NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Dec 8

17:03Impact score 25
Navitas powers NIO Phone with fast charging and EV interaction
Navitas Semiconductor announced its GaNFast power ICs are featured in the 66W fast charger for NIO's new NIO Phone, enhancing charging efficiency and vehicle-mobile interconnection. This represents a design win in the consumer electronics and EV accessory space for Navitas's GaN technology. Neutral: The event signals incremental demand for GaN components but is not a volume driver significant enough to shift broader market supply or pricing for power semiconductors.
GaN Power ICsNavitas Semiconductor CorpSemiconductor TodayProduct Launch

Mon, Dec 4

17:52Impact score 25
TI expands low-power GaN portfolio, allowing AC/DC power adapters to shrink 50%
Texas Instruments has expanded its portfolio of low-power gallium nitride (GaN) FETs with integrated drivers, targeting higher power density and smaller form factors for AC/DC adapters in consumer and industrial markets. This launch represents a technology iteration aimed at improving system efficiency and thermal performance. Neutral: This is a competitive product refresh that may shift demand within the power semiconductor segment but does not indicate a near-term supply constraint or price catalyst.
GaN FETPower Adapter ICTexas InstrumentsSemiconductor TodayProduct Launch

Tue, Nov 28

17:31Impact score 10
OIPT wins orders for ALE and ALD systems from Japanese GaN HEMT foundries
Oxford Instruments Plasma Technology (OIPT) has received significant orders for plasma ALD and ALE systems from multiple leading Japanese GaN HEMT foundries. The systems are intended to support production for high-growth markets including consumer fast-charging, data centers, and 5G/6G communications. Neutral: This represents a long-term capacity expansion for GaN production equipment, with no immediate impact on component supply, pricing, or inventory levels for traders.
GaN HEMTGaN Power ElectronicsGaN RFOxford Instruments Plasma TechnologySemiconductor TodayTechnical

Thu, Nov 23

17:56Impact score 10
US DOE announces $42m in funding for first 15 projects in ULTRAFAST program
The US Department of Energy announced $42 million in funding for 15 projects under its ULTRAFAST program, aimed at developing next-generation semiconductor technologies for grid reliability. This is a long-term R&D initiative focused on power electronics and does not involve commercial production or immediate supply chain changes. Neutral: This is a foundational research program with no direct or near-term impact on semiconductor trading, pricing, or supply.
Power SemiconductorsWide-Bandgap SemiconductorsSemiconductor TodayTechnical

Mon, Nov 20

17:57Impact score 8
QPT shortlisted for ABB Power Density Start-up Challenge
UK power electronics firm QPT was selected as a finalist for ABB's Power Density Start-up Challenge 2023, focusing on motor drive products. The challenge aims to identify and collaborate with innovative startups in power electronics. Neutral: This R&D milestone highlights competitive innovation but has no immediate impact on component supply, pricing, or procurement decisions.
Motor DrivesPower SemiconductorsABB, QPTSemiconductor TodayTechnical

Thu, Nov 16

02:16Impact score 15
NUBURU wins purchase order from multi-national electronics manufacturer
NUBURU Inc. has received a purchase order from a multi-national electronics manufacturer to supply its BL-250 high-power blue laser system for use in manufacturing next-generation 3C devices. This represents a design win for NUBURU's industrial laser technology within a major electronics supply chain. Neutral: This is a company-specific development with no immediate, broad impact on semiconductor component supply, demand, or pricing.
Industrial Blue LasersNUBURU IncSemiconductor TodayProduct Launch

Wed, Nov 15

19:41Impact score 58
Aixtron’s Q3 revenue and earnings up significantly year-on-year
Aixtron reported Q3 2023 revenue of €165m, down 5% sequentially but up 86% year-on-year, driven by strong demand for its deposition equipment used in power electronics and compound semiconductors. This performance is a leading indicator of sustained capital expenditure by chipmakers in specific high-growth segments.
关注
Strong earnings signal robust equipment demand, but sequential decline warrants monitoring for potential capex moderation.
Deposition EquipmentAixtron SESemiconductor TodayFinancial/Earnings

