NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, May 17

16:17Impact score 58
Skyworks’ quarterly revenue falls 12.9% to $1.046bn
Skyworks Solutions reported fiscal Q2 2024 revenue of $1.046 billion, a sequential decline of 12.9% from $1.201 billion and a year-over-year drop of 9.5%. The decrease reflects ongoing softness in the broader smartphone and end-market demand environment. Bearish: The significant revenue miss signals persistent demand weakness for analog/mixed-signal chips, pressuring pricing and inventory valuation for traders.
Analog SemiconductorsMixed-Signal SemiconductorsSkyworks Solutions IncSemiconductor TodayFinancial/Earnings

Tue, May 14

01:22Impact score 55
Wolfspeed quarterly revenue hit by weak industrial and energy markets
Wolfspeed reported Q3 FY2024 revenue of $200.7M, a 4% sequential decline attributed to weak demand in industrial and energy markets. The company's performance signals broader softness in key end-markets for silicon carbide power semiconductors. Bearish: Weak end-market demand points to potential inventory pressure and price concessions for SiC components.
SiC MaterialsSiC Power SemiconductorsWolfspeed IncSemiconductor TodayFinancial/Earnings

Wed, Apr 10

19:25Impact score 58
Aehr quarterly revenue halves due to short-term SiC-related order push-outs following EV market slowdown
Aehr Test Systems reported Q3 FY2024 revenue of $7.56M, a drop of more than 50% sequentially from $21.4M and year-over-year from $17.2M. The sharp decline is attributed to order push-outs for its wafer-level burn-in systems for SiC devices, driven by a slowdown in the electric vehicle market.
利空
This signals weakening near-term demand for SiC production and test equipment, a bearish indicator for the SiC supply chain and related capital equipment suppliers.
Silicon Carbide (SiC) Power DevicesAehr Test SystemsSemiconductor TodayFinancial/Earnings

Thu, Feb 22

00:20Impact score 58
Aehr receives $23m in new follow-on orders
Aehr Test Systems received $23 million in new follow-on orders for its FOX wafer-level test and burn-in systems from existing customers for silicon carbide device production. The orders, requested for shipment through May 31, indicate sustained capital investment in SiC manufacturing capacity. Bullish: This signals continued strong end-demand for SiC power devices, supporting the investment thesis for the SiC supply chain.
Silicon Carbide (SiC) Power DevicesAehr Test SystemsSemiconductor TodayFinancial/Earnings

Sat, Feb 10

00:31Impact score 58
Qorvo’s quarterly revenue up 44.5% year-on-year
Qorvo reported fiscal Q3 2024 revenue of $1.07bn, down 2.7% sequentially but up 44.5% year-on-year, exceeding its high-end guidance by $49m. The CFO attributed the strong performance to significant content gains at its largest customer, widely understood to be Apple.
利多
This signals robust, above-forecast demand for Qorvo's RF and power management components in flagship mobile devices, warranting close watch for potential supply chain ripple effects.
RF ComponentsPower Management ICsQorvo IncSemiconductor TodayFinancial/Earnings

Wed, Feb 7

03:56Impact score 58
Skyworks reports record cash flow, despite quarterly revenue falling 9.6% year-on-year to $1.2bn
Skyworks Solutions reported fiscal Q1 2024 revenue of $1.20bn, a sequential decline of 1.4% and a year-on-year drop of 9.6%, though it slightly exceeded its guidance midpoint. The decline reflects continued softness in the broader mobile market, a key end-market for the company's analog and RF chips.
利空
The persistent revenue contraction signals ongoing demand weakness for mobile-related semiconductors, a bearish indicator for near-term pricing and trading sentiment for these components.
Analog SemiconductorsMixed-Signal SemiconductorsSkyworks Solutions IncSemiconductor TodayFinancial/Earnings

Mon, Feb 5

23:23Impact score 58
Wolfspeed’s quarterly revenue grows 20% year-on-year, as design-wins hit a record $2.9bn
Wolfspeed reported Q2 FY2024 revenue of $208.4M, a 20% YoY increase and above guidance, driven by record design-wins totaling $2.9B. This indicates strong future demand for its SiC materials and devices as these wins convert to production.
利多
The record design-wins signal robust future demand for SiC components, potentially tightening supply for competitors and supporting pricing, though immediate spot market impact is indirect.
Silicon Carbide (SiC) MaterialsSiC Power SemiconductorsWolfspeed IncSemiconductor TodayFinancial/Earnings

