NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Apr 30

16:34Impact score 10
Fraunhofer IAF presents bidirectional 1200V GaN switch with integrated free-wheeling diodes
Fraunhofer IAF presented a 1200V bidirectional GaN power switch with integrated free-wheeling diodes at PCIM 2025. The development is part of the 'GaN4EmoBiL' project funded by the German government, focusing on applications in electromobility and bidirectional charging. Neutral: This is a research milestone with no immediate impact on commercial supply, pricing, or trader decisions.
GaN Power SemiconductorsPower SwitchesFraunhofer IAFSemiconductor TodayTechnical

Mon, Apr 28

19:04Impact score 15
Semikron Danfoss’ module with ROHM’s latest 2kV SiC MOSFETs integrated into SMA’s large-scale solar system
SMA Solar Technology has integrated Semikron Danfoss' SEMITRANS 20 power modules, which contain ROHM's latest 2kV SiC MOSFETs, into its new Sunny Central FLEX large-scale solar platform. This represents a commercial adoption of higher-voltage SiC technology in the renewable energy sector. Neutral: This is a specific product integration announcement with no immediate, quantifiable impact on broader SiC component supply, demand, or pricing for traders.
SiC MOSFETROHM Semiconductor, Semikron Danfoss and 3 totalSemiconductor TodayProduct Launch

Thu, Apr 24

02:53Impact score 15
Navitas showcasing advances in GaN and SiC technologies at PCIM, including first production-released 650V bi-directional GaNFast ICs
Navitas Semiconductor is showcasing its latest GaN and SiC technology advancements, including the first production-released 650V bi-directional GaNFast ICs, at the PCIM 2025 trade show. The event serves as a platform for companies to announce new power semiconductor products targeting AI data centers, EVs, and industrial markets. Neutral: This is a standard product launch announcement with no immediate, quantifiable impact on supply, demand, or pricing for traders.
GaN Power ICsSiC Power DevicesNavitas SemiconductorSemiconductor TodayProduct Launch

Wed, Apr 23

22:31Impact score 15
Infineon showcasing power device solutions at PCIM
Infineon is showcasing its latest power device portfolio, including Si, SiC, and GaN solutions, at the PCIM 2025 trade show. The event is a platform for demonstrating technology and engaging with customers. Neutral: This is a standard promotional activity at an industry expo with no immediate impact on supply, demand, or pricing.
Si PowerSiC PowerGaN PowerInfineon Technologies AGSemiconductor TodayProduct Launch

Thu, Apr 17

23:38Impact score 15
ROHM highlighting e-mobility and industrial applications at PCIM 2025
ROHM is showcasing its power semiconductor solutions focused on e-mobility and industrial applications at PCIM 2025. The event highlights reference designs and package evolution but provides no specific data on production, pricing, or supply. Neutral: This is a promotional showcase with no immediate trading impact on supply, demand, or price.
SiC MOSFETIGBTPower ICsROHM SemiconductorSemiconductor TodayProduct Launch
03:14Impact score 45
Polar to license Renesas’ GaN-on-Si technology and onshore commercial fabrication of 650V-class devices on 200mm wafers
Polar Semiconductor has licensed Renesas' GaN-on-Si technology and plans to establish commercial fabrication of 650V-class devices on 200mm wafers in the US. This move is part of a strategic push to onshore production of advanced power semiconductors. Watch: This could incrementally increase future US-based GaN supply, but the long-term impact on pricing and availability depends on successful ramp-up and market adoption.
GaN-on-Si Power Devices650V Power SemiconductorsPolar Semiconductor, Renesas Electronics CorpSemiconductor TodayPartnership/M&A

Wed, Apr 16

20:15Impact score 12
Navitas gains automotive qualification of high-power GaNSafe ICs
Navitas Semiconductor announced its high-power GaNSafe ICs have achieved automotive qualification for AEC-Q100 and AEC-Q101 standards. This milestone represents a key step for GaN technology's adoption in the automotive power electronics market. Neutral: This is a long-term R&D validation with no immediate impact on supply, demand, or pricing for trading components.
GaN Power ICsNavitas Semiconductor CorpSemiconductor TodayTechnical

