NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Jul 12

01:54Impact score 60
American Elements to increase production of gallium and germanium
American Elements announced a significant expansion of gallium and germanium production at its Salt Lake City facility. This move is a direct response to China's export controls on these critical semiconductor raw materials, effective August 1st.
利空
The increased Western production capacity aims to mitigate supply risks, potentially easing future price pressure on these materials.
GalliumGermaniumAmerican ElementsSemiconductor TodayCapacity Change

Fri, May 26

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

Thu, May 4

20:08Impact score 65
Wolfspeed’s revenue growth constrained by 200mm SiC material capacity ramp
Wolfspeed reported Q3 FY23 revenue of $228.7M, up 22% YoY, but highlighted that its revenue growth is being constrained by the ramp of its 200mm SiC material capacity. The company is in a critical expansion phase for its Mohawk Valley fab, indicating current supply cannot meet demand. Bullish: The ongoing capacity constraint for a key bottleneck material suggests sustained supply tightness and potential for price support in the SiC market.
SiC SubstratesSiC Power DevicesWolfspeed IncSemiconductor TodayCapacity Change

Thu, Apr 27

02:04Impact score 60
5N Plus to increase AZUR’s production capacity by 30% over 2023–2024
5N Plus subsidiary AZUR SPACE will increase its production capacity by 30% through 2023-2024 to fulfill previously announced contracts. This expansion addresses growing demand for specialty materials used in space and terrestrial solar applications.
利空
The increased supply of key semiconductor materials could ease procurement pressure and exert downward pressure on prices for related components.
Solar CellsSemiconductor Materials5N Plus Inc., AZUR SPACE Solar Power GmbHSemiconductor TodayCapacity Change

Wed, Apr 5

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

Tue, Feb 14

00:46Impact score 58
Wolfspeed expands senior leadership team to support growth
Wolfspeed has promoted four global operations leaders to its senior leadership team to support its accelerated growth and capacity expansion plan. This move signals the company's commitment to scaling production of its silicon carbide and gallium nitride semiconductors. Bearish: The planned capacity expansion for SiC/GaN devices could increase market supply over the medium term, potentially easing pricing pressure.
SiC WafersSiC Power DevicesGaN RF DevicesWolfspeedSemiconductor TodayCapacity Change

Thu, Jan 12

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

Tue, Oct 4

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

Wed, Jun 8

21:03Impact score 45
Riber receives order for two MBE 6000 production systems, plus option for four more
Riber received an order for two MBE 6000 production systems, with an option for four more, from an undisclosed industrial client for delivery this year. MBE systems are critical for producing advanced compound semiconductor materials used in RF, power, and photonics devices. Watch: This signals potential future capacity expansion for specialized III-V semiconductor wafers, but the ultimate supply impact depends on the client's identity and production ramp plans.
Compound Semiconductor WafersIII-V MaterialsRiberSemiconductor TodayCapacity Change

Thu, May 5

21:35Impact score 45
II-VI extends ion implanter disk refurbishing services to Asia
II-VI Incorporated is expanding its ion implanter disk refurbishing services to Asia with a multi-million-dollar facility in Hsinchu, Taiwan, set to open in July. This move aims to support the region's semiconductor foundries by extending equipment lifecycle and reducing downtime. Neutral: This is a capacity expansion for a support service, likely improving operational efficiency for fabs but not directly impacting component supply or prices.
Ion Implanter ComponentsSemiconductor Manufacturing EquipmentII-VI IncorporatedSemiconductor TodayCapacity Change

Tue, Apr 26

18:03Impact score 58
Wolfspeed opens Mohawk Valley 200mm silicon carbide fab
Wolfspeed has officially opened its new 200mm silicon carbide wafer fabrication plant in Mohawk Valley, New York. This facility represents a significant capacity expansion aimed at supporting the industry transition from silicon to SiC-based semiconductors. Bearish: The increased production capacity for SiC wafers and devices could alleviate long-term supply constraints, potentially putting downward pressure on future prices.
Silicon Carbide (SiC) WafersSiC Power SemiconductorsWolfspeed IncSemiconductor TodayCapacity Change

Wed, Mar 9

01:08Impact score 60
II-VI accelerates 150-200mm SiC substrate and epi manufacturing expansion
II-VI Incorporated is accelerating its expansion of 150mm and 200mm silicon carbide (SiC) substrate and epitaxial wafer manufacturing capacity with large-scale factory expansions in Pennsylvania and Sweden. This move is part of the company's previously announced $1 billion, 10-year investment plan to scale SiC production. Bearish: The acceleration of significant new SiC substrate and epi capacity adds to the global supply pipeline, potentially easing long-term supply constraints and putting downward pressure on future pricing.
SiC SubstratesSiC Epitaxial WafersII-VI IncorporatedSemiconductor 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

Wed, Jul 12

American Elements to increase production of gallium and germanium

Fri, May 26

Coherent and Mitsubishi Electric collaborating to scale manufacturing of silicon carbide power electronics

Thu, May 4

Wolfspeed’s revenue growth constrained by 200mm SiC material capacity ramp

Thu, Apr 27

5N Plus to increase AZUR’s production capacity by 30% over 2023–2024

Wed, Apr 5

Coherent cutting over 100 jobs at Newton Aycliffe UK plant by end-May

Tue, Feb 14

Wolfspeed expands senior leadership team to support growth

Thu, Jan 12

CVD Equipment receives extra order for ten PVT-150 systems for SiC growth

Tue, Oct 4

SweGaN raises €12m in Series A financing to expand production capacity

Wed, Jun 8

Riber receives order for two MBE 6000 production systems, plus option for four more

Thu, May 5

II-VI extends ion implanter disk refurbishing services to Asia

Tue, Apr 26

Wolfspeed opens Mohawk Valley 200mm silicon carbide fab

Wed, Mar 9

II-VI accelerates 150-200mm SiC substrate and epi manufacturing expansion

Chip Teardown Lab2 opened

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