NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Sep 21

17:04Impact score 15
Teledyne e2v HiRel releases rad-tolerant L- and S-band RF LNA for space & radar applications
Teledyne e2v HiRel announced the TDLNA002093SEP, a radiation-tolerant L- and S-band low-noise amplifier for space and radar applications. This is a specialized product launch targeting high-reliability aerospace and defense markets. Neutral: This is a niche product announcement with no immediate, broad impact on component supply, demand, or pricing for traders.
RF LNARadiation-Hardened ICTeledyne e2v HiRel ElectronicsSemiconductor TodayProduct Launch

Thu, Sep 7

05:01Impact score 15
Volvo invests in Chinese SiC-based power module maker Leadrive
Volvo Cars Tech Fund has invested in Chinese SiC power module maker Leadrive Technology. This strategic investment aims to secure advanced power electronics for Volvo's future electric vehicles. Neutral: This is a long-term strategic partnership with no immediate impact on SiC component supply, pricing, or availability for the broader market.
SiC Power ModulesLeadrive TechnologySemiconductor TodayPartnership/M&A

Wed, Aug 30

23:13Impact score 10
SweGaN gains former Ericsson CEO as senior advisor
SweGaN AB, a Swedish developer of custom GaN-on-SiC epitaxial wafers, has appointed former Ericsson CEO Sven-Christer Nilsson as a senior advisor. This move is aimed at leveraging his experience and network to support the company's growth in telecom, defense, and power electronics markets. Neutral: This is a minor corporate development with no immediate, quantifiable impact on wafer supply, pricing, or trader decisions.
GaN-on-SiC Epitaxial WafersSweGaN ABSemiconductor TodayPartnership/M&A

Mon, Aug 14

21:15Impact score 45
US Department of Energy releases 2023 Critical Materials Assessment
The US DOE released its 2023 Critical Materials Assessment, identifying materials critical for clean energy technologies through 2035. This formal designation can influence investment, R&D funding, and supply chain security initiatives for these materials. Watch: This policy action signals long-term strategic importance and potential future supply chain interventions, which could affect pricing and availability for electronics containing these elements.
GalliumGermaniumNeodymiumSemiconductor TodayPolicy/Regulation

Sat, Aug 5

00:05Impact score 60
Silicon carbide and gallium nitride power electronics applications grow to 83% of Aixtron’s first-half revenue
Aixtron reported Q2 2023 revenue of €173.5m, more than doubling from the prior quarter, driven by SiC and GaN power electronics applications now comprising 83% of its H1 revenue. This surge reflects intense capital expenditure by power semiconductor manufacturers to expand capacity for these next-generation materials. Bullish: This signals sustained, strong demand for SiC/GaN wafer fab equipment, a leading indicator for future power device supply and positive for related material and component pricing.
SiC Power DevicesGaN Power DevicesAixtron SESemiconductor TodayFinancial/Earnings

Thu, Aug 3

15:27Impact score 15
GaN Systems and ACEpower partner to drive GaN adoption in Chinese EV market
GaN Systems has partnered with Chinese power supply manufacturer ACEpower to accelerate the adoption of GaN technology in China's EV market, specifically for charging modules and onboard chargers. The collaboration leverages GaN Systems' power semiconductors and ACEpower's high-volume manufacturing capabilities. Neutral: This is a long-term market development agreement with no immediate, quantifiable impact on component supply, pricing, or inventory.
GaN Power SemiconductorsGaN Systems IncSemiconductor TodayPartnership/M&A

Thu, Jul 13

16:14Impact score 10
QPT and GaN Systems sign MoU to develop technologies to extend EV driving range
Quantum Power Transformation (QPT) and GaN Systems have signed an MoU to co-develop technologies aimed at extending EV driving range by maximizing GaN transistor performance in the 100kHz to 20MHz range. The partnership focuses on overcoming design challenges for high-power automotive applications using hard switching. Neutral: This is a long-term R&D collaboration with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN TransistorsPower SemiconductorsGaN Systems, Quantum Power TransformationSemiconductor TodayTechnical

Thu, Jul 6

16:48Impact score 45
Renesas and Wolfspeed sign 10-year silicon carbide wafer supply agreement
Renesas has secured a 10-year supply of silicon carbide wafers from Wolfspeed with a $2 billion deposit, aiming to scale SiC power semiconductor production from 2025. This long-term agreement mitigates Renesas's supply risk for a critical material facing industry-wide constraints. Watch: The deal locks in future supply for Renesas but does not immediately alter near-term market availability or pricing for SiC components.
Silicon Carbide WafersSiC Power SemiconductorsRenesas Electronics Corp, Wolfspeed IncSemiconductor TodayPartnership/M&A

