NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Apr 27

00:59Impact score 45
Bosch acquiring US chipmaker TSI, adding California plant to Reutlingen and Dresden fabs in Germany
Robert Bosch GmbH plans to acquire US-based TSI Semiconductors to expand its silicon carbide (SiC) chip manufacturing capacity, adding a California fab to its existing operations in Germany. This move aims to strengthen Bosch's position in the growing SiC power semiconductor market for automotive and industrial applications.
利多
The acquisition signals a long-term capacity increase for SiC chips, potentially easing future supply constraints for this critical component.
Silicon Carbide (SiC) Power SemiconductorsRobert Bosch GmbH, TSI SemiconductorsSemiconductor TodayPartnership/M&A

Wed, Apr 26

22:59Impact score 12
Infineon and Schweizer extend cooperation in chip embedding to develop more efficient silicon carbide automotive solutions
Infineon and Schweizer Electronic are extending their collaboration to develop a solution for embedding Infineon's 1200V CoolSiC chips directly onto PCBs, aiming to increase EV range and reduce system costs. This is a long-term R&D effort focused on improving power module packaging technology for automotive applications. Neutral: This is a forward-looking technical development with no immediate impact on component supply, pricing, or trader inventory decisions.
Silicon Carbide (SiC) Power ModulesPCB (Printed Circuit Board)Infineon Technologies AG, Schweizer Electronic AGSemiconductor TodayTechnical

Tue, Apr 18

23:07Impact score 58
SemiLEDs’ quarterly revenue almost halves year-on-year
SemiLEDs reported Q2 FY2023 revenue of $1.152m, a sequential decline from $1.695m and nearly halving from $2.18m a year ago. The sharp year-on-year revenue drop signals continued weakness in demand for its LED chips and components. Bearish: This severe revenue contraction for a niche LED supplier indicates persistent softness in downstream demand, pressuring pricing and margins for related components.
LED ChipSemiLEDs CorpSemiconductor TodayFinancial/Earnings
17:11Impact score 5
Salience hires former Imagination Technologies chief product officer
Silicon photonics startup Salience Labs has appointed former Imagination Technologies executive Chris Porthouse as its chief product officer. This is a personnel move aimed at strengthening product development for its emerging multi-wavelength photonic chip technology. Neutral: This appointment has no immediate, direct impact on semiconductor supply, demand, or pricing for traders.
硅光子芯片Salience LabsSemiconductor Today

Wed, Apr 12

17:52Impact score 10
New Origin secures €6m PhotonDelta funding to create independent photonic chip foundry
New Origin, a spin-out from the University of Twente, has secured €6 million in funding from PhotonDelta to establish an independent photonic chip foundry. The funding aims to develop a scalable, open-access production platform for photonic integrated circuits (PICs). Neutral: This is a long-term R&D and infrastructure development project with no immediate impact on the supply, demand, or pricing of mainstream electronic components traded today.
Photonic Integrated CircuitsNew OriginSemiconductor TodayTechnical

Fri, Mar 31

18:47Impact score 15
Luminus launches Gen 2 CCT tunable COB LEDs
Luminus Devices has expanded its portfolio with the launch of its second-generation CCT tunable chip-on-board (COB) LEDs. This is a routine product refresh aimed at the general illumination market, introducing new features but not signaling a change in production capacity or supply constraints. Neutral: The launch represents standard technological iteration with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
COB LEDsLuminus Devices IncSemiconductor TodayProduct Launch

Wed, Mar 29

19:40Impact score 55
Welsh Government to expand Newport’s compound semiconductor cluster
The Welsh Government is progressing with plans to expand the compound semiconductor cluster in Newport, following a trade mission to Silicon Valley. This initiative aims to strengthen the UK's strategic position in the specialized chip sector. Neutral: Long-term capacity additions could ease supply constraints for specific compound semiconductor components, but the distant and incremental nature of the expansion offers no immediate trading signal.
Compound SemiconductorsSemiconductor TodayCapacity Change

Wed, Mar 22

21:07Impact score 10
Crystal IS and Asahi Kasei set 160mW output record for single-chip UVC LED in 260–270nm germicidal range
Asahi Kasei and its subsidiary Crystal IS have demonstrated a next-generation single-chip UVC LED with a record 160mW output in the 260–270nm germicidal range, marking a 60% increase over their prior devices. This advancement represents a significant R&D milestone in improving the power and efficiency of germicidal LEDs. Neutral: This is a long-term technology development with no immediate, direct impact on trading dynamics, supply, or pricing for existing electronic components.
UVC LEDAsahi Kasei, Crystal IS IncSemiconductor TodayTechnical

