NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Mar 19

20:57Impact score 25
Nexperia launches 1200V SiC MOSFETs in top-side-cooled X.PAK packages
Nexperia has launched a range of 1200V SiC MOSFETs in a new top-side-cooled X.PAK surface-mount package measuring 14mm x 18.5mm. This packaging technology aims to combine SMD assembly benefits with improved thermal performance for industrial applications. Neutral: This is a standard product launch that expands options in the competitive SiC market but does not indicate an immediate shift in supply, demand, or pricing for existing components.
SiC MOSFETNexperiaSemiconductor TodayProduct Launch
06:15Impact score 15
Lumentum chosen as NVIDIA silicon photonics ecosystem partner to advance AI networking at scale
Lumentum has been selected as a key silicon photonics ecosystem partner for NVIDIA's Spectrum-X Photonics networking switches. This collaboration focuses on developing high-power, high-efficiency lasers for AI-scale networking infrastructure. Neutral: This is a strategic partnership validating a technology trend but does not indicate any immediate change in supply, demand, or pricing for electronic components.
Silicon PhotonicsHigh-Power LasersLumentum Holdings Inc., NVIDIA CorporationSemiconductor TodayPartnership/M&A
05:08Impact score 12
Navitas exceeds new 80 PLUS ‘Ruby’ certification for highest level of efficiency in AI data-center power supplies
Navitas Semiconductor announced its 3.2kW, 4.5kW, and 8.5kW AI data center power supply designs exceed the new 80 PLUS Ruby efficiency certification standard. This is a technical milestone for GaN and SiC power ICs in high-performance computing applications. Neutral: This is a product performance announcement with no immediate, quantifiable impact on component supply, demand, or pricing.
GaN Power ICsSiC Power DevicesData Center PSUNavitas SemiconductorSemiconductor TodayTechnical

Tue, Mar 18

18:13Impact score 20
EPC launches EPC2367 100V GaN FET with 1.2mΩ on-resistance
EPC has launched the EPC2367, a next-generation 100V GaN FET with 1.2mΩ on-resistance, targeting higher performance and lower system costs in power conversion applications. This is a routine product refresh in the competitive GaN power semiconductor market. Neutral: This launch represents incremental technology advancement but does not indicate a supply shock or immediate demand shift for existing components.
GaN FETEfficient Power Conversion CorpSemiconductor TodayProduct Launch
17:58Impact score 25
onsemi launches 1200V SiC MOSFET-based intelligent power modules
onsemi has launched its first-generation 1200V SiC MOSFET-based intelligent power modules, the EliteSiC SPM 31 IPMs. The company claims these modules offer higher efficiency and power density in a smaller form factor compared to IGBT-based solutions. Neutral: This is a new product introduction that may stimulate long-term demand for onsemi's SiC components but has no immediate, direct impact on spot market pricing or supply.
SiC MOSFETIntelligent Power Module (IPM)onsemiSemiconductor TodayProduct Launch

Mon, Mar 17

19:16Impact score 8
BluGlass establishes Industry Advisory Board led by Steven DenBaars and Richard Craig
BluGlass Ltd has formed an Industry Advisory Board led by Steven DenBaars and Richard Craig to accelerate its GaN laser technology roadmap for quantum, defense, and biotech markets. This is a long-term R&D initiative focused on commercializing a niche technology. Neutral: This advisory board formation is a minor corporate development with no immediate impact on GaN component supply, demand, or pricing for traders.
GaN LasersBluGlass LtdSemiconductor TodayTechnical
17:40Impact score 8
UK’s Universities of Cambridge and Southampton join PIXEurope pilot line consortium
The Universities of Cambridge and Southampton have joined the PIXEurope consortium, a European collaboration focused on developing and manufacturing prototypes based on photonic chips. This is a long-term R&D initiative aimed at advancing integrated photonics technology. Neutral: This is a research milestone with no immediate impact on commercial semiconductor supply, demand, or pricing.
Photonic ChipsSemiconductor TodayTechnical
17:28Impact score 10
Aeluma showcasing next-gen sensor and silicon photonic solutions at SPIE Defense + Commercial Sensing
Aeluma Inc is showcasing its next-generation sensor and silicon photonic solutions at the SPIE Defense + Commercial Sensing 2025 event. The company focuses on developing compound semiconductor materials on large-diameter substrates for applications in AI-driven photonics and quantum computing. Neutral: This is a technology demonstration with no immediate impact on supply, demand, or pricing for electronic components.
Photonic SensorsCompound SemiconductorsAeluma IncSemiconductor TodayTechnical
16:59Impact score 15
Wise-integration showcasing next-gen GaN power solutions at APEC
Fabless firm Wise-integration is unveiling its latest GaN power conversion ICs and a 1.5kW PFC module at APEC 2025. The company is showcasing digital-control GaN technology advancements targeted at server and industrial power applications. Neutral: This is a technology demonstration with no immediate, quantifiable impact on supply, demand, or pricing for existing components.
GaN Power ICsPFC ModulesWise-integrationSemiconductor TodayProduct Launch

