NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Aug 18

23:11Impact score 45
II-VI closes $100m contract to supply Tianyu with 150mm SiC substrates for power electronics
II-VI Inc. secured a contract worth over $100 million to supply 150mm silicon carbide (SiC) substrates to China's Dongguan Tianyu Semiconductor Technology Co. Ltd., with deliveries scheduled from Q1 through the end of 2023. This deal locks in significant supply for a key Chinese SiC epitaxial wafer manufacturer, potentially tightening available spot market volumes for other buyers. Watch: This long-term supply agreement could reduce spot market availability for 150mm SiC substrates, supporting price stability or upward pressure, but the direct impact on near-term spot prices is less certain.
SiC SubstratesII-VI Inc, Dongguan Tianyu Semiconductor Technology Co LtdSemiconductor TodayPartnership/M&A

Fri, Aug 12

00:55Impact score 15
VisIC’s D3GaN chip technology used in hofer’s new 3Level traction inverter
VisIC Technologies' D3GaN chip technology has been adopted by hofer powertrain for a new 3Level traction inverter, demonstrating superior efficiency and power density over silicon. This represents a design win and validation milestone for GaN technology in the automotive power electronics market. Neutral: This is a long-term technology validation with no immediate, quantifiable impact on GaN component supply, demand, or pricing for traders.
GaN Power TransistorsVisIC Technologies LtdSemiconductor TodayTechnical

Thu, Aug 11

15:15Impact score 7
Catania and ST launch Advanced Master’s Program in Power Electronics Devices and Technologies
The University of Catania and STMicroelectronics have launched an advanced master's program in Power Electronics Devices and Technologies to expand the skilled workforce in this field. The initiative targets key industrial sectors like automotive and renewable energy, which are major drivers of demand for power semiconductors. Neutral: This is a long-term educational effort with no immediate impact on component supply, pricing, or trader decisions.
Power SemiconductorsWide-Bandgap SemiconductorsSTMicroelectronicsSemiconductor TodayTechnical

Mon, Aug 1

15:35Impact score 60
Aixtron’s Q2 revenue up 51% year-on-year, driven by demand from SiC and GaN power electronics
Aixtron reported H1 2022 revenue of €191.1M, a 63% year-on-year increase, driven by strong demand for its deposition equipment from the SiC and GaN power electronics markets. This indicates robust capital expenditure (capex) by chipmakers in the wide-bandgap semiconductor sector. Bullish: This signals sustained high demand for power electronics manufacturing equipment, potentially tightening supply for downstream components like SiC/GaN wafers and devices.
SiC Power DevicesGaN Power DevicesAixtron SESemiconductor TodayFinancial/Earnings

Fri, Jul 29

15:38Impact score 8
Navitas COO/CTO presenting tutorial at PowerAmerica 2022
Navitas Semiconductor's COO/CTO Dan Kinzer is presenting a 75-minute technical tutorial on GaN power integration at the PowerAmerica 2022 workshop. The event is part of a public-private research initiative focused on accelerating the adoption of wide bandgap semiconductors. Neutral: This is a standard industry presentation on technology trends with no immediate, specific impact on supply, demand, or pricing for traders.
GaN Power ICsNavitas SemiconductorSemiconductor TodayTechnical

Thu, Jul 28

16:26Impact score 20
GaN Systems’ transistors powering HARMAN’s 100W 4-port USB InstantCharger
GaN Systems' GS-065-011-1-L power transistor is being used in HARMAN's new 100W 4-port USB GaN charger. This represents a design win for GaN Systems in the consumer fast-charger market. Neutral: This is a specific product adoption with no immediate, quantifiable impact on broader GaN component supply, pricing, or inventory levels.
GaN Power TransistorsGaN Systems IncSemiconductor TodayProduct Launch
05:10Impact score 5
North East Advanced Material Electronics cluster launched in UK
The North East Advanced Material Electronics (NEAME) cluster has been formally launched in the UK to promote the region's capabilities in advanced compound semiconductor design and manufacturing. This is a long-term regional development initiative focused on collaboration and visibility, not an immediate supply chain event. Neutral: This announcement has no direct or near-term impact on component pricing, supply, or trader decisions.
Compound SemiconductorsSemiconductor Today