Mon, Nov 13

18:37Impact score 10
Mitsubishi Electric and Nexperia to co-develop SiC power semiconductors
Mitsubishi Electric and Nexperia announced a strategic partnership to co-develop silicon carbide (SiC) power semiconductors, with Mitsubishi supplying SiC MOSFET chips for Nexperia's discrete devices. This collaboration aims to leverage Mitsubishi's wide-bandgap technology to address the growing power electronics market. Neutral: This is a long-term R&D agreement with no immediate impact on supply, pricing, or inventory of existing components.
SiC MOSFETSiC DiscreteMitsubishi Electric Corp, Nexperia B.V.Semiconductor TodayPartnership/M&A

Tue, Nov 7

17:42Impact score 10
Diamond Foundry creates first diamond-based electric car inverter
Diamond Foundry Inc has developed an electric car inverter prototype using its diamond wafer technology, claiming it enables greater efficiency. This is an R&D milestone in advanced materials for power electronics, not a commercial product launch. Neutral: This has no immediate impact on trading dynamics for existing power semiconductor components like SiC or GaN.
Power SemiconductorsSiC WafersGaN WafersDiamond Foundry IncSemiconductor TodayTechnical

Fri, Nov 3

22:59Impact score 25
Navitas’ GaNFast 25W fast charger adopted for Samsung’s flagship Galaxy S23 phone
Navitas Semiconductor announced its GaNFast power ICs have been adopted in Samsung's new 25W charger for the Galaxy S23 smartphone. This represents another design win for Navitas in the fast-growing GaN charger market for flagship mobile devices. Neutral: While a positive indicator for Navitas' GaN technology adoption, this single product launch is unlikely to cause immediate, material shifts in the broader GaN power component supply or pricing for traders.
GaN Power ICsNavitas SemiconductorSemiconductor TodayProduct Launch

Thu, Oct 19

01:29Impact score 55
GlobalFoundries gains $35m US Government funding to accelerate 200mm GaN-on-Si chip production
GlobalFoundries received $35 million in US federal funding to accelerate the manufacturing of its gallium nitride (GaN) on silicon semiconductors at its Vermont facility. The funding aims to bring the company closer to large-scale production of GaN chips for high-power applications in 5G/6G, automotive, and industrial IoT. Watch: This signals a long-term increase in GaN-on-Si capacity, potentially easing future supply constraints for power electronics, but has no immediate impact on current pricing.
GaN-on-Si Power SemiconductorsGlobalFoundriesSemiconductor TodayCapacity Change

Tue, Oct 17

23:30Impact score 10
J2 and HKSTP to establish first silicon carbide fab in Hong Kong
J2 Semiconductor and HKSTP have signed an MoU to establish Hong Kong's first 8-inch silicon carbide (SiC) wafer fab and a global R&D center for third-generation semiconductors. This represents a long-term strategic investment in SiC manufacturing capacity, a key material for power electronics. Neutral: This is a forward-looking R&D and capacity announcement with no immediate impact on supply, demand, or pricing for existing components.
SiC WafersThird-Generation SemiconductorsJ2 Semiconductor (Shanghai) Co LtdSemiconductor TodayTechnical

Thu, Oct 12

20:24Impact score 5
GaN Systems’ co-founder Geoff Haynes joins QPT as advisor
Geoff Haynes, co-founder of GaN Systems, has joined UK startup Quantum Power Transformation (QPT) as an advisor. This move connects a key figure from an established GaN power semiconductor firm with a newer player in power electronics. Neutral: This is a personnel announcement with no immediate, quantifiable impact on component supply, demand, or pricing.
GaN Power SemiconductorsGaN Systems, Quantum Power Transformation (QPT)Semiconductor TodayPartnership/M&A