Wed, Jul 5

17:20Impact score 10
NexGen and General Motors to receive DoE funding for GaN-based electric drive systems
NexGen Power Systems and General Motors have been awarded US Department of Energy funding to develop electric drive systems using NexGen's Vertical GaN technology. The project focuses on power electronics design, motor integration, and thermal management for improved EV efficiency. Neutral: This is a long-term R&D milestone with no immediate impact on semiconductor supply, demand, or pricing for traders.
GaN Power SemiconductorsElectric Drive SystemsNexGen Power Systems IncSemiconductor TodayTechnical
16:46Impact score 10
Navitas and Plexim accelerate time-to-market with PLECS models for GeneSiC power semiconductors
Navitas Semiconductor and Plexim have partnered to release PLECS thermal loss models for GeneSiC's G3 SiC MOSFET and Gen 5 MPS diode products. This collaboration aims to accelerate the design and time-to-market for power electronics systems using these components. Neutral: This is a software tool release that improves design efficiency but does not directly impact semiconductor supply, demand, or pricing in the near term.
SiC MOSFETSiC DiodeNavitas Semiconductor, GeneSiCSemiconductor TodayTechnical

Fri, Jun 30

15:12Impact score 10
Celestial AI raises $100m in Series B funding
Celestial AI raised $100M in Series B funding from investors including Samsung Catalyst and Koch Disruptive Technologies to advance its Photonic Fabric optical interconnect technology. The funding supports R&D for a claimed performance lead over existing electrical connectivity solutions. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader decisions.
Optical InterconnectAI AcceleratorCelestial AISemiconductor TodayTechnical

Wed, Jun 28

04:09Impact score 25
Diodes Inc launches automotive-compliant 1200V silicon carbide MOSFETs
Diodes Inc. has launched two new 1200V automotive-compliant SiC MOSFETs, the DMWSH120H90SM4Q and DMWSH120H28SM4Q, targeting EV subsystems like OBCs and traction inverters. This expands the company's wide-bandgap portfolio to meet growing demand for higher efficiency in automotive power electronics. Neutral: This is a standard product launch that expands supply options but does not indicate a near-term supply/demand imbalance or price pressure for existing components.
Silicon Carbide MOSFETPower SemiconductorsDiodes IncorporatedSemiconductor TodayProduct Launch

Wed, Jun 21

20:39Impact score 10
Emerging substrates market growing at 27% CAGR from $63.6m in 2022 to $264m by 2028
A market research report forecasts the emerging semiconductor substrates market to grow from $63.6 million in 2022 to $264 million by 2028, representing a 27% CAGR. This growth is driven by performance demands beyond silicon, with GaAs for RF and SiC for power electronics cited as key materials gaining traction. Neutral: This is a long-term, aggregated market projection with no immediate, specific supply/demand or pricing data actionable for traders.
GaAs RF SubstratesSiC Power SubstratesSemiconductor TodayMarket Analysis
15:54Impact score 15
TRUMPF showcasing new TruHeat VCSEL modules at LASER World of Photonics
TRUMPF Photonic Components is showcasing new TruHeat VCSEL modules at LASER World of Photonics 2023. This is a standard product launch event for industrial heating and sensing applications. Neutral: The announcement is promotional and does not indicate any immediate change in supply, demand, or pricing for VCSEL components.
VCSELTRUMPF Photonic Components GmbHSemiconductor TodayProduct Launch
00:33Impact score 10
Airbus and ST collaborate on SiC and GaN power electronics for aircraft electrification
Airbus and STMicroelectronics have signed an R&D cooperation agreement focused on SiC and GaN power electronics for aircraft electrification. The collaboration aims to develop more efficient and lighter power systems for future hybrid and fully electric aircraft. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, demand, or pricing for traders.
SiC Power DevicesGaN Power DevicesSTMicroelectronicsSemiconductor TodayTechnical