Tue, Jul 26

20:11Impact score 20
Infineon’s CoolSiC devices support Delta’s bi-directional inverter
Delta Electronics has adopted Infineon's CoolSiC power semiconductor devices for its new bi-directional inverter system, which integrates solar, energy storage, and EV charging. This design win highlights the growing demand for SiC components in the energy transition and EV infrastructure markets. Neutral: This is a specific product adoption that may incrementally support long-term SiC demand but does not indicate an immediate supply constraint or price impact for traders.
SiC MOSFETPower SemiconductorsInfineon Technologies AGSemiconductor TodayProduct Launch

Thu, Jul 21

19:34Impact score 10
LPE and A*STAR’s IME to develop high-quality 200mm SiC and specialty epitaxy processes
LPE SpA and A*STAR's IME have announced a research collaboration to develop high-quality 200mm silicon carbide (SiC) and specialty epitaxy processes. The focus is on improving growth rates and uniformity through experimental and simulation studies. Neutral: This is a long-term R&D project with no immediate impact on supply, demand, or pricing for existing SiC components.
SiC Epitaxial WafersLPE SpASemiconductor TodayTechnical

Wed, Jul 20

20:45Impact score 10
UIUC demos cubic GaN on large-area U-grooved silicon (100) dies
UIUC demonstrated cubic GaN on large-area U-grooved silicon (100) dies. This research explores alternative crystal phases for GaN to improve performance. The impact on current trading is neutral as this is a long-term R&D milestone.
Gallium Nitride (GaN)UIUCSemiconductor TodayTechnical

Tue, Jul 19

23:43Impact score 15
Anker partners with Infineon, Navitas, Innoscience and Southchip to develop all-GaN fast chargers
Anker Innovations has partnered with Infineon, Navitas, Innoscience, and Southchip to develop a new generation of all-GaN fast charging solutions. This collaboration aims to leverage GaN technology for more efficient and compact chargers in the consumer electronics market. Neutral: This is a product development announcement with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
GaN Power ICsInfineon Technologies, Navitas Semiconductor and 4 totalSemiconductor TodayProduct Launch

Fri, Jul 15

18:42Impact score 10
Soitec boosting SmartSiC wafer manufacturing yield using KLA Surfscan SP A2 unpatterned inspection system
Soitec has selected KLA's Surfscan SP A2 unpatterned wafer inspection system to improve the manufacturing yield of its SmartSiC engineered substrates for automotive silicon carbide devices. This partnership aims to enhance process control in the production of a key material for the EV and power electronics markets. Neutral: This is a long-term process improvement with no immediate, quantifiable impact on wafer supply, pricing, or trader inventory decisions.
SiC WafersSmartSiCSoitec, KLA CorpSemiconductor TodayTechnical

Thu, Jul 14

23:19Impact score 15
ROHM’s fourth-generation SiC MOSFETs to be used in SEMIKRON’s eMPack power modules for EVs
ROHM Semiconductor's fourth-generation SiC MOSFETs have been fully qualified for automotive use in SEMIKRON's eMPack power modules, following over a decade of collaboration. This qualification solidifies a key supply chain partnership for the growing EV power electronics market. Neutral: This is a specific design win and technology milestone with no immediate, broad impact on component supply, demand, or pricing for traders.
SiC MOSFETPower ModuleROHM Semiconductor, SEMIKRONSemiconductor TodayProduct Launch

Tue, Jul 12

21:29Impact score 10
Siemens establishes power electronics innovation hub in UK with CSA Catapult
Siemens plc has formed a strategic innovation partnership with the UK's CSA Catapult to accelerate the development of disruptive power electronics technology. The collaboration aims to build advanced skills and capabilities in the UK, focusing on next-generation power semiconductor applications. Neutral: This is a long-term R&D initiative with no immediate impact on component supply, pricing, or trader decisions.
Power SemiconductorsSiCGaNSiemens plcSemiconductor TodayTechnical

