NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Mar 5

22:17Impact score 15
Infineon launches CoolSiC MOSFET Generation 2
Infineon has launched its second-generation CoolSiC trench MOSFETs in 650V and 1200V ratings, claiming up to 20% improvements in key performance metrics like stored energies and charges. This represents a routine technology iteration aimed at improving energy efficiency in power applications. Neutral: This is a standard product refresh with no immediate, direct impact on supply, demand, or pricing for traders.
SiC MOSFETInfineon Technologies AGSemiconductor TodayProduct Launch

Thu, Feb 29

01:29Impact score 15
Infineon launches 750V G1 CoolSiC MOSFET product family
Infineon has launched its 750V G1 discrete CoolSiC MOSFET product family, targeting higher efficiency and power density in industrial and automotive applications. The launch responds to growing market demand for silicon carbide solutions in high-power segments. Neutral: This is a standard product introduction with no immediate, specific impact on supply, demand, or pricing of existing components.
SiC MOSFETInfineon Technologies AGSemiconductor TodayProduct Launch

Tue, Feb 27

02:15Impact score 10
Arrow and Infineon collaborate to help eInfochips accelerate EV charger development
Arrow Electronics and its engineering arm eInfochips are collaborating with Infineon Technologies to accelerate EV charger development for eInfochips' customers. This partnership aims to streamline design cycles using Infineon's semiconductor solutions. Neutral: This is a design-win announcement with no immediate impact on component supply, pricing, or inventory; it represents a potential long-term demand catalyst for Infineon's power and MCU components.
EV Charger Power SemiconductorsMicrocontrollersInfineon Technologies AGSemiconductor TodayPartnership/M&A

Thu, Feb 15

21:24Impact score 15
Infineon highlights power solutions portfolio at APEC 2024
Infineon showcased its broad portfolio of power semiconductor solutions, including SiC and GaN, at APEC 2024. The presentation focused on technology demonstrations and product capabilities for efficiency and power density. This is a standard product launch with no immediate, specific impact on supply, demand, or pricing for traders.
SiC Power DevicesGaN Power DevicesIGBTInfineon Technologies AGSemiconductor TodayProduct Launch

Thu, Feb 8

02:12Impact score 15
Worksport using Infineon’s GaN power transistors in converters of its portable power stations
Infineon Technologies will supply its GS-065-060-5-B-A GaN power transistors to Worksport for use in portable power station converters, aiming to improve efficiency and power density. This collaboration includes Infineon providing design support to further optimize the system. Neutral: This is a specific design win for a niche application and does not indicate a broad shift in GaN supply, demand, or pricing relevant to traders.
GaN Power TransistorsInfineon Technologies AGSemiconductor TodayTechnical

Tue, Feb 6

00:01Impact score 15
VMAX using Infineon’s CoolSiC hybrid discrete with TRENCHSTOP 5 Fast-Switching IGBT and CoolSiC Schottky diode
Infineon announced that its new CoolSiC hybrid discrete, combining a TRENCHSTOP 5 IGBT and a CoolSiC Schottky diode in a D2PAK package, has been selected by Chinese power electronics maker VMAX for its next-generation 6.6kW on-board chargers. This represents a design win for Infineon's latest power semiconductor technology in the competitive new energy vehicle market. Neutral: This is a standard product launch and design win announcement with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
IGBTSiC Schottky DiodePower DiscreteInfineon Technologies AGSemiconductor TodayProduct Launch

Tue, Jan 30

23:39Impact score 8
QPT gains a second GaN Systems co-founder as advisor
A second co-founder of GaN Systems, Girvan Patterson, has joined fellow co-founder Geoff Haynes as an advisor to UK-based power electronics startup Quantum Power Transformation (QPT). This follows Infineon's acquisition of GaN Systems, indicating a potential talent shift towards new ventures in the GaN power semiconductor space. Neutral: This is a personnel move with no immediate impact on GaN component supply, pricing, or production capacity.
GaN Power SemiconductorsQuantum Power Transformation (QPT), GaN Systems (Infineon)Semiconductor TodayPartnership/M&A