Wed, Mar 8

23:46Impact score 10
Avicena partners with ams OSRAM on production of ultra-low-energy chip-to-chip optical interconnects
Avicena Tech has partnered with ams OSRAM to develop high-volume manufacturing for GaN micro-LED arrays used in its LightBundle optical interconnect architecture. The collaboration aims to scale production of ultra-low-energy chip-to-chip links for data centers and AI systems. Neutral: This is a long-term R&D and manufacturing partnership with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN micro-LEDOptical Interconnectsams OSRAM GmbH, Avicena Tech CorpSemiconductor TodayTechnical
15:38Impact score 10
Sivers demos CW-WDM MSA-compliant DFB laser arrays at OFC
Sivers Photonics demonstrated its CW-WDM MSA-compliant DFB laser arrays in partnership with Ayar Labs at OFC 2023. The technology targets next-gen AI, data center, and 6G connectivity applications. This is an R&D milestone with no immediate impact on component supply, pricing, or trading decisions.
DFB Laser ArraysSilicon PhotonicsSivers Semiconductors AB, Ayar LabsSemiconductor TodayTechnical

Fri, Mar 3

17:16Impact score 15
Mitsubishi Electric develops 200Gbps (112Gbaud PAM4) EML chip supporting four CWDM signals
Mitsubishi Electric has developed a 200Gbps (112Gbaud PAM4) EML chip supporting four CWDM wavelengths, doubling the speed of its previous 100Gbps product. This technical advancement enables 800Gbps transmission using four chips and targets next-generation high-speed data center and telecom networks. Neutral: This is a long-term R&D milestone with no immediate impact on supply, demand, or pricing of existing electronic components.
EML ChipOptical TransceiverMitsubishi Electric CorpSemiconductor TodayTechnical

Thu, Mar 2

18:41Impact score 10
Scintil demos first single-chip 100GHz DFB comb laser source
Scintil Photonics demonstrated a single-chip 100GHz DFB comb laser source at OFC 2023, targeting HPC and AI applications. This is a fabless R&D milestone for integrated silicon photonics, not a commercial product launch affecting current supply. Neutral: This technology demonstration has no immediate impact on component supply, pricing, or trader decisions.
Silicon PhotonicsDFB LaserScintil PhotonicsSemiconductor TodayTechnical

Wed, Mar 1

21:30Impact score 12
Ayar demos first 4Tbps optical solution, paving way for next-gen AI and data-center designs
Ayar Labs demonstrated a 4 Tbps bidirectional optical interconnect solution at OFC 2023. The company is working with manufacturing partners like GlobalFoundries and Lumentum to scale production for AI and data center applications. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
Optical InterconnectsSilicon Photonics ChipsGlobalFoundries, Lumentum and 4 totalSemiconductor TodayTechnical

Thu, Feb 16

23:50Impact score 10
RF front-end market growing at 5.8% CAGR to $26.9bn in 2028
The RF front-end market is projected to grow at a 5.8% CAGR to reach $26.9 billion by 2028, recovering from a post-pandemic dip. The growth trajectory has been hampered by chip supply shortages and a subsequent macroeconomic downturn impacting smartphone demand. Neutral: This is a long-term, high-level market forecast with no specific, actionable trading data on supply, price, or inventory for immediate decisions.
RF Front-End ModulesSemiconductor TodayMarket Analysis
21:12Impact score 55
Germany’s President visits Infineon’s Kulim 3 fab site in Malaysia
Germany's President Frank-Walter Steinmeier visited Infineon's Kulim site in Malaysia to discuss energy-saving semiconductor solutions and reducing the CO2 footprint. This visit highlights Infineon's role in the global energy transition and may signal future government support for green manufacturing.
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Political visit signals potential support for green tech capacity.
Power SemiconductorsMCUsInfineon Technologies AGSemiconductor TodayPartnership/M&A

