NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Jan 9

00:32Impact score 15
Marktech launches new transfer-molded LED and photodiode packaging capabilities
Marktech Optoelectronics and Optrans Corp announced new transfer-molded LED and photodiode packaging capabilities, with first customer availability scheduled for Q2 2026. The technology targets improved reliability and performance for advanced emitter architectures like RCLEDs and QWLEDs. Neutral: This is a long-term R&D announcement with no immediate impact on component supply, pricing, or trading dynamics for existing parts.
LEDPhotodiodeOptoelectronics PackagingMarktech Optoelectronics Inc, Optrans CorpSemiconductor TodayProduct Launch

Thu, Jan 8

05:50Impact score 20
Phlux showcasing 1550nm IR sensor APDs for laser range finders, optical test, LiDAR and free-space optical communications
Phlux Technology is showcasing its Aura family of Noiseless InGaAs APD infrared sensors at SPIE Photonics West 2026. The 1550nm sensors target applications including LiDAR, free-space optical communications, and laser rangefinders. Neutral: This is a niche product launch by a small, specialized firm with no immediate, broad impact on semiconductor supply, demand, or pricing.
1550nm Avalanche Photodiode (APD)InGaAs IR SensorPhlux TechnologySemiconductor TodayProduct Launch

Wed, Jan 7

18:10Impact score 8
Vitrealab closes $11m Series A financing round
Vitrealab GmbH, an Austrian developer of photonic integrated circuits for AR light engines, closed an oversubscribed $11 million Series A funding round led by LIFTT. The capital will be used to advance its PIC technology for laser-LCoS-based AR systems. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader decisions.
Photonic Integrated Circuits (PICs)Vitrealab GmbHSemiconductor TodayTechnical

Fri, Jan 2

17:50Impact score 45
https://www.semiconductor-today.com/news_items/2026/jan/tclcsot-prima-020126.shtml
TCL CSOT acquired an 80% stake in Fujian Prima Optoelectronics, formally entering the LED chip segment. This move aims to create a vertically integrated supply chain from LED chips to mini-LED video walls. Watch: This M&A could tighten supply for external buyers as TCL CSOT prioritizes internal demand, potentially impacting spot market availability.
LED ChipMini-LEDTCL China Star Optoelectronics Technology Co Ltd (TCL CSOT), Fujian Prima Optoelectronics Co LtdSemiconductor TodayPartnership/M&A

Tue, Dec 30

01:08Impact score 10
Move2Thz project targets sustainable InP-on-silicon platform and European ecosystem upscaling to mass market sub-THz applications
The Move2Thz project is a collaborative R&D initiative aiming to develop a sustainable InP-on-silicon platform and scale up a European ecosystem for mass-market sub-THz applications. The project focuses on addressing technical shortcomings in InP technology to enable future high-frequency applications. Neutral: This is a long-term R&D effort with no immediate impact on component supply, pricing, or trading decisions.
Indium Phosphide (InP) WafersSub-THz ComponentsSemiconductor TodayTechnical

Mon, Dec 29

18:26Impact score 10
Micro-LED reaches make-or-break phase as first production lines ramp at AUO
AUO is ramping its first Micro-LED production lines, marking a critical make-or-break phase for the technology's commercialization. Market analyst Yole Group has released strategic reports analyzing the market and manufacturing landscape for 2025. Watch: The successful ramp could create future demand for related materials and equipment, but current trading impact on existing components is indirect and long-term.
Micro-LEDAUOSemiconductor TodayTechnical
18:08Impact score 10
Co-packaged optics market to grow at 37% CAGR to $20bn by 2036
IDTechEx forecasts the co-packaged optics (CPO) market to grow at a 37% CAGR, reaching $20 billion by 2036, driven by data center demand for higher bandwidth and lower power. The report details the technological shift from pluggable optical modules to CPO architectures. Neutral: This is a long-term market projection with no immediate impact on component pricing, supply, or trading decisions.
Optical TransceiversCPO ModulesASICsSemiconductor TodayMarket Analysis

Tue, Dec 23

18:38Impact score 15
Fuji Electric and Robert Bosch collaborate on SiC power semiconductor modules for EVs
Fuji Electric and Robert Bosch have agreed to collaborate on SiC power semiconductor modules for EVs, focusing on package compatibility. This partnership aims to leverage Bosch's automotive systems expertise with Fuji's power module technology for the growing EV market. Neutral: This is a long-term R&D and supply agreement with no immediate impact on spot market pricing or availability of discrete components.
SiC Power ModulesFuji Electric Co Ltd, Robert Bosch GmbHSemiconductor TodayPartnership/M&A