Fri, Jan 26

21:53Impact score 10
Infineon and Anker open joint Innovation Application Center in Shenzhen
Infineon and Anker Innovations have opened a joint Innovation Application Center in Shenzhen, focused on developing more energy-efficient charging solutions. This collaboration aims to accelerate product development cycles for consumer electronics charging. Neutral: This is a long-term R&D partnership with no immediate impact on component supply, pricing, or inventory.
Power SemiconductorsGaN/SiCInfineon Technologies AGSemiconductor TodayPartnership/M&A

Thu, Jan 25

23:50Impact score 15
Infineon providing 1200V CoolSiC MOSFET devices for Sinexcel’s energy storage systems
Infineon will supply its 1200V CoolSiC MOSFETs and EiceDRIVER gate driver ICs to Sinexcel for use in energy storage systems. This partnership is aimed at improving system efficiency for the Chinese power equipment provider. Neutral: This is a specific design win with no immediate, broad impact on component supply, demand, or pricing for traders.
SiC MOSFETGate Driver ICInfineon Technologies AG, Sinexcel Electric Co LtdSemiconductor TodayPartnership/M&A

Tue, Jan 23

21:36Impact score 45
Infineon and Wolfspeed expand and extend multi-year 150mm SiC wafer supply agreement
Infineon and Wolfspeed have expanded and extended their multi-year 150mm silicon carbide (SiC) wafer supply agreement, which includes a capacity reservation. This secures long-term supply for Infineon amid growing demand from automotive, solar, EV, and energy storage applications. Neutral: This locks in supply for a major buyer but does not immediately alter the overall market's supply-demand balance or price trajectory.
SiC WafersInfineon Technologies AG, Wolfspeed IncSemiconductor TodayPartnership/M&A

Wed, Jan 17

17:40Impact score 15
Infineon’s CoolGaN enables OMRON’s new V2X charging systems
Infineon has partnered with OMRON to supply its CoolGaN power solutions for a new, compact V2X charging system in Japan. This collaboration highlights the ongoing adoption of GaN technology in power electronics for electric vehicles and renewable energy infrastructure. Neutral: This is a specific design win for Infineon's GaN portfolio but does not indicate a near-term shift in broader supply, demand, or pricing for power semiconductors.
GaN Power DevicesPower SemiconductorsInfineon Technologies AGSemiconductor TodayProduct Launch

Wed, Jan 10

22:07Impact score 45
SK Siltron CSS to supply silicon carbide wafers to Infineon
Infineon has formalized an agreement for SK Siltron CSS to supply 150mm silicon carbide wafers, with plans to transition to 200mm wafers in a subsequent phase. This secures a long-term supply source for Infineon's growing SiC semiconductor production needs.
关注
This partnership strengthens Infineon's supply chain resilience for a key growth material, potentially easing future supply constraints but not indicating an immediate market shortage or price impact.
150mm SiC Wafers200mm SiC WafersInfineon Technologies AG, SK Siltron CSSSemiconductor TodayPartnership/M&A

Mon, Nov 20

22:03Impact score 25
Infineon adds 62mm package to CoolSiC 1200V and 2000V MOSFET module families
Infineon has expanded its CoolSiC 1200V and 2000V MOSFET module families by adding a new 62mm industry-standard package based on its M1H technology. This move targets mid-power applications from 250kW upwards, enabling SiC to replace IGBTs in sectors like solar, EV charging, and energy storage. Neutral: This is a standard product line extension that may gradually increase demand for Infineon's SiC modules but does not constitute an immediate supply shock or price catalyst.
SiC MOSFETInfineon Technologies AGSemiconductor TodayProduct Launch

