NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, May 27

20:00Impact score 10
TSMC N3, And Challenges Ahead
TSMC has detailed its N3B and N3E 3nm process nodes, confirming N3B's mass production start in late 2022 with a contacted gate pitch of 45-47nm and the introduction of a new self-aligned contact scheme. The article is a technical deep-dive on process characteristics and challenges, with no mention of volume ramp timing, yield, or customer adoption rates that would affect near-term supply. Neutral: This is background R&D information with no immediate, actionable impact on component supply, demand, or pricing for traders.
Advanced LogicTSMCWikiChip FuseTechnical

Fri, May 26

23:46Impact score 55
Coherent and Mitsubishi Electric collaborating to scale manufacturing of silicon carbide power electronics
Coherent Corp and Mitsubishi Electric have signed an MOU to collaborate on scaling manufacturing of silicon carbide power electronics on a 200mm platform. This partnership aims to increase production capacity for SiC devices, a key component in electric vehicles and industrial applications. Bearish: The planned capacity expansion could alleviate long-term supply constraints, potentially easing price pressures for SiC power electronics.
Silicon Carbide (SiC) Power ElectronicsCoherent Corp, Mitsubishi Electric CorpSemiconductor TodayCapacity Change

Tue, May 23

15:41Impact score 8
Infineon launches EU projects for power electronics and AI
Infineon is launching two European R&D projects with 98 partners and €130 million in total funding, focused on power electronics and AI hardware. The projects are part of the European Key Digital Technologies program and will run until April 2026. Neutral: This is a long-term research initiative with no immediate impact on component supply, pricing, or trader inventory decisions.
Power SemiconductorsAI AcceleratorsInfineon TechnologiesSemiconductor TodayTechnical

Wed, May 17

00:02Impact score 10
Aixtron investing up to €100m to build new innovation center
Deposition equipment maker Aixtron SE has received board approval to invest up to €100 million in building a new innovation center at its German headquarters. The investment aims to strengthen R&D capabilities for next-generation semiconductor materials like GaN and SiC, which are critical for power electronics and RF applications. Neutral: This is a long-term R&D capacity expansion for a capital equipment supplier with no immediate impact on component supply, demand, or pricing.
MOCVDGaNSiCAixtron SESemiconductor TodayTechnical

Mon, May 15

19:35Impact score 60
Skyworks maintains strong cash flow generation
Skyworks Solutions reported Q2 FY2023 revenue of $1.15B, a sequential decline of 13.2% and a year-over-year decline of 13.7%. This reflects continued softness in end-market demand, particularly in the smartphone and broader consumer electronics segments. Bearish: The sustained revenue drop signals persistent demand weakness, which could pressure pricing and inventory levels for analog components in the supply chain.
Analog SemiconductorsMixed-Signal SemiconductorsSkyworks Solutions Inc.Semiconductor TodayFinancial/Earnings
16:20Impact score 58
Qorvo quarterly revenue down 45.7% year-on-year while channel inventory consumed
Qorvo reported fiscal 2023 revenue of $3.57B, a 23.2% year-on-year decline, with quarterly revenue down 45.7%. The company noted significant consumption of channel inventory, indicating weak end-market demand, particularly from major customers Apple (37% of sales) and Samsung (12%). Bearish: The sharp revenue drop and inventory drawdown signal persistent demand weakness for RF components, pressuring pricing and warranting a cautious stance on related component supply.
RF ComponentsPower Management ICsQorvo Inc.Semiconductor TodayFinancial/Earnings

Thu, May 11

18:59Impact score 55
AXT’s Q1 revenue halved year-on-year
AXT Inc reported Q1 2023 revenue of $19.4M, down 51.1% year-on-year and below guidance, indicating severe demand weakness for its compound semiconductor substrates. The decline reflects ongoing softness in end markets, particularly consumer electronics and datacom. Bearish: This significant revenue drop signals continued oversupply and pricing pressure for GaAs, InP, and Ge substrates, suggesting traders should be cautious on related material spot prices.
GaAs SubstratesInP SubstratesGe SubstratesAXT IncSemiconductor TodayFinancial/Earnings