Wed, Nov 22

17:55Impact score 58
Wolfspeed reports quarterly revenue, gross margin and EPS at high-end of guidance ranges
Wolfspeed reported Q1 FY2024 revenue of $197.4M, down 16.3% sequentially but up 4.2% YoY, with results at the high end of its guidance ranges. The sequential decline was anticipated due to the timing of a major materials agreement.
关注
The report confirms stable execution but offers no immediate catalyst for SiC/GaN spot prices; traders should watch for updates on the Mohawk Valley fab ramp and customer demand signals.
SiC MOSFETGaN RFWolfspeed IncSemiconductor TodayFinancial/Earnings

Mon, Aug 21

21:35Impact score 58
Wolfspeed’s margins fall further while 200mm SiC device fab ramp-up lags
Wolfspeed reported FY2023 revenue growth of 24% to $921.9M, driven by strength in materials and power devices. However, the company's margins continued to decline, and the ramp-up of its 200mm SiC device fab is proceeding slower than planned. Bearish: Persistent margin compression and fab ramp delays signal potential future supply constraints and cost pressures for SiC components, which could impact spot market pricing and availability.
SiC WafersSiC Power DevicesWolfspeed IncSemiconductor TodayFinancial/Earnings

Fri, Aug 11

17:00Impact score 58
Skyworks’ June-quarter revenue down 13% year-on-year due to ongoing inventory digestion for Android
Skyworks Solutions reported Q3 FY23 revenue of $1.07B, down 13% year-on-year and 7% sequentially. The decline is attributed to ongoing inventory digestion within the Android smartphone supply chain. Bearish: This signals continued weak end-demand and potential pricing pressure for analog/mixed-signal components as channel inventory remains elevated.
Analog SemiconductorsMixed-Signal SemiconductorsSkyworks Solutions IncSemiconductor TodayFinancial/Earnings

Mon, Jun 26

22:56Impact score 40
Wolfspeed raises $1.25bn via Apollo Credit, plus $750m accordion feature
Wolfspeed announced a $1.25 billion secured note financing from Apollo, with an accordion feature for an additional $750 million. This move aims to support the company's operations and production of SiC and GaN devices. Watch, as this alleviates liquidity concerns but the SiC market remains oversupplied.
SiCGaNWolfspeedSemiconductor TodayFinancial/Earnings

Mon, May 15

19:35Impact score 60
Skyworks maintains strong cash flow generation
Skyworks Solutions reported Q2 FY2023 revenue of $1.15B, a sequential decline of 13.2% and a year-over-year decline of 13.7%. This reflects continued softness in end-market demand, particularly in the smartphone and broader consumer electronics segments. Bearish: The sustained revenue drop signals persistent demand weakness, which could pressure pricing and inventory levels for analog components in the supply chain.
Analog SemiconductorsMixed-Signal SemiconductorsSkyworks Solutions Inc.Semiconductor TodayFinancial/Earnings

Thu, Feb 23

19:17Impact score 55
Transphorm’s product revenue grows 25% in December quarter
Transphorm reported Q3 FY2023 revenue of $4.5M, down slightly year-over-year but up 22% sequentially, exceeding its prior growth rate. The company specializes in high-voltage GaN FETs for power conversion. Watch: Strong sequential growth suggests rising demand for GaN power devices, but the flat year-over-year comparison and lack of specific supply/demand data make the price impact uncertain.
GaN FETsTransphorm IncSemiconductor TodayFinancial/Earnings

Thu, Feb 9

23:28Impact score 58
Skyworks’ quarterly revenue falls during Android-related inventory consumption
Skyworks Solutions reported Q1 FY2023 revenue of $1.329bn, down 5.5% QoQ and 12% YoY, though exceeding estimates. The decline was attributed to ongoing inventory consumption, particularly in the Android smartphone market. Bearish: This signals sustained weakness in end-demand for smartphone components, pressuring pricing and inventory levels for related analog/RF chips.
RF Front-End ModulesAnalog SemiconductorsMixed-Signal SemiconductorsSkyworks Solutions IncSemiconductor TodayFinancial/Earnings