Tue, Apr 1

02:51Impact score 8
CISM at Swansea establishes UK’s first capability for 4-inch gallium oxide thin-film growth
Swansea University's CISM has established the UK's first capability for growing high-quality, uniform gallium oxide thin films on 4-inch wafers using a new AIXTRON CCS deposition system. This is a research and development milestone for Ga2O3, a promising wide-bandgap semiconductor material for power electronics. Neutral: This academic R&D advancement has no immediate impact on commercial supply, demand, or pricing for electronic components.
Gallium Oxide (Ga2O3) WafersAIXTRONSemiconductor TodayTechnical

Fri, Mar 21

00:10Impact score 20
TI launches integrated GaN power stages in TOLL packages
Texas Instruments introduced a new family of integrated GaN power stages in TOLL packaging at APEC 2025. The launch aims to simplify data-center power design by offering higher efficiency in a standard package. Neutral: This is a product announcement with no immediate, direct impact on supply, demand, or pricing of existing components.
GaN Power StageTexas InstrumentsSemiconductor TodayProduct Launch

Mon, Mar 17

16:59Impact score 15
Wise-integration showcasing next-gen GaN power solutions at APEC
Fabless firm Wise-integration is unveiling its latest GaN power conversion ICs and a 1.5kW PFC module at APEC 2025. The company is showcasing digital-control GaN technology advancements targeted at server and industrial power applications. Neutral: This is a technology demonstration with no immediate, quantifiable impact on supply, demand, or pricing for existing components.
GaN Power ICsPFC ModulesWise-integrationSemiconductor TodayProduct Launch

Sat, Mar 15

00:39Impact score 15
Smartphone production grows 9.2% in Q4/2024 to 334.5 million units
Global smartphone production grew 9.2% QoQ to 334.5 million units in Q4 2024, driven by Apple's seasonal ramp and Chinese consumer subsidies. The report highlights a competitive shift, with Apple expanding while Samsung faced production declines in emerging markets. Neutral: While the data indicates robust end-demand for key smartphone components, it is a standard seasonal peak without a specific, unexpected supply shock to directly drive component pricing.
Smartphone SoCMobile DRAMMobile NAND FlashApple Inc., Samsung Electronics and 7 totalSemiconductor TodayMarket Analysis

Thu, Mar 13

23:24Impact score 25
CGD focusing on motor drive, data-center, scalable power and EV applications at APEC
Fabless firm Cambridge GaN Devices is demonstrating its ICeGaN power ICs at APEC 2025, targeting higher-power applications including data centers, industrial power supplies, and upcoming automotive EVs over 100kW. The company is showcasing the scalability of its GaN-on-silicon technology to address broader market segments. Neutral: This is a product demonstration and technology roadmap update with no immediate, quantifiable impact on supply, demand, or pricing for electronic components.
GaN Power ICsPower TransistorsCambridge GaN Devices LtdSemiconductor TodayProduct Launch
19:03Impact score 20
Sumitomo Chemical exhibiting compound semiconductor products at APEC
Sumitomo Chemical is exhibiting its GaN substrates and high-purity GaN-on-GaN epitaxial wafers at APEC 2025, targeting next-generation power device applications. This is a promotional showcase of advanced materials, not a commercial launch or supply chain event. Neutral: No immediate impact on trading or procurement; this is a technology demonstration with no announced capacity, pricing, or volume data.
GaN SubstratesGaN-on-GaN Epitaxial WafersSumitomo Chemical Co LtdSemiconductor TodayProduct Launch
18:00Impact score 15
ROHM showcasing latest power electronics at APEC 2025
ROHM Semiconductor is showcasing its latest power electronics technologies focused on power density and efficiency at APEC 2025. The presentation targets automotive and industrial applications, emphasizing smaller form factors and reliability. Neutral: This is a standard product showcase with no immediate impact on supply, demand, or pricing for existing components.
Power SemiconductorsSiC MOSFETsIGBTsROHM SemiconductorSemiconductor TodayProduct Launch
17:38Impact score 10
UK can lead in power electronics for data centers, reckons CSA Catapult
A report by CSA Catapult highlights the UK's potential to lead in power electronics for data centers, emphasizing the role of compound semiconductors in energy efficiency. The article is a market analysis and technology trend piece with no specific trading actions, disruptions, or financial data. It provides background context on a future market opportunity with no immediate impact on supply, demand, or pricing.
Power SemiconductorsCompound SemiconductorsSemiconductor TodayMarket Analysis