Fri, Jul 8

15:05Impact score 15
Infineon and Delta strengthen collaboration on WBG-based server and gaming PC power solutions
Infineon and Delta Electronics have deepened their collaboration on developing wide-bandgap (SiC/GaN) power solutions for server and gaming PC applications. This move targets the growing demand for higher efficiency and performance driven by digitalization and decarbonization trends. Neutral: This partnership announcement is a long-term technology alignment with no immediate, quantifiable impact on component supply, pricing, or inventory levels.
SiCGaNWBG Power DevicesInfineon Technologies AG, Delta Electronics IncSemiconductor TodayPartnership/M&A

Fri, Jul 1

20:41Impact score 8
Fraunhofer IAF inaugurates new MOCVD and laboratory research buildings
Fraunhofer IAF inaugurated new MOCVD and laboratory buildings, expanding its R&D infrastructure for compound semiconductor technologies like GaN-on-SiC. This investment supports long-term research into next-generation power electronics and RF components. Neutral: This is a long-term R&D facility expansion with no immediate impact on commercial supply, pricing, or trader decisions.
GaN-on-SiCGaN-on-SiDiamond SubstratesFraunhofer IAFSemiconductor TodayTechnical

Thu, Jun 30

00:38Impact score 15
Navitas powering Xiaomi’s first in-box GaN 100W laptop fast charger
Navitas Semiconductor announced its GaNFast power ICs are being used in Xiaomi's new 100W laptop charger included with Redmi laptops. This represents a high-profile design win for GaN technology in the mainstream consumer electronics market. Neutral: While a positive signal for GaN adoption, this single product launch does not indicate a near-term supply/demand imbalance or price impact for GaN components.
GaN Power ICsNavitas SemiconductorSemiconductor TodayProduct Launch

Tue, Jun 28

20:45Impact score 10
TRUMPF presents VCSEL heating system for perforating separator foils in Li batteries for e-mobility
TRUMPF Photonic Components is showcasing a new VCSEL-based heating system for perforating separator foils in lithium-ion battery manufacturing at the Battery Show Europe. This represents a niche application of semiconductor lasers in the growing electric vehicle supply chain. Neutral: This is a process innovation with no immediate, direct impact on component supply, demand, or pricing for traders.
VCSELLaser DiodeTRUMPF Photonic Components GmbHSemiconductor TodayTechnical

Wed, Jun 22

23:21Impact score 20
Wise-integration launches compact 120mΩ GaN half-bridge power IC
Wise-integration has launched its first commercial product, the WI62120, a compact 120mΩ GaN half-bridge power IC aimed at increasing power density and cost-effectiveness for designers. The French startup, founded in 2020, specializes in digitally controlled GaN power solutions. Neutral: This new product entry increases competition in the GaN power IC segment but does not indicate an immediate shift in supply, demand, or pricing for existing components.
GaN Power ICPower SemiconductorsWise-integrationSemiconductor TodayProduct Launch
20:42Impact score 15
Teledyne e2v HiRel releases rad-hard 30GHz SPDT RF switch for space applications
Teledyne e2v HiRel announced the availability of the TDSW030A2T, a radiation-tolerant 30GHz SPDT RF switch for space and defense applications. This is a standard product launch for a specialized, high-reliability component segment. Neutral: This announcement does not indicate a change in supply, demand, or pricing for broader semiconductor markets relevant to traders.
RF SwitchTeledyne e2v HiRel ElectronicsSemiconductor 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

Thu, Aug 18

Fri, Aug 12

Thu, Aug 11

Mon, Aug 1

Fri, Jul 29

Thu, Jul 28

Tue, Jul 26

Thu, Jul 21

Wed, Jul 20

Tue, Jul 19

Fri, Jul 15

Thu, Jul 14

Tue, Jul 12

Fri, Jul 8

Fri, Jul 1

Thu, Jun 30

Tue, Jun 28

Wed, Jun 22

Chip Teardown Lab

Component price indexNPI, vs. prior period

Trending components