NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Apr 28

16:19Impact score 10
Novel Crystal Technology boosts gallium oxide MOSFET power figure of merit record by 3.2-fold
Novel Crystal Technology Inc. has developed a vertical gallium oxide MOSFET with a record power figure of merit (PFOM) of 1.23GW/cm2, a 3.2x improvement over the previous benchmark. This represents a significant R&D milestone in the development of next-generation, ultra-efficient power semiconductors. Neutral: This is a long-term R&D achievement with no immediate impact on trading dynamics for commercial components.
Gallium Oxide (β-Ga2O3) MOSFETWide Bandgap SemiconductorsNovel Crystal Technology IncSemiconductor TodayTechnical

Fri, Apr 25

21:06Impact score 5
Navitas strengthens corporate governance
Navitas Semiconductor announced enhancements to its corporate governance structure, reflecting a focus on stockholder engagement and long-term value creation. The move is part of the company's strategy to support its growth in the GaN and SiC power semiconductor markets. Neutral: This internal governance update has no direct, immediate impact on component supply, demand, or pricing.
GaN Power ICSiCNavitas Semiconductor CorpSemiconductor Today

Thu, Apr 24

02:53Impact score 15
Navitas showcasing advances in GaN and SiC technologies at PCIM, including first production-released 650V bi-directional GaNFast ICs
Navitas Semiconductor is showcasing its latest GaN and SiC technology advancements, including the first production-released 650V bi-directional GaNFast ICs, at the PCIM 2025 trade show. The event serves as a platform for companies to announce new power semiconductor products targeting AI data centers, EVs, and industrial markets. Neutral: This is a standard product launch announcement with no immediate, quantifiable impact on supply, demand, or pricing for traders.
GaN Power ICsSiC Power DevicesNavitas SemiconductorSemiconductor TodayProduct Launch

Wed, Apr 23

22:31Impact score 15
Infineon showcasing power device solutions at PCIM
Infineon is showcasing its latest power device portfolio, including Si, SiC, and GaN solutions, at the PCIM 2025 trade show. The event is a platform for demonstrating technology and engaging with customers. Neutral: This is a standard promotional activity at an industry expo with no immediate impact on supply, demand, or pricing.
Si PowerSiC PowerGaN PowerInfineon Technologies AGSemiconductor TodayProduct Launch

Fri, Apr 18

01:48Impact score 15
Navitas’ new 1200V SiCPAK power modules enable high reliability and efficient high-temperature performance
Navitas Semiconductor has launched a new series of 1200V SiCPAK power modules targeting EV fast chargers and industrial applications. The modules utilize the company's proprietary trench-assisted planar SiC MOSFET technology and are designed for high-temperature, high-reliability environments. This is a product announcement with no immediate, direct impact on supply, demand, or pricing for existing semiconductor components.
SiC MOSFETPower ModuleNavitas Semiconductor CorpSemiconductor TodayProduct Launch

Thu, Apr 17

03:14Impact score 45
Polar to license Renesas’ GaN-on-Si technology and onshore commercial fabrication of 650V-class devices on 200mm wafers
Polar Semiconductor has licensed Renesas' GaN-on-Si technology and plans to establish commercial fabrication of 650V-class devices on 200mm wafers in the US. This move is part of a strategic push to onshore production of advanced power semiconductors. Watch: This could incrementally increase future US-based GaN supply, but the long-term impact on pricing and availability depends on successful ramp-up and market adoption.
GaN-on-Si Power Devices650V Power SemiconductorsPolar Semiconductor, Renesas Electronics CorpSemiconductor TodayPartnership/M&A
03:08Impact score 10
SEMI Silicon Photonics Industry Alliance launches three Special Interest Groups to set out technology roadmap
The SEMI Silicon Photonics Industry Alliance (SiPhIA) has launched three Special Interest Groups (SIGs) to formulate industry standards and accelerate technology commercialization, with senior executives from TSMC and ASE Group co-chairing the initiative. This move aims to consolidate expertise and define a technology roadmap to foster the development of silicon photonics. Neutral: This is a long-term industry coordination effort focused on R&D and standards, with no immediate impact on component supply, demand, or pricing.
Silicon Photonics ComponentsTSMC, ASE GroupSemiconductor TodayTechnical