Wed, May 10

18:27Impact score 15
Infineon and Foxconn partnering on silicon carbide for EVs
Infineon and Foxconn have signed a Memorandum of Understanding to establish a long-term partnership focused on developing silicon carbide (SiC) technologies for electric vehicles. The collaboration aims to combine Infineon's SiC innovations with Foxconn's automotive systems expertise. This is a long-term strategic move with no immediate impact on SiC supply, demand, or pricing.
Silicon Carbide (SiC)Infineon Technologies AG, Hon Hai Technology Group (Foxconn)Semiconductor TodayPartnership/M&A
04:06Impact score 25
Nexperia launches e-mode GaN FETs for 100/150V and 650V applications
Nexperia has launched its first portfolio of seven enhancement-mode GaN FETs for 100V, 150V, and 650V applications. This expands the company's power electronics offerings beyond its existing cascode GaN and silicon-based components. Neutral: This is a standard product line expansion that does not indicate an immediate shift in supply, demand, or pricing for the broader power semiconductor market.
GaN FETNexperia B.V.Semiconductor TodayProduct Launch

Fri, May 5

16:35Impact score 15
Vishay showcasing power management solutions at PCIM
Vishay Intertechnology showcased its power management solutions portfolio at PCIM Europe 2023, focusing on applications for e-mobility and energy storage. The event serves as a platform for companies to present new products and technologies to the industry. Neutral: This is a standard product showcase with no immediate data on supply, pricing, or production changes that would impact trading decisions.
Power Management ICsMOSFETsPassive ComponentsVishay Intertechnology IncSemiconductor TodayProduct Launch

Fri, Apr 28

17:51Impact score 10
Compound semiconductor market growing at 6.1% CAGR to $61.911m by 2030
A market report forecasts the compound semiconductor sector to grow from $38.6bn in 2022 to $61.9bn by 2030, at a 6.1% CAGR, driven by demand for SiC in power electronics. This is a broad, long-term market projection without specific supply chain events. Neutral: This provides background on a growth trend but lacks the immediate, actionable data on supply, demand, or pricing that drives trading decisions.
Silicon Carbide (SiC) DevicesPower ElectronicsSemiconductor TodayMarket Analysis

Tue, Apr 25

22:20Impact score 10
Mouser to distribute Navitas’ wide-bandgap semiconductors products globally
Navitas Semiconductor has signed a global distribution agreement with Mouser Electronics for its wide-bandgap GaN and SiC power semiconductors. This expands the sales channels and availability of Navitas' products to a broader customer base. Neutral: This is a standard distribution deal that improves product accessibility but does not directly alter supply, demand, or pricing dynamics in the near term.
GaN Power ICSiCNavitas SemiconductorSemiconductor TodayPartnership/M&A

Mon, Mar 27

17:06Impact score 10
Ruggedness of CGD’s ICeGaN technology proven by Virginia Tech
Independent research from Virginia Tech has validated the ruggedness and reliability of Cambridge GaN Devices' ICeGaN technology compared to other GaN platforms. The findings were presented at an academic conference, representing a technical milestone for the fabless company. Neutral: This is a long-term R&D validation with no immediate impact on supply, demand, or pricing for GaN components.
GaN Power TransistorsCambridge GaN Devices LtdSemiconductor TodayTechnical

Tue, Mar 21

17:34Impact score 20
GaN Systems unveils 11kW/800V on-board charger reference design
GaN Systems unveiled an 11kW/800V on-board charger reference design at APEC 2023, claiming 36% higher power density and up to 15% lower BOM cost versus SiC-based solutions. This represents a competitive technology milestone in the high-power EV charging semiconductor segment. Neutral: This is a product demonstration with no immediate impact on supply, demand, or pricing for existing components; it signals a long-term technology roadmap.
GaN Power SemiconductorsOn-Board Charger (OBC) ModulesGaN Systems IncSemiconductor TodayProduct Launch
06:04Impact score 15
ROHM’s silicon carbide devices chosen by Apex for new power module family
ROHM's silicon carbide MOSFETs and SBDs have been selected by Apex Microtechnology for its new family of power modules, including the SA310 three-phase module and SA110/SA111 half-bridge devices. This represents a design win for ROHM's SiC components in high-voltage motor drive and power applications. Neutral: This is a standard product adoption announcement with no immediate, quantifiable impact on component supply, demand, or pricing.
SiC MOSFETSiC SBDROHM Co., Ltd.Semiconductor TodayProduct Launch
05:37Impact score 15
Vishay showcasing power management solutions at APEC
Vishay Intertechnology is showcasing its power management solutions portfolio at APEC 2023, targeting applications like EVs and power tools. The event highlights the company's focus on energy efficiency and design cycle improvements. This is a standard promotional activity with no immediate, quantifiable impact on supply, demand, or pricing for traders.
Power SemiconductorsPassive ComponentsVishay Intertechnology IncSemiconductor TodayProduct Launch