Fri, Dec 19

17:16Impact score 15
onsemi to develop power devices using GlobalFoundries’ 200mm lateral GaN-on-Si
onsemi and GlobalFoundries have signed a collaboration to develop and manufacture gallium nitride (GaN) power products using GF's 200mm eMode GaN-on-silicon process, starting with 650V devices. This partnership aims to leverage GF's foundry capacity and onsemi's power expertise for critical markets. The announcement is a long-term R&D milestone with no immediate impact on current supply, pricing, or inventory of existing power components.
GaN Power Devicesonsemi, GlobalFoundriesSemiconductor TodayTechnical

Thu, Dec 18

17:34Impact score 15
CGD wins Hyundai Open Innovation challenge
Fabless firm Cambridge GaN Devices (CGD) has been selected as a winner in Hyundai's Open Innovation Challenge for its ICeGaN solution, which targets EV traction inverter power modules. The win highlights CGD's technology as a potential cost-effective alternative to Silicon Carbide (SiC) in high-power EV applications. Neutral: This is a design win validation for a specific fabless firm's technology roadmap but does not indicate an immediate shift in component supply, demand, or pricing for the broader market.
GaN Power TransistorsGaN ICsSiC Power ModulesCambridge GaN Devices Ltd (CGD)Semiconductor TodayTechnical

Wed, Dec 17

19:55Impact score 8
RENA joins UK-funded consortium to strengthen national semiconductor metrology capabilities
RENA Technologies has joined a UK government-funded €1.3m consortium led by the National Physical Laboratory to develop new semiconductor metrology capabilities. The project aims to strengthen the UK's innovation infrastructure for next-generation semiconductor materials and processes. Neutral: This is a long-term R&D initiative with no immediate impact on component supply, demand, or pricing.
Semiconductor Manufacturing EquipmentRENA Technologies GmbHSemiconductor TodayTechnical

Tue, Dec 16

17:48Impact score 10
IDTechEx assesses status of 800V for EVs
IDTechEx's report analyzes the transition to 800V EV architectures and forecasts its impact on the adoption of wide-bandgap semiconductors like SiC and GaN within the power electronics market. This represents a long-term technology trend analysis without immediate supply chain disruptions or specific financial data. Neutral: The report provides background market context but lacks concrete data on production, pricing, or inventory to generate a direct trading signal.
SiC MOSFETGaN FETPower ModulesSemiconductor TodayMarket Analysis

Mon, Dec 15

18:11Impact score 12
CEA-Leti and ST demo path to fully monolithic silicon RF front-ends with 3D sequential integration
CEA-Leti and STMicroelectronics presented a 3D sequential integration technology for RF front-ends at IEDM 2025. The research demonstrates a path to monolithically integrate SiGe HBTs, RF SOI switches, and high-quality passives on a single wafer. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or production capacity.
RF Front-End Modules (FEM)SiGe HBTRF SOI SwitchesSTMicroelectronicsSemiconductor TodayTechnical
17:58Impact score 10
Imec presents record WSe2-based 2D-pFETs for extending logic technology roadmap
Imec presented research at IEDM 2025 demonstrating p-type FETs with monolayer tungsten diselenide (WSe2) channels achieving a record drive current of 690µA/µm, alongside improved fab-compatible modules for contact and gate stack integration. This represents an R&D milestone in exploring 2D materials for extending the logic scaling roadmap beyond silicon. Neutral: This is a long-term research development with no immediate impact on component supply, pricing, or trading decisions.
Logic TransistorsAdvanced Process NodesimecSemiconductor TodayTechnical