Wed, Oct 25

17:53Impact score 45
Infineon completes acquisition of GaN Systems
Infineon Technologies has completed its $830 million all-cash acquisition of GaN Systems, a fabless GaN power semiconductor developer. This move consolidates Infineon's position in the high-growth GaN power switching market. Watch: The deal reduces competitive supply options for discrete GaN components, potentially tightening the market long-term, but immediate price impact is uncertain.
GaN Power SemiconductorsInfineon Technologies AG, GaN Systems IncSemiconductor TodayPartnership/M&A

Wed, Oct 18

18:18Impact score 60
Infineon signs multi-year agreement to supply power semiconductors to Hyundai/Kia
Infineon has signed a multi-year agreement to supply SiC and Si power semiconductors to Hyundai/Kia until 2030, with the automakers providing financial contributions to secure manufacturing capacity. This deal locks in long-term, high-volume demand for Infineon's power semiconductor capacity, particularly for the strategic SiC segment.
利多
This is a significant demand anchor for Infineon's power semiconductor output, potentially tightening available spot market supply for competing buyers and supporting long-term pricing for SiC components.
Silicon Carbide (SiC) Power SemiconductorsSilicon (Si) Power ModulesInfineon Technologies AG, Hyundai Motor Company and 3 totalSemiconductor TodayPartnership/M&A

Thu, Sep 21

19:40Impact score 15
Infineon providing 1200V CoolSiC MOSFETs for Infypower’s EV charger stations
Infineon is supplying its 1200V CoolSiC MOSFETs to Chinese EV charging station maker Infypower. This is a standard product application announcement for an existing component line. Neutral: This represents typical demand absorption for Infineon's SiC portfolio but does not indicate a supply/demand imbalance or price pressure.
SiC MOSFETInfineon Technologies AGSemiconductor TodayProduct Launch

Fri, Aug 18

21:24Impact score 20
Spark Connected and Infineon unveil 500W industrial wireless charging module
Spark Connected and Infineon have launched a 500W industrial wireless charging module for robotics and e-mobility applications. This is a new product introduction targeting high-power industrial and mobility markets. Neutral: This is a niche product launch with no immediate, direct impact on semiconductor supply, demand, or pricing for traders.
Power SemiconductorsWireless Charging ICsInfineon Technologies AGSemiconductor TodayProduct Launch

Thu, Aug 17

00:54Impact score 15
Infineon and Chicony Power collaborate on GaN-based PD3.1 notebook adapter
Infineon and Chicony Power are expanding their collaboration to develop new PD3.1 notebook adapters using GaN technology, aiming for higher efficiency and power density. This partnership focuses on product development rather than signaling a change in component supply or pricing. Neutral: This is a standard product roadmap announcement with no immediate, direct impact on component supply, demand, or pricing for traders.
GaN Power ICsPD Adapter ControllersInfineon Technologies AG, Chicony Power TechnologySemiconductor TodayPartnership/M&A

Thu, Aug 3

17:12Impact score 60
Infineon expanding Kulim fab investment with €5bn second phase for Module Three
Infineon is expanding its Kulim, Malaysia fab with a €5 billion second phase to build the world's largest 200mm SiC power fab, backed by ~€5 billion in customer commitments and ~€1 billion in pre-payments. This move aims to capture market share in the fast-growing automotive and industrial SiC segments. Bearish: This significant capacity expansion, while demand-driven, increases future SiC supply and could exert downward pressure on premium pricing as the market scales.
Silicon Carbide (SiC) Power SemiconductorsInfineon Technologies AGSemiconductor TodayCapacity Change

Wed, Jul 19

22:12Impact score 15
Infineon adds 650V TOLL portfolio to CoolSiC MOSFET family
Infineon has expanded its CoolSiC MOSFET portfolio with the launch of 650V devices in TOLL packaging, targeting applications like server SMPS and telecom infrastructure. This move addresses the growing demand for energy-efficient power solutions driven by trends in digitalization and e-mobility. Neutral: This is a standard product line expansion with no immediate, quantifiable impact on supply, demand, or pricing for traders.
SiC MOSFETPower SemiconductorsInfineon Technologies AGSemiconductor TodayProduct Launch

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

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