NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Feb 3

20:16Impact score 20
Vishay launches 650V and 1200V silicon carbide Schottky diodes in SOT-227 package
Vishay Intertechnology has launched 16 new 650V and 1200V silicon carbide Schottky diodes in the SOT-227 package. This expands the available options for power electronics designers but does not represent a fundamental shift in supply or demand for the broader SiC component market. Neutral: The launch adds incremental supply but is unlikely to materially impact spot prices or availability of existing SiC diode inventories.
SiC Schottky DiodesVishay Intertechnology IncSemiconductor TodayProduct Launch
17:34Impact score 8
Mitsubishi Electric joins Horizon Europe’s FLAGCHIP project
Mitsubishi Electric has joined the EU's FLAGCHIP project to develop a prototype for junction-temperature estimation technology in power modules. The project aims to advance power module solutions and improve the cost efficiency of renewable energy systems. Neutral: This is a long-term R&D initiative with no immediate impact on component supply, pricing, or trading dynamics.
Power ModulesMitsubishi Electric CorpSemiconductor TodayTechnical

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

Tue, Jan 28

01:30Impact score 10
TRUMPF and iThera demo VCSEL-based subsystem for optoacoustic medical imaging and sensing
TRUMPF Photonic Components and iThera Medical have introduced a VCSEL-based subsystem for optoacoustic medical imaging, targeting clinical applications like soft-tissue perfusion measurement. This represents a new application for VCSEL technology, expanding beyond its established markets in consumer electronics and datacom. Neutral: This is a niche, long-term R&D development with no immediate, measurable impact on VCSEL supply, demand, or pricing for traders.
VCSELPhotodiodesTRUMPF Photonic Components GmbHSemiconductor TodayTechnical

Mon, Jan 20

20:33Impact score 10
Innoscience files lawsuits against Infineon in China
Innoscience has filed patent infringement lawsuits against Infineon and a distributor in a Chinese court. This legal action centers on GaN power semiconductor technology patents and could disrupt Infineon's sales and supply chain in a key market. Watch: Potential for supply disruption and increased legal/operational costs for Infineon, but no immediate physical supply impact.
GaN Power DevicesInnoscience (Suzhou) Technology Holding Co Ltd, Infineon Technologies AGSemiconductor Today

Fri, Jan 10

21:34Impact score 15
Teledyne HiRel releases high-power 30MHz–5GHz RF GaN switch
Teledyne HiRel has launched the TDSW84230EP, a high-power RF GaN switch operating from 30MHz to 5GHz, designed for aerospace and defense applications. The product targets replacement of legacy PIN diode-based switches in tactical radio front ends. Neutral: This is a standard new product announcement with no immediate, quantifiable impact on supply, demand, or pricing for the broader semiconductor market.
RF GaN SwitchesPIN Diode SwitchesTeledyne HiRel SemiconductorsSemiconductor TodayProduct Launch

Thu, Jan 9

00:24Impact score 10
Aledia makes available micro-LED technology for immersive AR
Aledia announced the commercial availability of its 3D micro-LED technology for augmented reality and next-generation displays at CES 2025. The technology is based on the company's gallium nitride nanowires-on-silicon platform. Neutral: This is a long-term R&D milestone with no immediate impact on trading dynamics, component supply, or pricing for mainstream semiconductors.
micro-LEDGallium Nitride (GaN)Aledia S.A.Semiconductor TodayTechnical

Fri, Jan 3

01:21Impact score 10
Porotech advances partnership with Foxconn from R&D to mass production of AR and micro-LED technology
Foxconn and Porotech have advanced their partnership from R&D to mass production for micro-LED and AR applications, leveraging Porotech's porous GaN technology. This move aims to accelerate the commercialization of micro-LED displays for next-generation AR glasses. Neutral: This is a long-term technology development milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
micro-LEDGaN-on-SiPoro Technologies Ltd, Hon Hai Technology Group (Foxconn)Semiconductor TodayTechnical

Mon, Dec 16

19:45Impact score 10
Wise-integration signs Astute as EMEA distributor
Fabless GaN power IC designer Wise-integration has signed Astute Group as its strategic distributor for the EMEA region. This move aims to expand market access for Wise-integration's digital-control GaN solutions. Neutral: This is a standard commercial partnership with no immediate impact on component supply, pricing, or inventory levels.
GaN Power ICsWise-integrationSemiconductor TodayPartnership/M&A

Thu, Dec 12

21:49Impact score 12
Penn State gains $3m DARPA grant for GaN-on-silicon project with Northrop Grumman
DARPA awarded a $3 million grant to Penn State as part of a larger project with Northrop Grumman to develop novel GaN-on-silicon integration methods. The research aims to improve performance and reduce costs for power electronics in applications like EVs and data centers. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trading dynamics.
GaN-on-Si Power SemiconductorsNorthrop GrummanSemiconductor TodayTechnical