Fri, Mar 14

22:37Impact score 20
Navitas production-releases first 650V bi-directional GaNFast ICs and isolated gate-drivers
Navitas Semiconductor has announced the production release of its first 650V bi-directional GaNFast ICs and isolated gate-drivers, targeting multi-billion dollar markets including EV charging and solar inverters. This launch represents a technical milestone in power conversion efficiency and topology simplification. Neutral: This is a new product introduction that may shift long-term demand for GaN/SiC components but provides no immediate signal for trading existing inventory.
GaN Power ICsGate DriversNavitas Semiconductor CorpSemiconductor TodayProduct Launch

Thu, Mar 13

23:24Impact score 25
CGD focusing on motor drive, data-center, scalable power and EV applications at APEC
Fabless firm Cambridge GaN Devices is demonstrating its ICeGaN power ICs at APEC 2025, targeting higher-power applications including data centers, industrial power supplies, and upcoming automotive EVs over 100kW. The company is showcasing the scalability of its GaN-on-silicon technology to address broader market segments. Neutral: This is a product demonstration and technology roadmap update with no immediate, quantifiable impact on supply, demand, or pricing for electronic components.
GaN Power ICsPower TransistorsCambridge GaN Devices LtdSemiconductor TodayProduct Launch
19:03Impact score 20
Sumitomo Chemical exhibiting compound semiconductor products at APEC
Sumitomo Chemical is exhibiting its GaN substrates and high-purity GaN-on-GaN epitaxial wafers at APEC 2025, targeting next-generation power device applications. This is a promotional showcase of advanced materials, not a commercial launch or supply chain event. Neutral: No immediate impact on trading or procurement; this is a technology demonstration with no announced capacity, pricing, or volume data.
GaN SubstratesGaN-on-GaN Epitaxial WafersSumitomo Chemical Co LtdSemiconductor TodayProduct Launch
17:52Impact score 15
Luminus adds SFT-12R and SFT-25R to round LED range for premium outdoor lighting
Luminus Devices has launched its SFT-12R and SFT-25R round LED products, targeting premium outdoor directional lighting applications. This is a standard product refresh within the highly competitive and fragmented LED market. Neutral: This launch is unlikely to materially shift supply, demand, or pricing dynamics for the broader LED component market.
LEDLuminus Devices IncSemiconductor TodayProduct Launch
17:38Impact score 10
UK can lead in power electronics for data centers, reckons CSA Catapult
A report by CSA Catapult highlights the UK's potential to lead in power electronics for data centers, emphasizing the role of compound semiconductors in energy efficiency. The article is a market analysis and technology trend piece with no specific trading actions, disruptions, or financial data. It provides background context on a future market opportunity with no immediate impact on supply, demand, or pricing.
Power SemiconductorsCompound SemiconductorsSemiconductor TodayMarket Analysis
16:57Impact score 15
Infineon’s battery backup unit roadmap for AI data centers includes first 12kW BBU
Infineon has introduced a roadmap for next-level Battery Backup Unit (BBU) solutions, including a first 12kW BBU, targeting uninterrupted power for AI data centers. This is part of a technology trend to address the high power demands and reliability requirements of AI infrastructure. Neutral: This is a forward-looking product roadmap with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
BBUPower Management ICsInfineon Technologies AGSemiconductor TodayProduct Launch