Fri, Mar 17

02:09Impact score 15
onsemi showcasing intelligent power technologies at APEC
onsemi is showcasing its EliteSiC family and power solutions for EV charging and industrial applications at APEC 2023. The event highlights the company's focus on the growing markets for silicon carbide and power electronics. Neutral: This is a standard promotional activity for new/announced products with no immediate, specific impact on supply, demand, or pricing.
SiC MOSFETPower IConsemiSemiconductor TodayProduct Launch

Thu, Mar 16

20:55Impact score 15
Richardson to distribute Navitas’ SiC power semiconductors in Americas
Navitas Semiconductor has signed a distribution agreement with Richardson Electronics for its SiC power semiconductors in the Americas. This expands Navitas' sales channels and market access for its power semiconductor portfolio. Neutral: This is a standard channel expansion with no immediate, quantifiable impact on supply, demand, or pricing for traders.
SiC Power SemiconductorsNavitas SemiconductorSemiconductor TodayPartnership/M&A

Tue, Mar 14

21:23Impact score 15
Alpha and Omega Semiconductor to demo power management solutions at APEC
Alpha and Omega Semiconductor will showcase its 650V and 750V SiC MOSFET platform and power management solutions at APEC 2023. This is a standard industry exhibition for new product demonstrations. Neutral: The announcement is promotional and provides no data on supply, demand, or pricing shifts.
SiC MOSFETPower Management ICAlpha and Omega Semiconductor LtdSemiconductor TodayProduct Launch

Fri, Mar 10

20:21Impact score 15
GaN Systems presenting products and strategies at APEC
GaN Systems is showcasing its latest gallium nitride power semiconductor solutions at the APEC 2023 conference, demonstrating advances in power density and efficiency. The presentation is part of ongoing industry promotion of GaN technology for power conversion applications. Neutral: This is a standard promotional event with no immediate, quantifiable impact on supply, demand, or pricing for GaN components.
GaN Power SemiconductorsGaN Systems Inc.Semiconductor 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

Sat, May 27

TSMC N3, And Challenges Ahead

Fri, May 26

Coherent and Mitsubishi Electric collaborating to scale manufacturing of silicon carbide power electronics

Tue, May 23

Infineon launches EU projects for power electronics and AI

Wed, May 17

Aixtron investing up to €100m to build new innovation center

Mon, May 15

Skyworks maintains strong cash flow generation

Qorvo quarterly revenue down 45.7% year-on-year while channel inventory consumed

Thu, May 11

AXT’s Q1 revenue halved year-on-year

Wed, May 10

Infineon and Foxconn partnering on silicon carbide for EVs

Nexperia launches e-mode GaN FETs for 100/150V and 650V applications

Fri, May 5

Vishay showcasing power management solutions at PCIM

Fri, Apr 28

Compound semiconductor market growing at 6.1% CAGR to $61.911m by 2030

Tue, Apr 25

Mouser to distribute Navitas’ wide-bandgap semiconductors products globally

Mon, Mar 27

Ruggedness of CGD’s ICeGaN technology proven by Virginia Tech

Tue, Mar 21

GaN Systems unveils 11kW/800V on-board charger reference design

ROHM’s silicon carbide devices chosen by Apex for new power module family

Vishay showcasing power management solutions at APEC

Fri, Mar 17

onsemi showcasing intelligent power technologies at APEC

Thu, Mar 16

Richardson to distribute Navitas’ SiC power semiconductors in Americas

Tue, Mar 14

Alpha and Omega Semiconductor to demo power management solutions at APEC

Fri, Mar 10

GaN Systems presenting products and strategies at APEC

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