaN/GaAs RF components could alleviate supply constraints and exert downward pressure on future prices.
GaN RFGaAs RFMACOM Technology Solutions Inc.Semiconductor TodayCapacity Change

Thu, Jan 9

23:01Impact score 60
Teledyne Imaging Sensors places repeat order for Riber MBE 412 cluster system
Teledyne Imaging Sensors placed a repeat order for a Riber MBE 412 cluster system for delivery in 2025 to expand its production capacity for high-performance infrared devices. This indicates sustained demand and planned output growth for specialized infrared components used in defense and aerospace. Bullish: This capacity expansion, driven by fulfilling new contracts, signals tight supply and strong future demand for high-end infrared sensors, potentially supporting prices.
Infrared SensorsFocal Plane ArraysTeledyne Imaging Sensors, RiberSemiconductor TodayCapacity Change

Tue, Dec 3

16:43Impact score 60
Japan investing ¥70.5bn in ¥211.6bn joint DENSO–Fuji Electric plan to boost SiC power semi production
Japan's METI approved a ¥70.5bn subsidy for a ¥211.6bn joint investment plan by DENSO and Fuji Electric to boost domestic SiC power semiconductor production. This is part of Japan's national strategy to secure supply chains for next-generation automotive and industrial components. Bearish: The significant capacity expansion, backed by government funding, increases future supply, potentially easing long-term pricing pressure on SiC power devices.
SiC Power SemiconductorsDENSO Corp, Fuji Electric Co LtdSemiconductor TodayCapacity Change

Tue, Sep 3

18:55Impact score 60
Wolfspeed accelerating shift of device fabrication to 200mm Mohawk Valley Fab, while mulling closure of 150mm Durham device fab
Wolfspeed is accelerating the shift of its device fabrication to its 200mm Mohawk Valley fab and considering closing its 150mm Durham device fab. This strategic move aims to increase production efficiency and scale for its SiC and GaN power and RF products. Watch: The transition could temporarily constrain supply during the ramp-up but is ultimately bullish for long-term capacity and cost structure.
Silicon Carbide (SiC) MOSFETsGallium Nitride (GaN) RF DevicesWolfspeed IncSemiconductor TodayCapacity Change

Tue, Jul 16

20:34Impact score 55
Nexperia orders Aixtron G10-SiC and G10-GaN systems for Hamburg fab
Nexperia has placed a follow-up order for Aixtron's G10-SiC CVD and G10-GaN MOCVD systems to expand its 200mm wafer production of SiC and GaN power devices at its Hamburg fab. This investment signals a continued push to scale up production capacity for these wide-bandgap semiconductors. Bearish: This capacity expansion, while specific to Nexperia, contributes to the broader industry trend of increasing supply for SiC and GaN power devices, potentially easing long-term supply constraints and putting downward pressure on future pricing.
SiC MOSFETGaN HEMTNexperia, Aixtron SESemiconductor TodayCapacity Change

Tue, Jun 25

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
17:10Impact score 60
Wolfspeed’s Mohawk Valley 200mm SiC fab reaches 20% utilization
Wolfspeed's 200mm SiC fab in Mohawk Valley has reached 20% wafer start utilization, marking a key step in its capacity ramp. This progress aims to address the structural shortage of silicon carbide power devices driven by EV and industrial demand. Bearish: Increased supply from a major SiC manufacturer could ease long-term pricing pressure and alleviate shortages, impacting spot market dynamics.
SiC MOSFETSiC Power DeviceWolfspeed IncSemiconductor TodayCapacity Change

Fri, Apr 19

17:22Impact score 58
Wolfspeed orders multiple Aixtron G10-SiC systems to support ramp-up of 200mm epi production
Wolfspeed has placed multiple orders for Aixtron's G10-SiC CVD systems in Q3 and Q4 2023 to ramp up production of 200mm silicon carbide epitaxial wafers. This investment is part of Wolfspeed's ongoing capacity expansion to meet growing demand for SiC power devices in electric vehicles and industrial applications. Bearish: This signals a future increase in SiC wafer supply, which could ease long-term pricing pressure but does not indicate an immediate oversupply.
SiC Epitaxial WafersSiC Power SemiconductorsWolfspeed Inc, Aixtron SESemiconductor TodayCapacity Change

Wed, Mar 27

19:50Impact score 60
Wolfspeed tops out construction of John Palmour Manufacturing Center for Silicon Carbide
Wolfspeed celebrated the structural completion of its $5 billion John Palmour Manufacturing Center for Silicon Carbide in North Carolina, with phase one expected to be finished by end of 2024. This facility is a major capacity expansion aimed at meeting growing demand for SiC materials and devices in electric vehicles and industrial markets. Bearish: The significant addition of future SiC wafer and device capacity from a leading supplier could ease long-term supply constraints and put downward pressure on prices.
SiC WafersSiC Power DevicesWolfspeed IncSemiconductor TodayCapacity Change

Tue, Dec 12

18:22Impact score 45
Riber receives order from Asia for two MBE 6000 production systems
Riber S.A. received a major order from an Asian industrial customer for two MBE 6000 multi-wafer production systems, scheduled for delivery in 2024. The systems will be used to produce HEMT epiwafers for mobile comms and antimony-based optoelectronic components. Watch: This signals future capacity expansion for specialized compound semiconductor components, potentially easing long-term supply constraints but with no immediate trading impact.
HEMT EpiwafersAntimony-based Optoelectronic ComponentsRiber S.A.Semiconductor TodayCapacity Change

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

NuAxi Stream - Real-Time Semiconductor Intelligence

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