Thu, Dec 11

17:49Impact score 8
Cornell develops HEMTs on single-crystal AlN substrate for RF power amplifiers
Cornell University researchers have developed a new HEMT transistor architecture on single-crystal aluminum nitride (AlN) substrates, targeting high-power RF amplifiers. This academic R&D milestone aims to address supply chain vulnerabilities related to gallium. Neutral: This is a long-term, pre-commercial technology development with no immediate impact on component pricing or supply.
RF Power Amplifier TransistorsGaN HEMTsSemiconductor TodayTechnical
17:37Impact score 20
SemiQ launches Gen3 1200V S3 modules for high-power industrial and EV applications
SemiQ Inc has expanded its third-generation QSiC MOSFET product line with 1200V S3 modules, claiming industry-leading current density and thermal resistance for industrial and EV applications. This is a standard product line refresh targeting high-power markets. Neutral: This launch represents incremental technology advancement but does not signal an immediate shift in supply, demand, or pricing for SiC components.
SiC MOSFETSiC Epitaxial WafersSemiQ IncSemiconductor TodayProduct Launch
05:45Impact score 15
Infineon adds new packages to CoolSiC MOSFET 750V G2 family
Infineon has expanded its CoolSiC MOSFET 750V G2 portfolio with new packages including Q-DPAK and D2PAK, targeting higher system efficiency in automotive and industrial applications. This is a routine product line extension, not a supply chain event. Neutral: This launch does not indicate a change in supply, demand, or pricing for existing SiC MOSFETs.
SiC MOSFETInfineon Technologies AGSemiconductor TodayProduct Launch
05:07Impact score 15
VisIC closes $26m round B investment
VisIC Technologies, an Israeli fabless GaN power device supplier, closed a $26M Series B funding round led by an unnamed global semiconductor leader, with strategic investment from Hyundai Motor Company and Kia. This investment aims to accelerate the development and adoption of GaN technology in automotive power conversion applications. Watch: The funding signals growing strategic interest and validation for GaN in high-growth automotive markets, but has no immediate, direct impact on component supply or pricing.
GaN Power TransistorsVisIC Technologies LtdSemiconductor TodayPartnership/M&A

Wed, Dec 10

18:36Impact score 10
UK and Canada collaborate on optical engine for faster, more efficient and more sustainable AI data centers
A UK-Canada partnership is developing an advanced optical engine aimed at improving the speed, efficiency, and sustainability of AI data centers. This is a long-term R&D project focused on a future technology for data center interconnects. Neutral: This is a distant R&D milestone with no immediate impact on semiconductor supply, demand, or pricing for traders.
Optical InterconnectOptical EngineSemiconductor TodayTechnical
00:24Impact score 5
BluGlass appoints CEO Jim Haden as executive director, replacing non-exec director Jean Michel Pelaprat
BluGlass Ltd appointed its CEO Jim Haden as an executive director, replacing non-executive director Jean Michel Pelaprat. This is an internal management change for the Australian developer of GaN blue laser diodes. Neutral: This corporate governance update has no immediate impact on component supply, pricing, or trading dynamics.
GaN Laser DiodesBluGlass LtdSemiconductor Today

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, Jan 9

Marktech launches new transfer-molded LED and photodiode packaging capabilities

Thu, Jan 8

Phlux showcasing 1550nm IR sensor APDs for laser range finders, optical test, LiDAR and free-space optical communications

Wed, Jan 7

Vitrealab closes $11m Series A financing round

Fri, Jan 2

https://www.semiconductor-today.com/news_items/2026/jan/tclcsot-prima-020126.shtml

Tue, Dec 30

Move2Thz project targets sustainable InP-on-silicon platform and European ecosystem upscaling to mass market sub-THz applications

Mon, Dec 29

Micro-LED reaches make-or-break phase as first production lines ramp at AUO

Co-packaged optics market to grow at 37% CAGR to $20bn by 2036

Tue, Dec 23

Fuji Electric and Robert Bosch collaborate on SiC power semiconductor modules for EVs

Fri, Dec 19

onsemi to develop power devices using GlobalFoundries’ 200mm lateral GaN-on-Si

Thu, Dec 18

CGD wins Hyundai Open Innovation challenge

Wed, Dec 17

RENA joins UK-funded consortium to strengthen national semiconductor metrology capabilities

Tue, Dec 16

IDTechEx assesses status of 800V for EVs

Mon, Dec 15

CEA-Leti and ST demo path to fully monolithic silicon RF front-ends with 3D sequential integration

Imec presents record WSe2-based 2D-pFETs for extending logic technology roadmap

Thu, Dec 11

Cornell develops HEMTs on single-crystal AlN substrate for RF power amplifiers

SemiQ launches Gen3 1200V S3 modules for high-power industrial and EV applications

Infineon adds new packages to CoolSiC MOSFET 750V G2 family

VisIC closes $26m round B investment

Wed, Dec 10

UK and Canada collaborate on optical engine for faster, more efficient and more sustainable AI data centers

BluGlass appoints CEO Jim Haden as executive director, replacing non-exec director Jean Michel Pelaprat

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