Fri, Dec 6

23:31Impact score 15
Navitas showcasing GaN and SiC technologies at CES 2025
Navitas Semiconductor is showcasing its GaN and SiC power semiconductor technologies at CES 2025, targeting applications in AI data centers, EVs, and mobile devices. The event is a promotional platform for demonstrating technology advancements and potential future products. Neutral: This is a standard marketing event with no immediate impact on supply, demand, or pricing for electronic components.
GaN Power ICsSiC Power DevicesNavitas Semiconductor CorpSemiconductor TodayProduct Launch

Thu, Dec 5

21:12Impact score 12
US DoE awards eight winners for Phase 1 of Silicon Carbide (SiC) Packaging Prize
The U.S. Department of Energy awarded eight winners $50,000 each in Phase 1 of its Silicon Carbide Packaging Prize, part of a total $2.25 million program. The initiative aims to foster domestic innovation in advanced packaging for SiC power electronics. Neutral: This is a long-term R&D effort with no immediate impact on SiC component supply, pricing, or trading dynamics.
SiC Power DevicesSemiconductor TodayTechnical
02:11Impact score 15
AKM ships its smallest and thinnest InAs Hall element, with volume shrunk by 85%
AKM has begun mass production of its next-generation InAs Hall element, which is 85% smaller in volume than previous versions. This represents a technological advancement in magnetic sensor miniaturization for applications like industrial equipment and consumer electronics. Neutral: This product launch is a technology milestone but does not indicate a direct, immediate impact on supply, demand, or pricing for the broader semiconductor trading market.
Hall ElementMagnetic SensorAsahi Kasei MicrodevicesSemiconductor TodayProduct Launch

Wed, Dec 4

22:34Impact score 15
ST launches 250W MasterGaN reference design, fast-tracking compact, efficient industrial power supplies
STMicroelectronics launched the EVL250WMG1L reference design, a 250W resonant converter based on its MasterGaN1L GaN system-in-package, aimed at accelerating the development of compact industrial power supplies. This move is part of ST's ongoing push to promote GaN technology adoption in power electronics for its efficiency and density benefits. Neutral: This is a design tool launch that may stimulate long-term GaN demand but has no immediate, direct impact on component pricing or supply.
GaN Power ICsPower SuppliesSTMicroelectronicsSemiconductor TodayProduct Launch

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
00:31Impact score 10
QPT files patent for die attach process that boosts waste heat removal by up to 15x
UK-based Quantum Power Transformation (QPT) has filed a patent for a die attach process named 'qAttach' that claims to improve waste heat removal from power dies by up to 15x. This addresses a critical thermal challenge in high-power semiconductor packaging, particularly for GaN-based applications like motor controls. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or inventory, and is not a signal for trading action.
GaN Power DevicesPower Semiconductor PackagingQuantum Power Transformation (QPT) LtdSemiconductor TodayTechnical

Thu, Nov 28

23:37Impact score 8
CSA Catapult outlines steps to create UK semiconductor ‘super cluster’ and drive long term growth and exports
CSA Catapult CEO warns the UK semiconductor industry risks falling behind as other major economies invest heavily, calling for a national strategy to create a 'super cluster' focused on compound semiconductors. The report outlines steps for long-term growth and exports but contains no specific data on production, capacity, or pricing. Neutral: This is a strategic vision statement with no immediate, actionable impact on component supply, demand, or pricing for traders.
Power ElectronicsRFPhotonicsSemiconductor TodayMarket Analysis

Wed, Nov 27

22:33Impact score 15
Valeo and ROHM to co-develop next-gen power modules for electric motor inverters
Valeo and ROHM Semiconductor announced a collaboration to co-develop next-generation power modules for electric vehicle inverters, with ROHM supplying its 2-in-1 SiC molded module TRCDRIVE pack. This partnership aims to leverage ROHM's SiC technology and Valeo's automotive systems expertise for future powertrain solutions. Neutral: This R&D milestone signals long-term technology validation for SiC but has no immediate impact on component supply, pricing, or trader inventory decisions.
Silicon Carbide (SiC) Power ModulesValeo, ROHM SemiconductorSemiconductor TodayPartnership/M&A

Mon, Nov 25

17:40Impact score 10
Diamfab and HiQuTe Diamond partner on synthetic diamond for power electronics
Diamfab and HiQuTe Diamond announced a strategic technical partnership covering the diamond semiconductor value chain from substrate production to component manufacturing. This collaboration aims to advance the development of synthetic diamond-based power electronics. Neutral: This is a long-term R&D milestone with no immediate impact on trading dynamics for mainstream electronic components.
Diamond SubstratesPower ElectronicsDiamfab, HiQuTe DiamondSemiconductor TodayTechnical

Thu, Nov 14

18:15Impact score 5
Richardson expands Navitas silicon carbide power device distribution
Richardson Electronics has expanded its distribution partnership with Navitas Semiconductor to cover SiC power devices in the EMEA region. This move aims to improve market access and supply chain support for these components. Neutral: This is a channel expansion that may improve availability but does not directly alter supply, demand, or pricing dynamics for traders.
SiC Power SemiconductorsNavitas Semiconductor Corp, Richardson Electronics LtdSemiconductor TodayPartnership/M&A

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