NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Apr 2

02:06Impact score 65
[News] Intel Moves to Reclaim Ireland Fab From Apollo in $14.2B Buyback Amid CPU Demand Strength
Intel will repurchase full ownership of its Ireland fab (Fab 34) from Apollo for $14.2B, funded by cash and $6.5B in new debt. The move consolidates control over a key production hub for Intel 3/4 CPUs amid reported industry-wide price hikes of 10-15%. Bullish: Signals tightening supply control and vertical integration, potentially supporting CPU pricing power.
CPUIntelTrendForceCapacity 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

18:04Impact score 60
onsemi completes expansion of silicon carbide fab in South Korea
onsemi has completed the expansion of its Bucheon, South Korea facility, now claimed as the world's largest SiC fab, with a capacity exceeding 1 million 200mm SiC wafers annually. This expansion is part of a strategic push to meet rising demand for SiC in electric vehicles and industrial applications. Bearish: The significant increase in SiC wafer supply capacity could alleviate supply constraints and exert downward pressure on SiC component prices in the medium term.
SiC WafersSiC Power SemiconductorsonsemiSemiconductor TodayCapacity Change

19:32Impact score 55
onsemi expands Czech silicon carbide wafer and epi fab
onsemi has inaugurated the expansion of its silicon carbide wafer fabrication and epitaxy facility in Rožnov, Czech Republic. This move is part of the company's strategy to increase its internal SiC wafer supply capacity to support growing demand in electric vehicle and energy infrastructure markets. Bearish: The increased internal capacity for SiC wafers is expected to improve supply stability and could exert downward pressure on future SiC wafer pricing as market capacity grows.
Silicon Carbide (SiC) WafersSilicon Carbide (SiC) Epitaxial WafersonsemiSemiconductor TodayCapacity Change

23:21Impact score 60
onsemi expands silicon carbide production facility in New Hampshire
onsemi has expanded its silicon carbide (SiC) production facility in Hudson, New Hampshire, increasing its capacity for SiC wafers and devices. This move is part of the company's strategy to meet growing demand for SiC solutions in electric vehicles and industrial applications. Bearish: The expansion increases future SiC supply, potentially easing long-term pricing pressure and alleviating supply constraints in the power semiconductor market.
Silicon Carbide (SiC) MOSFETsSilicon Carbide (SiC) WafersonsemiSemiconductor TodayCapacity Change