NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Apr 2

19:31Impact score 10
LED market to rebound by 3% to $13bn in 2024
TrendForce forecasts the global LED market to grow 3% YoY to $13bn in 2024, driven by demand in automotive lighting, displays, and general lighting, as well as successful micro-LED deployments by Samsung and Tag Heuer. This represents a market recovery from a low base. Neutral: The forecasted growth is broad-based and gradual, unlikely to create immediate supply tightness or direct price pressure for traders.
LEDMicro-LEDSamsung ElectronicsSemiconductor TodayMarket Analysis
19:12Impact score 10
Celestial AI closes $175m Series C funding round
Celestial AI, a startup developing optical interconnect technology for AI accelerators, has raised $175 million in a Series C funding round led by USIT, with participation from AMD Ventures and Samsung Catalyst. This funding will be used to advance its Photonic Fabric technology, which aims to address memory bandwidth bottlenecks in AI systems. Neutral: This is a long-term R&D milestone for a private company with no immediate impact on component supply, pricing, or trader inventory decisions.
AI AcceleratorOptical InterconnectCelestial AISemiconductor Today

Fri, Mar 29

00:54Impact score 8
UK funding of £14m for open-access power semiconductor test & packaging equipment
The UK government has announced a £16.6m investment, with £14m specifically targeted, to provide open-access power semiconductor test and packaging equipment for researchers and businesses. This funding aims to support the development of chips for high-energy applications like electric vehicles and industrial equipment. Neutral: This is a long-term R&D infrastructure initiative with no immediate impact on component supply, pricing, or trading dynamics.
Power SemiconductorsSemiconductor TodayTechnical

Thu, Mar 28

20:42Impact score 10
Diamfab raises €8.7m in first-round funding
Diamfab, a French startup developing diamond semiconductor substrates, has raised €8.7 million in a first funding round from investors including Asterion Ventures and Bpifrance. The funding is intended to support the development of its technology for high-power electronics and quantum applications. Neutral: This is a long-term R&D milestone with no immediate impact on trading dynamics for mainstream electronic components.
Diamond Semiconductor SubstratesDiamfabSemiconductor TodayTechnical

Wed, Mar 27

16:40Impact score 12
TRUMPF applies proprietary subwavelength surface-grating technology to datacom VCSELs
TRUMPF Photonic Components has applied its proprietary subwavelength surface-grating technology from sensing VCSELs to its 100Gbps datacom VCSELs, claiming improvements in relative intensity noise and polarization stability. This is a product enhancement within TRUMPF's existing portfolio, not a market-wide supply or demand shock. Neutral: This is a company-specific R&D milestone with no immediate, direct impact on component pricing or availability for traders.
VCSELDatacom TransceiversTRUMPF Photonic Components GmbHSemiconductor TodayTechnical
05:22Impact score 10
TRUMPF’s 980nm VCSEL extends transmission reach to 500m using optimized multimode fiber
TRUMPF Photonic Components announced its 980nm VCSEL can now achieve a transmission reach of 500m using optimized multimode fiber, extending its performance for datacom and industrial sensing applications. This is a technical improvement on an existing product line, not a change in supply, demand, or pricing. Neutral: This R&D milestone has no immediate impact on component trading or procurement dynamics.
VCSELMultimode FiberTRUMPF Photonic Components GmbHSemiconductor TodayTechnical

Tue, Mar 26

00:49Impact score 8
QPT’s Crowdcube funding round surpasses £1m
UK-based Quantum Power Transformation (QPT) has raised over £1 million in a Crowdcube funding round. The company develops GaN-based electric motor control solutions. Neutral: This early-stage R&D funding for a niche GaN application has no immediate, direct impact on component supply, demand, or pricing.
GaN Power DevicesSemiconductor TodayTechnical

Sat, Mar 23

00:27Impact score 10
TRUMPF and Optomind demo 100Gbps VCSEL in 800Gbps transceiver at OFC
TRUMPF and Optomind demonstrated a 100Gbps VCSEL enabling 800Gbps optical transceivers at OFC 2024. This milestone targets rising demand for high-speed interconnects in AI/ML hyperscale data centers. Neutral: This is a long-term R&D demonstration with no immediate impact on component supply, pricing, or inventory.
VCSELOptical TransceiverTRUMPF Photonic Components GmbH, Optomind IncSemiconductor TodayTechnical

Fri, Mar 22

00:45Impact score 5
US Critical Materials announces discovery of gallium at Sheep Creek, Montana
US Critical Materials Corp announced a significant gallium deposit discovery at its Sheep Creek, Montana claims. Gallium is a critical material for compound semiconductors like GaAs and GaN used in RF and power electronics. Neutral: This is a long-term exploration result with no immediate impact on trading; commercial production is years away and does not affect current supply-demand dynamics.
GalliumSemiconductor Today
00:32Impact score 10
5N Plus commercializing its GaN-on-Si patents
5N Plus is launching commercialization rights for its GaN-on-Si patent portfolio, targeting high-power electronics, EVs, and AI servers. This move aims to accelerate prototype development and market entry for vertical GaN-on-Si power devices. Neutral: This is a long-term technology licensing development with no immediate, quantifiable impact on component supply, demand, or pricing.
GaN-on-Si Power Devices5N Plus IncSemiconductor TodayTechnical