Wed, Oct 11

16:34Impact score 58
Soitec inaugurates new plant for SmartSiC wafer production
Soitec has inaugurated a new plant with a final production capacity of 500,000 SmartSiC wafers per year. This expansion is part of the European push to strengthen its semiconductor supply chain, particularly for power electronics used in EVs and energy. Bearish: The significant increase in SiC wafer production capacity is expected to alleviate supply constraints and put downward pressure on future prices.
SiC WafersSoitecSemiconductor TodayCapacity Change

Tue, Oct 3

21:03Impact score 12
imec presents SiGe BiCMOS optical receiver achieving gross data rate of 200Gbps
Researchers from imec and Ghent University presented an optical receiver achieving 200Gbps using SiGe BiCMOS electronics and a germanium photodetector. This R&D milestone addresses the need for higher data rates in data centers and optical networks. Neutral: This is a long-term technology demonstration with no immediate impact on component supply, pricing, or trading decisions.
SiGe BiCMOS ICGermanium PhotodetectorSilicon PhotonicsimecSemiconductor TodayTechnical

Mon, Oct 2

18:53Impact score 15
TRUMPF and KDPOF showcasing first 980nm multi-gigabit interconnect system for automotive systems
TRUMPF and KDPOF showcased the first 980nm multi-gigabit optical interconnect system for automotive applications at ECOC 2023. The system uses VCSELs and photodiodes to enable high-speed data transmission over plastic optical fiber (POF) within vehicles. Neutral: This is a long-term R&D milestone with no immediate impact on semiconductor supply, demand, or pricing for traders.
VCSELPhotodiodesOptical InterconnectTRUMPF Photonic Components GmbH, KDPOFSemiconductor TodayTechnical
15:54Impact score 10
TRUMPF breakthrough in sub-wavelength grating reducing RMS and RIN values
TRUMPF Photonic Components is showcasing its updated VCSEL and photodiode portfolio at ECOC 2023, highlighting a technical breakthrough in sub-wavelength grating design that reduces RMS and RIN values. This represents an R&D milestone for improving the performance of VCSELs used in consumer electronics, datacoms, and automotive sensing. Neutral: This is a long-term technology development with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
VCSELPhotodiodesTRUMPF Photonic Components GmbHSemiconductor TodayTechnical

Fri, Sep 29

16:41Impact score 15
GaN Systems launches Gen4 GaN power platform
GaN Systems has launched its 4th generation GaN power platform targeting multiple high-growth markets. This is a technology iteration from a fabless developer, not a production or supply chain announcement. Neutral: The launch represents a competitive development but does not directly alter current supply, demand, or pricing dynamics for power semiconductors in the near term.
GaN Power TransistorsGaN Systems IncSemiconductor TodayProduct Launch

Wed, Sep 27

23:58Impact score 15
ROHM launches sensor for attachment/detachment and proximity detection
ROHM has launched the RPR-0720, a compact proximity sensor measuring 2.0mm x 1.0mm, designed for attachment/detachment and proximity detection applications. This is a standard product introduction targeting specific use cases in consumer electronics and industrial design. Neutral: This launch is unlikely to cause any immediate supply-demand shift or price impact for existing sensor components.
Proximity SensorROHMSemiconductor TodayProduct Launch

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

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

Fri, Dec 8

Mon, Dec 4

Tue, Nov 28

Thu, Nov 23

Mon, Nov 20

Thu, Nov 16

Wed, Nov 15

Mon, Nov 13

Tue, Nov 7

Fri, Nov 3

Thu, Oct 19

Tue, Oct 17

Thu, Oct 12

Wed, Oct 11

Tue, Oct 3

Mon, Oct 2

Fri, Sep 29

Wed, Sep 27

Thu, Sep 21

Chip Teardown Lab

Component price indexNPI, vs. prior period

Trending components