Wed, Apr 16

20:15Impact score 12
Navitas gains automotive qualification of high-power GaNSafe ICs
Navitas Semiconductor announced its high-power GaNSafe ICs have achieved automotive qualification for AEC-Q100 and AEC-Q101 standards. This milestone represents a key step for GaN technology's adoption in the automotive power electronics market. Neutral: This is a long-term R&D validation with no immediate impact on supply, demand, or pricing for trading components.
GaN Power ICsNavitas Semiconductor CorpSemiconductor TodayTechnical
04:06Impact score 55
ST reshaping manufacturing footprint to invest in 300mm silicon, 200mm SiC, and technology R&D
STMicroelectronics is reshaping its global manufacturing footprint, investing in 300mm silicon and 200mm SiC capacity, while consolidating older 150mm and 200mm lines. This strategic move aims to future-proof its IDM model and accelerate innovation in key technology areas. Watch: This long-term capacity shift could tighten supply for legacy products while boosting future output for advanced silicon and SiC, creating mixed signals for traders.
SiC MOSFETPower SemiconductorsAnalog ICsSTMicroelectronicsSemiconductor TodayCapacity Change

Tue, Apr 15

16:48Impact score 25
POET broadens customer engagements following product showcase at OFC
POET Technologies reported increased customer engagement following live demonstrations of its Teralight 1.6T optical engines at the OFC conference. The company showcased its optical interposer technology targeting data center, telecom, and AI markets. This is a product launch milestone with no immediate, quantifiable impact on supply, demand, or pricing for electronic components.
Optical EnginesPhotonic Integrated Circuits (PICs)POET Technologies IncSemiconductor TodayProduct Launch

Thu, Apr 10

16:59Impact score 12
IQE and X-FAB sign JDA to develop European-based GaN power outsourced manufacturing platform
IQE and X-FAB have signed a joint development agreement to create a European-based outsourced manufacturing platform for GaN power devices. The move aims to establish a localized supply chain for GaN power semiconductors, a key technology for energy efficiency. Neutral: This is a long-term strategic partnership with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN Power DevicesIQE plc, X-FAB Silicon Foundries SESemiconductor TodayPartnership/M&A
16:18Impact score 15
Navitas & GigaDevice partner to combine power & control for high-frequency, high-efficiency & high-density power platforms
Navitas Semiconductor and GigaDevice have formed a strategic partnership to establish a joint lab integrating Navitas' GaNFast power ICs with GigaDevice's microcontrollers. The collaboration targets high-efficiency power platforms for AI data centers, EVs, solar, and energy storage systems. This is a long-term R&D initiative with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN Power ICsMCUsNavitas Semiconductor Corp, GigaDevice Semiconductor IncSemiconductor TodayPartnership/M&A

Tue, Apr 8

19:26Impact score 12
Co-packaged optics accelerating towards commercialization
Engineered substrate manufacturer Soitec welcomes industry steps accelerating the development and commercialization of co-packaged optics (CPO) for data centers. CPO is a technology trend aimed at improving data center efficiency by integrating optical components closer to the ASIC. Neutral: This is a long-term R&D milestone with no immediate, direct impact on component supply, demand, or pricing for traders.
Co-packaged Optics (CPO)Engineered SubstratesSoitecSemiconductor TodayTechnical
18:43Impact score 10
Comptek launches Kontrox LASE 16 for industrial-scale edge-emitting laser facet passivation
Comptek Solutions has launched the Kontrox LASE 16, an industrial-grade tool for passivating edge-emitting laser facets. The technology aims to improve laser diode performance and manufacturing efficiency. Neutral: This is a process tool launch with no immediate, direct impact on component supply, demand, or pricing.
laser diodesedge-emitting lasersSemiconductor TodayTechnical

Mon, Apr 7

18:21Impact score 8
PhotonDelta and Silicon Catalyst collaborate to drive innovation for early-stage photonic startups
PhotonDelta, a photonic chips accelerator, has established a strategic collaboration with semiconductor incubator Silicon Catalyst to support early-stage photonic startups. This partnership aims to leverage Silicon Catalyst's semiconductor ecosystem and PhotonDelta's ~$1.5 billion in funding to accelerate photonics commercialization. Neutral: This is a long-term R&D initiative with no immediate impact on component supply, demand, or pricing.
Photonics ICSilicon PhotonicsSemiconductor TodayTechnical
16:28Impact score 10
ST and Innoscience sign GaN power device technology development and manufacturing agreement
STMicroelectronics and Innoscience have signed a GaN technology development and manufacturing agreement. The partnership aims to enhance GaN power solutions and improve supply chain resilience. Neutral: This is a long-term R&D and capacity collaboration with no immediate impact on pricing or supply of existing components.
GaN Power DevicesSTMicroelectronics, InnoScience (Suzhou) Technology Holding Co LtdSemiconductor TodayPartnership/M&A