Fri, Mar 8

20:05Impact score 60
Aixtron’s Q4 revenue grows to record €214.2m, aiding full-year growth of 36%
Aixtron reported record Q4 2023 revenue of €214.2m, a 30% sequential increase and 17% year-over-year growth, contributing to full-year growth of 36%. This surge is driven by strong demand for its deposition equipment, particularly for power electronics and compound semiconductors. Bullish: This signals robust end-market demand and high capital expenditure by chipmakers, which may tighten equipment lead times and support pricing.
GaN/SiC Deposition EquipmentMOCVDAixtron SESemiconductor TodayFinancial/Earnings

Thu, Mar 7

17:55Impact score 15
Teledyne e2v HiRel releases rad-tolerant S-band LNA for high-rel space and radar applications
Teledyne e2v HiRel announced the TDLNA2050SEP, a radiation-tolerant S-band low-noise amplifier for high-reliability space and radar applications. The product is based on a 90nm pHEMT process and comes in a small 2mm x 2mm DFN package. Neutral: This is a standard product launch for a niche, high-reliability component with no immediate, broad impact on semiconductor supply, demand, or pricing.
Radiation-Tolerant AmplifierS-Band LNATeledyne e2v HiRel ElectronicsSemiconductor TodayProduct Launch

Fri, Mar 1

18:35Impact score 15
ROHM's EcoGaN used in Innergie’s 45W output USB-C charger C4 Duo
ROHM Semiconductor's 650V EcoGaN device has been adopted in Innergie's C4 Duo 45W USB-C charger. This represents a design win for ROHM's GaN technology in the consumer power adapter market. Neutral: This is a single product adoption with no immediate, quantifiable impact on GaN supply, demand, or pricing for traders.
GaN Power DeviceROHM SemiconductorSemiconductor TodayProduct Launch

Wed, Feb 28

21:22Impact score 10
Ancora’s double-side-cooling GaN FET demonstrates robustness and long-term reliability
Ancora Semiconductor's double-side-cooling GaN FETs have passed DMTBF tests, demonstrating a mean time between failures of 200,000 hours. This reliability milestone supports the adoption of its GaN technology in high-end power supplies like the XPG FUSION 1600W unit. Neutral: This is a technical validation with no immediate impact on supply, demand, or pricing for traders.
GaN FETPower Supply ComponentsAncora Semiconductor Inc, Delta Electronics IncSemiconductor TodayTechnical

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 22

02:30Impact score 25
Navitas powers Samsung Galaxy S24 with integrated AI
Navitas Semiconductor announced its GaNFast power ICs are used in Samsung's 25W Super-Fast Charging for the new Galaxy S24 smartphone. This is a design win in a flagship consumer product, potentially increasing visibility and demand for Navitas's GaN components. Neutral: This is a positive development for Navitas but represents a single, anticipated design win unlikely to cause immediate supply/demand imbalances or price movements in the broader GaN/SiC market.
GaN Power ICsNavitas SemiconductorSemiconductor TodayProduct Launch

Tue, Feb 20

16:56Impact score 15
EPC highlighting power electronics solutions at APEC
Efficient Power Conversion Corp (EPC) is showcasing its portfolio of GaN-based power conversion solutions at APEC 2024. The event focuses on promoting the performance advantages of its eGaN FETs and ICs for applications like DC-DC converters and motor drives. This is a standard promotional activity with no immediate, specific impact on supply, demand, or pricing for traders.
GaN FETPower Management ICEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch

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

Wed, Feb 14

17:29Impact score 15
EPC Space launches first rad-hard GaN power stage IC
EPC Space has launched the EPC7011L7SH, a 50V/6A radiation-hardened GaN power stage IC for space applications. This is a niche product launch targeting the specialized, low-volume, and high-reliability space electronics market. Neutral: This announcement has no immediate impact on the broader commercial semiconductor supply, demand, or pricing relevant to traders.
GaN Power ICRadiation-Hardened ICEPC Space LLCSemiconductor TodayProduct Launch

Thu, Feb 8

21:04Impact score 25
Transphorm showcasing GaN power conversion range at APEC
Transphorm Inc is showcasing its broad-spectrum GaN power conversion solutions at booth 1813 during the Applied Power Electronics Conference (APEC) 2024 in Long Beach. The company is a Silver Partner at the event running from February 25 to 29. This product showcase indicates technological progress but does not currently affect supply chains or pricing.
GaN Power ICTransphorm IncSemiconductor 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

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Apr 2

Fri, Mar 29

Thu, Mar 28

Wed, Mar 27

Tue, Mar 26

Sat, Mar 23

Fri, Mar 22

Fri, Mar 8

Thu, Mar 7

Fri, Mar 1

Wed, Feb 28

Tue, Feb 27

Thu, Feb 22

Tue, Feb 20

Thu, Feb 15

Wed, Feb 14

Thu, Feb 8

Chip Teardown Lab

Component price indexNPI, vs. prior period

Trending components