Mon, Feb 6

21:03Impact score 58
Wolfspeed’s quarterly revenue falls 10% due to spare parts supply chain constraints plus weak 5G RF device demand
Wolfspeed reported Q2 FY2023 revenue of $216.1M, down 10% sequentially and at the low end of guidance, missing expectations. The decline was attributed to supply chain constraints for spare parts and weaker demand for 5G RF devices. Bearish: The report signals specific softness in GaN RF demand and operational challenges, potentially pressuring near-term pricing and sentiment for Wolfspeed's components.
SiC MaterialsSiC Power DevicesGaN RF DevicesWolfspeed IncSemiconductor TodayFinancial/Earnings

Fri, Nov 18

19:46Impact score 55
Wolfspeed prices private offering of convertible senior notes to raise $1.525bn
Wolfspeed priced a private offering of convertible senior notes to raise $1.525 billion. This capital raise is primarily intended to fund the company's ongoing capacity expansion, including its new fab in North Carolina. Watch: The influx of capital supports future supply growth, but the dilutive nature of convertible notes introduces financial uncertainty for traders.
SiC WafersSiC Power DevicesGaN RF DevicesWolfspeed Inc.Semiconductor TodayFinancial/Earnings

Thu, Nov 17

01:49Impact score 58
Wolfspeed raising $1.3bn in private offering
Wolfspeed is raising $1.3 billion via a private offering of convertible senior notes due 2029, with an option for an additional $200 million. This capital raise is primarily intended to fund the company's significant capacity expansion plans, including its new fab in North Carolina. Bearish: This dilutive financing signals ongoing high capital intensity and potential future share overhang, which could pressure the stock and reflects the costly nature of the SiC capacity race.
SiC WafersSiC Power DevicesGaN RF DevicesWolfspeed Inc.Semiconductor TodayFinancial/Earnings

Mon, Aug 1

15:35Impact score 60
Aixtron’s Q2 revenue up 51% year-on-year, driven by demand from SiC and GaN power electronics
Aixtron reported H1 2022 revenue of €191.1M, a 63% year-on-year increase, driven by strong demand for its deposition equipment from the SiC and GaN power electronics markets. This indicates robust capital expenditure (capex) by chipmakers in the wide-bandgap semiconductor sector. Bullish: This signals sustained high demand for power electronics manufacturing equipment, potentially tightening supply for downstream components like SiC/GaN wafers and devices.
SiC Power DevicesGaN Power DevicesAixtron SESemiconductor TodayFinancial/Earnings

Fri, Jul 29

00:40Impact score 58
NeoPhotonics’ Q2 revenue up 46% year-on-year to $95m
NeoPhotonics reported Q2 2022 revenue of $95 million, a 46% year-on-year increase, marking its second consecutive quarter of >45% growth. The strong performance occurred despite an estimated $10 million revenue constraint due to ongoing shortages of analog and power semiconductor chips. Bullish: The sustained high growth rate and explicit mention of revenue being capped by component shortages signal robust underlying demand exceeding constrained supply.
Silicon PhotonicsHybrid PIC LasersAnalog ChipsNeoPhotonics CorpSemiconductor TodayFinancial/Earnings

Fri, May 6

22:30Impact score 60
NeoPhotonics Q1 revenue grows 47% year-on-year, despite chip supply chain shortages
NeoPhotonics reported Q1 2022 revenue of $89.3M, up 47% YoY, driven by over 70% growth in 400G+ products. The company stated that semiconductor supply chain shortages, primarily in analog and power chips, negatively impacted revenue by approximately $10M. Bullish: Strong demand for high-speed optics is confirmed, but persistent shortages in supporting analog/power components could tighten supply and support pricing for related components.
Silicon PhotonicsHigh-Speed Optical ModulesAnalog SemiconductorsNeoPhotonics CorpSemiconductor TodayFinancial/Earnings

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

Fri, May 17

Tue, May 14

Wed, Apr 10

Thu, Feb 22

Sat, Feb 10

Wed, Feb 7

Mon, Feb 5

Wed, Nov 22

Mon, Aug 21

Fri, Aug 11

Mon, Jun 26

Mon, May 15

Thu, Feb 23

Thu, Feb 9

Mon, Feb 6

Fri, Nov 18

Thu, Nov 17

Mon, Aug 1

Fri, Jul 29

Fri, May 6

Chip Teardown Lab2 opened

Component price indexNPI, vs. prior period

Trending components