Wed, Jun 14

17:39Impact score 5
TRUMPF Photonic Components gains Thomas Dobbertin as new managing director
TRUMPF Photonic Components has appointed Dr. Thomas Dobbertin as its new managing director, effective July 17. He succeeds Dr. Berthold Schmidt, who will move to a CTO role within the parent TRUMPF Group. Neutral: This routine management change at a component supplier has no immediate impact on supply, demand, or pricing for VCSELs and photodiodes.
VCSELPhotodiodeTRUMPF Photonic Components GmbHSemiconductor Today
04:00Impact score 15
Teledyne e2v HiRel launches RF low-noise VCOs for LEO space applications
Teledyne e2v HiRel announced the launch of two new low-phase-noise voltage-controlled oscillators (VCOs) designed for low earth orbit (LEO) space applications. This is a specialized product launch targeting the high-reliability space and defense electronics market. Neutral: This is a niche product announcement with no immediate, broad impact on component supply, demand, or pricing relevant to general traders.
Voltage-Controlled Oscillator (VCO)RF ComponentsTeledyne e2v HiRel ElectronicsSemiconductor TodayProduct Launch
03:48Impact score 20
Teledyne e2v HiRel launches RF LNAs for LEO space applications
Teledyne e2v HiRel announced two new GaAs-based low-noise amplifiers (TDLNA2626, TDLNA2628) covering 17–31.5GHz for LEO space applications. The launch represents incremental product development in a specialized, low-volume segment of the RF component market. Neutral: This is a routine product introduction with no immediate impact on broader semiconductor supply, demand, or pricing relevant to traders.
RF LNAGaAs MMICTeledyne e2v HiRel ElectronicsSemiconductor TodayProduct Launch

Mon, Jun 5

22:47Impact score 12
Nidec and Renesas collaborate on SiC and GaN for EV E-Axle systems
Nidec and Renesas have announced a collaboration to develop semiconductor solutions for next-generation E-Axle systems for EVs. This partnership focuses on integrating SiC and GaN power devices into more compact and efficient motor drive units. Neutral: This is a long-term R&D announcement with no immediate impact on component supply, pricing, or trader inventory decisions.
SiC Power DevicesGaN Power DevicesE-Axle SystemsNidec Corp, Renesas Electronics CorpSemiconductor TodayTechnical

Thu, Jun 1

20:36Impact score 8
PRFI’s 150th MMIC design moves to production
PRFI Ltd announced its 150th custom MMIC design, a low-current mmWave gain block, has moved to production. The UK-based RFIC/MMIC design house counts Samsung, Sony, and Qorvo among its clients. Neutral: This is a routine R&D milestone for a design firm with no direct impact on component supply, demand, or pricing.
MMICRFICPRFI LtdSemiconductor TodayTechnical

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, Sep 21

Teledyne e2v HiRel releases rad-tolerant L- and S-band RF LNA for space & radar applications

Thu, Sep 7

Volvo invests in Chinese SiC-based power module maker Leadrive

Wed, Aug 30

SweGaN gains former Ericsson CEO as senior advisor

Mon, Aug 14

US Department of Energy releases 2023 Critical Materials Assessment

Sat, Aug 5

Silicon carbide and gallium nitride power electronics applications grow to 83% of Aixtron’s first-half revenue

Thu, Aug 3

GaN Systems and ACEpower partner to drive GaN adoption in Chinese EV market

Thu, Jul 13

QPT and GaN Systems sign MoU to develop technologies to extend EV driving range

Thu, Jul 6

Renesas and Wolfspeed sign 10-year silicon carbide wafer supply agreement

Wed, Jul 5

NexGen and General Motors to receive DoE funding for GaN-based electric drive systems

Navitas and Plexim accelerate time-to-market with PLECS models for GeneSiC power semiconductors

Fri, Jun 30

Celestial AI raises $100m in Series B funding

Wed, Jun 28

Diodes Inc launches automotive-compliant 1200V silicon carbide MOSFETs

Wed, Jun 21

Emerging substrates market growing at 27% CAGR from $63.6m in 2022 to $264m by 2028

TRUMPF showcasing new TruHeat VCSEL modules at LASER World of Photonics

Airbus and ST collaborate on SiC and GaN power electronics for aircraft electrification

Wed, Jun 14

TRUMPF Photonic Components gains Thomas Dobbertin as new managing director

Teledyne e2v HiRel launches RF low-noise VCOs for LEO space applications

Teledyne e2v HiRel launches RF LNAs for LEO space applications

Mon, Jun 5

Nidec and Renesas collaborate on SiC and GaN for EV E-Axle systems

Thu, Jun 1

PRFI’s 150th MMIC design moves to production

Chip Teardown Lab

Component price indexNPI, vs. prior period

Trending components