Fri, Feb 3

22:38Impact score 25
Qorvo introduces three-stage power solution for phased-array radar
Qorvo has launched a compact, three-stage power solution for phased-array radar, featuring configurable GaN bias point autocalibration. This product launch targets the commercial and defense radar markets, aiming to simplify design and maximize performance for engineers. Neutral: This is a standard product announcement with no immediate, quantifiable impact on component supply, demand, or pricing.
GaN Power AmplifiersPhased Array Radar ComponentsQorvo IncSemiconductor TodayProduct Launch

Wed, Jan 18

23:30Impact score 15
POET collaborates with ADVA on highly integrated 4x100G solutions
POET Technologies has developed multi-engine 100G CWDM4 and LR4 chip-on-board solutions for ADVA Optical Networking, enabling a 4x100G solution in a single QSFP-DD housing. This collaboration targets the data center and telecom markets with a more integrated optical component. Neutral: This is a technology milestone for a niche component but does not signal an immediate supply, demand, or price shift for the broader semiconductor market.
Optical TransceiverCWDM4LR4POET Technologies Inc., ADVA Optical Networking SESemiconductor TodayProduct Launch
04:16Impact score 25
EPC expands GaN ToF laser driver IC family to 80V, 15A for higher-density, lower-cost LiDAR
EPC has launched the EPC21701, an 80V/15A GaN-based laser driver IC for LiDAR systems. This product aims to enable higher-density and lower-cost LiDAR for applications like robotics and industrial safety. Neutral: This is a new product introduction that may incrementally increase demand for GaN components but has no immediate, direct impact on trading prices or supply.
GaN FETLaser Driver ICEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch
01:08Impact score 25
Coherent launches first commercially available 50W pump laser diodes for fiber lasers
Coherent Corp has commercially launched its next-generation pump laser diodes, achieving 50W output power from a single chip, a 40% increase over its existing product. This advancement enables the design of high-power industrial fiber lasers using fewer diodes. Neutral: This is a standard product refresh with no immediate indication of supply constraints or direct pricing impact on the broader component market.
Pump Laser DiodesFiber Laser ComponentsCoherent CorpSemiconductor TodayProduct Launch

Fri, Jan 6

18:43Impact score 55
SemiLEDs more than halves net loss to $512,000
SemiLEDs Corp reported Q1 FY2023 revenue of $1.695 million, up from $1.626 million last quarter, while its net loss narrowed significantly to $512,000. The company is a small LED chip and component manufacturer. Neutral: The improved financials for this niche player are unlikely to impact broader LED component supply, demand, or pricing dynamics relevant to traders.
LED ChipSemiLEDs 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

Thu, Apr 27

Bosch acquiring US chipmaker TSI, adding California plant to Reutlingen and Dresden fabs in Germany

Wed, Apr 26

Infineon and Schweizer extend cooperation in chip embedding to develop more efficient silicon carbide automotive solutions

Tue, Apr 18

SemiLEDs’ quarterly revenue almost halves year-on-year

Salience hires former Imagination Technologies chief product officer

Wed, Apr 12

New Origin secures €6m PhotonDelta funding to create independent photonic chip foundry

Fri, Mar 31

Luminus launches Gen 2 CCT tunable COB LEDs

Wed, Mar 29

Welsh Government to expand Newport’s compound semiconductor cluster

Wed, Mar 22

Crystal IS and Asahi Kasei set 160mW output record for single-chip UVC LED in 260–270nm germicidal range

Wed, Mar 8

Avicena partners with ams OSRAM on production of ultra-low-energy chip-to-chip optical interconnects

Sivers demos CW-WDM MSA-compliant DFB laser arrays at OFC

Fri, Mar 3

Mitsubishi Electric develops 200Gbps (112Gbaud PAM4) EML chip supporting four CWDM signals

Thu, Mar 2

Scintil demos first single-chip 100GHz DFB comb laser source

Wed, Mar 1

Ayar demos first 4Tbps optical solution, paving way for next-gen AI and data-center designs

Thu, Feb 16

RF front-end market growing at 5.8% CAGR to $26.9bn in 2028

Germany’s President visits Infineon’s Kulim 3 fab site in Malaysia

Fri, Feb 3

Qorvo introduces three-stage power solution for phased-array radar

Wed, Jan 18

POET collaborates with ADVA on highly integrated 4x100G solutions

EPC expands GaN ToF laser driver IC family to 80V, 15A for higher-density, lower-cost LiDAR

Coherent launches first commercially available 50W pump laser diodes for fiber lasers

Fri, Jan 6

SemiLEDs more than halves net loss to $512,000

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