Fri, Apr 4

23:57Impact score 12
Teradyne announces production system for double-sided wafer probe test for silicon photonics
Teradyne and ficonTEC have announced the first high-volume, double-sided wafer probe test cell for silicon photonics. This development is driven by growing demand for testing from co-packaged optics (CPO) applications. Neutral: This is a long-term enabling technology for future chip production, with no immediate impact on component supply, demand, or pricing.
Silicon Photonics Test EquipmentTeradyne Inc, ficonTEC Service GmbHSemiconductor TodayTechnical
17:00Impact score 15
Navitas’ GaNSense ICs used in Great Wall’s 2.5kW DC–DC converter for 400V power architecture
Navitas Semiconductor's GaNSense power ICs have been selected by Great Wall Power Technology for a new 2.5kW DC-DC converter targeting AI data centers. This represents a design win in the high-growth data center power supply segment. Neutral: This is a specific product adoption announcement with no immediate, quantifiable impact on broader GaN supply, demand, or pricing.
GaN Power ICsNavitas Semiconductor CorpSemiconductor TodayProduct Launch
01:11Impact score 10
Keysight, NTT Innovative Devices and Lumentum give first joint demo 448Gbps data transmission
Keysight Technologies, NTT Innovative Devices, and Lumentum jointly demonstrated a 448Gbps data transmission using 224GBaud PAM4 optical technology at OFC 2025. This is a pre-commercial R&D milestone showcasing progress in next-generation optical networking speeds. Neutral: This is a technology demonstration with no immediate impact on component supply, demand, or pricing for traders.
Optical TransceiversOptical ComponentsKeysight Technologies, NTT Innovative Devices Corp and 3 totalSemiconductor TodayTechnical

Thu, Apr 3

21:35Impact score 10
Keysight and Coherent demo 200G/lane multimode technology at OFC
Keysight and Coherent demonstrated 200G-per-lane VCSEL technology at OFC 2025, targeting higher bandwidth for AI/ML data center interconnects. This is a long-term R&D milestone for next-generation short-reach optical links. Neutral: No immediate supply, demand, or price impact on current trading components.
VCSELMultimode Optical TransceiversKeysight Technologies, Coherent CorpSemiconductor 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

Mon, Apr 28

Novel Crystal Technology boosts gallium oxide MOSFET power figure of merit record by 3.2-fold

Fri, Apr 25

Navitas strengthens corporate governance

Thu, Apr 24

Navitas showcasing advances in GaN and SiC technologies at PCIM, including first production-released 650V bi-directional GaNFast ICs

Wed, Apr 23

Infineon showcasing power device solutions at PCIM

Fri, Apr 18

Navitas’ new 1200V SiCPAK power modules enable high reliability and efficient high-temperature performance

Thu, Apr 17

Polar to license Renesas’ GaN-on-Si technology and onshore commercial fabrication of 650V-class devices on 200mm wafers

SEMI Silicon Photonics Industry Alliance launches three Special Interest Groups to set out technology roadmap

Wed, Apr 16

Navitas gains automotive qualification of high-power GaNSafe ICs

ST reshaping manufacturing footprint to invest in 300mm silicon, 200mm SiC, and technology R&D

Tue, Apr 15

POET broadens customer engagements following product showcase at OFC

Thu, Apr 10

IQE and X-FAB sign JDA to develop European-based GaN power outsourced manufacturing platform

Navitas & GigaDevice partner to combine power & control for high-frequency, high-efficiency & high-density power platforms

Tue, Apr 8

Co-packaged optics accelerating towards commercialization

Comptek launches Kontrox LASE 16 for industrial-scale edge-emitting laser facet passivation

Mon, Apr 7

PhotonDelta and Silicon Catalyst collaborate to drive innovation for early-stage photonic startups

ST and Innoscience sign GaN power device technology development and manufacturing agreement

Fri, Apr 4

Teradyne announces production system for double-sided wafer probe test for silicon photonics

Navitas’ GaNSense ICs used in Great Wall’s 2.5kW DC–DC converter for 400V power architecture

Keysight, NTT Innovative Devices and Lumentum give first joint demo 448Gbps data transmission

Thu, Apr 3

Keysight and Coherent demo 200G/lane multimode technology at OFC

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