Wed, Mar 5

21:10Impact score 15
Compound semiconductor market growing at nearly 13% CAGR to $25bn by 2030
Yole Group forecasts the compound semiconductor device market to grow at nearly 13% CAGR, reaching approximately $25 billion by 2030, outpacing the broader semiconductor market. This growth is driven by demand from applications in power electronics, RF, and photonics. Neutral: This is a long-term market projection without specific, actionable data on supply, demand, or pricing for immediate trading decisions.
Compound SemiconductorsSemiconductor TodayMarket Analysis

Thu, Feb 13

00:47Impact score 20
Infineon adds Q-DPAK and TOLL packages to industrial CoolSiC MOSFETs 650V G2 range
Infineon has expanded its 650V second-generation CoolSiC MOSFET portfolio by adding Q-DPAK and TOLL packages, targeting more compact industrial power systems. This move addresses the industry trend towards higher power density and system-level innovation. Neutral: This is a standard product portfolio expansion with no immediate, direct impact on supply, demand, or pricing for existing components.
SiC MOSFETInfineon Technologies AGSemiconductor TodayProduct Launch

Thu, Feb 6

00:46Impact score 15
Teledyne HiRel releases wideband 50GHz RF switch for K bands and beyond
Teledyne HiRel has launched a new radiation-tolerant wideband RF switch capable of operating up to 50GHz, targeting K-band and higher frequency applications. This product is designed for demanding space, defense, and industrial markets. Neutral: This is a niche, specialized product launch with no immediate, broad impact on supply, demand, or pricing for mainstream electronic components.
RF SwitchTeledyne HiRel SemiconductorsSemiconductor TodayProduct Launch

Wed, Feb 5

19:03Impact score 10
APC chooses Luminus as worldwide sales channel and go-to-market partner
APC Electronics has appointed Luminus Devices as its exclusive worldwide sales channel and go-to-market partner for its wide-bandgap power semiconductor products. This is a distribution agreement aimed at expanding market reach, not a manufacturing or supply chain event. Neutral: This partnership does not directly alter supply, demand, or pricing dynamics for power semiconductors in the near term.
Wide-Bandgap Power SemiconductorsAPC Electronics, Luminus Devices IncSemiconductor TodayPartnership/M&A

Tue, Feb 4

21:22Impact score 8
AlixLabs collaborates with Linköping University
AlixLabs has entered a research collaboration with Linköping University focused on GaN and InN deposition and etch processes. This partnership aims to advance their Atomic Layer Etching Pitch Splitting technology for RF and power electronics applications. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader decisions.
GaN RFGaN PowerSemiconductor TodayTechnical

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, Apr 30

Fraunhofer IAF presents bidirectional 1200V GaN switch with integrated free-wheeling diodes

Mon, Apr 28

Semikron Danfoss’ module with ROHM’s latest 2kV SiC MOSFETs integrated into SMA’s large-scale solar system

Thu, Apr 24

Navitas showcasing advances in GaN and SiC technologies at PCIM, including first production-released 650V bi-directional GaNFast ICs

Wed, Apr 23

Infineon showcasing power device solutions at PCIM

Thu, Apr 17

ROHM highlighting e-mobility and industrial applications at PCIM 2025

Polar to license Renesas’ GaN-on-Si technology and onshore commercial fabrication of 650V-class devices on 200mm wafers

Wed, Apr 16

Navitas gains automotive qualification of high-power GaNSafe ICs

Tue, Apr 1

CISM at Swansea establishes UK’s first capability for 4-inch gallium oxide thin-film growth

Fri, Mar 21

TI launches integrated GaN power stages in TOLL packages

Mon, Mar 17

Wise-integration showcasing next-gen GaN power solutions at APEC

Sat, Mar 15

Smartphone production grows 9.2% in Q4/2024 to 334.5 million units

Thu, Mar 13

CGD focusing on motor drive, data-center, scalable power and EV applications at APEC

Sumitomo Chemical exhibiting compound semiconductor products at APEC

ROHM showcasing latest power electronics at APEC 2025

UK can lead in power electronics for data centers, reckons CSA Catapult

Wed, Mar 5

Compound semiconductor market growing at nearly 13% CAGR to $25bn by 2030

Thu, Feb 13

Infineon adds Q-DPAK and TOLL packages to industrial CoolSiC MOSFETs 650V G2 range

Thu, Feb 6

Teledyne HiRel releases wideband 50GHz RF switch for K bands and beyond

Wed, Feb 5

APC chooses Luminus as worldwide sales channel and go-to-market partner

Tue, Feb 4

AlixLabs collaborates with Linköping University

Chip Teardown Lab

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