Tue, Mar 11

18:20Impact score 10
BluGlass boosts single-mode GaN laser chip output by 67% to record 1250mW
BluGlass Ltd has reported a record 1250mW single-spatial-mode power output from its GaN laser chip, a 67% increase from the 750mW reported in January 2025. This demonstrates rapid progress in the company's proprietary RPCVD technology for laser diode manufacturing. Neutral: This R&D milestone is a positive sign for BluGlass's technology roadmap but has no immediate, direct impact on the supply, demand, or pricing of commercial laser components.
GaN Laser ChipBluGlass LtdSemiconductor TodayTechnical
02:52Impact score 15
MACOM demos RF and optical products at SATELLITE 2025
MACOM showcased its latest RF and optical semiconductor products for satellite communications at the SATELLITE 2025 trade show. The event serves as a platform for companies to present new technologies to the satellite industry. Neutral: This is a standard product demonstration with no immediate impact on supply, demand, or pricing of existing components.
RFOpticalMACOM Technology Solutions Inc.Semiconductor TodayProduct Launch
02:40Impact score 20
CGD’s Combo ICeGaN combines ICeGaN HEMT ICs and IGBTs in parallel
Cambridge GaN Devices (CGD) has detailed its Combo ICeGaN technology, which integrates GaN HEMT ICs and IGBTs in parallel modules for EV powertrain applications above 100kW. The solution is positioned as a cost-effective alternative to silicon carbide (SiC) modules in a market valued over $10 billion. Neutral: This is a product announcement with no immediate impact on supply, demand, or pricing of existing electronic components.
GaN HEMTIGBTPower ModulesCambridge GaN Devices LtdSemiconductor TodayProduct Launch

Sat, Mar 8

00:58Impact score 5
Auction of CrayoNano’s assets extended to 17 March
The auction of bankrupt UVC-LED developer CrayoNano's assets has been extended to March 17 due to high demand from participants. The company, which held proprietary nanomaterials technology for semiconductor components, ceased operations in January. Neutral: The auction of a small, bankrupt player's IP and assets is unlikely to impact broader component supply or pricing.
UVC-LEDCrayoNano ASSemiconductor Today

Fri, Mar 7

20:41Impact score 10
5N+ sells AZUR subsidiary’s GaN IP portfolio to micro-LED specialist ALLOS
5N Plus has transferred its GaN IP portfolio from subsidiary AZUR SPACE to micro-LED epiwafer specialist ALLOS Semiconductors for nominal value in exchange for future royalties. The deal aims to complete the development and commercialization of the GaN technology for the micro-LED market. Neutral: This is a long-term IP licensing and development agreement with no immediate impact on component supply, pricing, or production capacity.
GaN epiwafersmicro-LED5N Plus Inc, ALLOS Semiconductors GmbHSemiconductor TodayPartnership/M&A

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

Wed, Mar 19

Nexperia launches 1200V SiC MOSFETs in top-side-cooled X.PAK packages

Lumentum chosen as NVIDIA silicon photonics ecosystem partner to advance AI networking at scale

Navitas exceeds new 80 PLUS ‘Ruby’ certification for highest level of efficiency in AI data-center power supplies

Tue, Mar 18

EPC launches EPC2367 100V GaN FET with 1.2mΩ on-resistance

onsemi launches 1200V SiC MOSFET-based intelligent power modules

Mon, Mar 17

BluGlass establishes Industry Advisory Board led by Steven DenBaars and Richard Craig

UK’s Universities of Cambridge and Southampton join PIXEurope pilot line consortium

Aeluma showcasing next-gen sensor and silicon photonic solutions at SPIE Defense + Commercial Sensing

Wise-integration showcasing next-gen GaN power solutions at APEC

Fri, Mar 14

Navitas production-releases first 650V bi-directional GaNFast ICs and isolated gate-drivers

Thu, Mar 13

CGD focusing on motor drive, data-center, scalable power and EV applications at APEC

Sumitomo Chemical exhibiting compound semiconductor products at APEC

Luminus adds SFT-12R and SFT-25R to round LED range for premium outdoor lighting

UK can lead in power electronics for data centers, reckons CSA Catapult

Infineon’s battery backup unit roadmap for AI data centers includes first 12kW BBU

Tue, Mar 11

BluGlass boosts single-mode GaN laser chip output by 67% to record 1250mW

MACOM demos RF and optical products at SATELLITE 2025

CGD’s Combo ICeGaN combines ICeGaN HEMT ICs and IGBTs in parallel

Sat, Mar 8

Auction of CrayoNano’s assets extended to 17 March

Fri, Mar 7

5N+ sells AZUR subsidiary’s GaN IP portfolio to micro-LED specialist ALLOS

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