NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Jan 29

00:18Impact score 15
Luminus adds red and blue multi-mode lasers
Luminus Devices has expanded its portfolio with new multi-mode red and blue lasers for projection, lighting, and materials processing applications. This is a routine product line extension by a specialized manufacturer in the solid-state lighting sector. Neutral: The launch is unlikely to cause immediate supply-demand shifts or price impacts for traders, as it represents incremental technology development rather than a major capacity or market event.
Multi-mode Laser DiodesLuminus Devices IncSemiconductor TodayProduct Launch

Tue, Jan 28

19:02Impact score 8
PseudolithIC raises $6m in seed funding to accelerate development and commercialization of hybrid semiconductors
RF chipset startup PseudolithIC raised $6M in seed funding led by Entrada Ventures to accelerate development of its hybrid semiconductor technology. The funding is earmarked for R&D and commercialization efforts. Neutral: This early-stage funding round has no immediate impact on component supply, pricing, or trader decisions.
RF ChipsetsSemiconductor TodayTechnical
01:30Impact score 10
TRUMPF and iThera demo VCSEL-based subsystem for optoacoustic medical imaging and sensing
TRUMPF Photonic Components and iThera Medical have introduced a VCSEL-based subsystem for optoacoustic medical imaging, targeting clinical applications like soft-tissue perfusion measurement. This represents a new application for VCSEL technology, expanding beyond its established markets in consumer electronics and datacom. Neutral: This is a niche, long-term R&D development with no immediate, measurable impact on VCSEL supply, demand, or pricing for traders.
VCSELPhotodiodesTRUMPF Photonic Components GmbHSemiconductor TodayTechnical

Fri, Jan 24

18:15Impact score 45
MACOM signs preliminary memorandum of terms for US CHIPS Act funding
MACOM has signed a preliminary agreement for CHIPS Act funding, positioning it to receive US government support for its RF, microwave, and optical semiconductor production. This funding aims to bolster domestic manufacturing of critical technologies for commercial and defense applications. Watch: This signals potential long-term capacity and R&D investment in specialized analog/RF components, but the direct, near-term trading impact on supply and pricing is uncertain.
RFMicrowaveAnalogMACOM Technology Solutions IncSemiconductor TodayPolicy/Regulation

Thu, Jan 23

03:03Impact score 25
Wolfspeed launches Gen 4 MOSFET technology platform
Wolfspeed has launched its Gen 4 SiC MOSFET technology platform, designed to improve durability and efficiency while reducing system cost and development time. The platform covers a roadmap for power modules, discrete components, and bare die products in 750V, 1200V, and 2300V classes. Neutral: This is a long-term technology roadmap announcement with no immediate impact on supply, demand, or pricing of existing components.
SiC MOSFETWolfspeed Inc.Semiconductor TodayProduct Launch

Wed, Jan 22

19:29Impact score 8
First Solar endows Missouri S&T professorship in Critical Energy Materials
First Solar has established an endowed professorship in Critical Energy Materials at Missouri S&T, continuing a decade-long collaboration focused on critical minerals like tellurium. This move represents a long-term R&D investment to secure and advance materials science for its CdTe thin-film photovoltaic technology. Neutral: This is a strategic educational partnership with no immediate impact on component supply, pricing, or production capacity.
Cadmium Telluride (CdTe)TelluriumFirst SolarSemiconductor TodayTechnical
17:37Impact score 15
Element Six unveils copper diamond composite to power advanced semiconductor devices
Element Six launched a copper-diamond composite material at Photonics West 2025, targeting thermal management in AI, HPC, and GaN RF devices. This is a technology announcement for a new material solution, not a report on market events. Neutral: This is a long-term R&D development with no immediate impact on semiconductor supply, demand, or pricing.
Thermal Management MaterialsAdvanced Packaging SubstratesElement SixSemiconductor TodayTechnical

Tue, Jan 21

23:31Impact score 15
EPC launches 3-phase BLDC motor drive inverter reference design
EPC has launched the EPC91104, a reference design for a 3-phase BLDC motor drive inverter using its eGaN FETs, targeting compact motors in applications like humanoid robots. This is a product demonstration showcasing GaN technology's potential in precision motor control. Neutral: This is a standard reference design launch with no immediate impact on component supply, demand, or pricing for traders.
GaN FETsPower Management ICsEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch

Mon, Jan 20

20:33Impact score 10
Innoscience files lawsuits against Infineon in China
Innoscience has filed patent infringement lawsuits against Infineon and a distributor in a Chinese court. This legal action centers on GaN power semiconductor technology patents and could disrupt Infineon's sales and supply chain in a key market. Watch: Potential for supply disruption and increased legal/operational costs for Infineon, but no immediate physical supply impact.
GaN Power DevicesInnoscience (Suzhou) Technology Holding Co Ltd, Infineon Technologies AGSemiconductor Today

Fri, Jan 17

00:42Impact score 20
Guerrilla RF unveils new GaN-on-SiC HEMT power amplifiers dice for high-performance RF
Guerrilla RF has launched its first GaN-on-SiC HEMT power amplifier dice, the GRF0020D and GRF0030D, targeting high-performance RF applications. This represents a technology milestone for the company, expanding its product portfolio into higher-power segments. Neutral: This product launch is unlikely to immediately impact broader RF component supply, pricing, or demand in the near term.
GaN-on-SiC HEMTRF Power AmplifierGuerrilla RF IncSemiconductor TodayProduct Launch

Thu, Jan 16

00:43Impact score 48
onsemi completes acquisition of Qorvo’s SiC JFET business for $115m
onsemi has completed its acquisition of Qorvo's silicon carbide (SiC) JFET business, including its United Silicon Carbide subsidiary, for $115 million in cash. This move strengthens onsemi's vertical integration and portfolio in the high-growth SiC power semiconductor market. Watch: This consolidation could tighten supply control in the SiC JFET segment, but the immediate trading impact is uncertain pending integration details.
SiC JFETSiC Power Devicesonsemi, QorvoSemiconductor TodayPartnership/M&A

Wed, Jan 15

20:33Impact score 15
EPC introduces fully configured motor drive inverter reference design
EPC has launched the EPC91200, a fully configured motor drive inverter reference design based on its eGaN FETs, targeting industrial and battery-powered applications. This is a standard product introduction aimed at demonstrating technology and simplifying design for engineers. Neutral: This launch is a promotional tool for EPC's existing GaN technology and does not indicate any immediate change in supply, demand, or pricing for the underlying components.
GaN FETsMotor Drive InvertersEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch
03:40Impact score 60
MACOM unveils five-year, $345m plan to expand 100mm GaN and GaAs production and introduce 150mm GaN
MACOM announced a five-year, $345 million capital investment plan to modernize and expand its 100mm GaN and GaAs wafer fabs in the US, while introducing 150mm GaN production. This expansion aims to increase supply for RF, microwave, and analog applications. Bearish: The significant, long-term capacity increase for GaN/GaAs RF components could alleviate supply constraints and exert downward pressure on future prices.
GaN RFGaAs RFMACOM Technology Solutions Inc.Semiconductor TodayCapacity Change

Tue, Jan 14

01:18Impact score 15
Sivers signs CHIPS Act contracts with Northeast Microelectronics Coalition Hub
Sivers Semiconductors secured US CHIPS Act funding via the NEMC Hub for electronic warfare and 5G/6G chip development. The awards are part of the Microelectronics Commons program managed by NSWC Crane and NSTXL. Neutral: This is a long-term R&D contract with no immediate impact on component supply, pricing, or production capacity.
RF Beamformer ICsPhotonic LasersSivers Semiconductors ABSemiconductor TodayPartnership/M&A
00:59Impact score 8
Micro-LED display market to grow to 34.6 million units by 2031
Omdia forecasts Micro-LED display shipments will reach 34.6 million units by 2031. However, this volume is projected to represent less than 1% of the total display market, indicating the technology remains niche and application-specific. Neutral: This long-term forecast provides background on a high-end display technology but offers no immediate, actionable signal for component trading.
Micro-LED DisplaysSemiconductor TodayMarket Analysis

Fri, Jan 10

23:13Impact score 10
VueReal appoints VP of semiconductor engineering
VueReal Inc has appointed Giuseppe Buscemi as VP of Semiconductor Engineering to leverage his experience in scaling production. The move aims to bolster the firm's cartridge production capabilities to meet growing demand for its micro-LED technology. This is a company-specific R&D/capacity development milestone with no immediate, direct impact on broader semiconductor supply, pricing, or trader decisions.
Micro-LEDVueReal IncSemiconductor TodayTechnical
21:49Impact score 10
Plessey and Meta develop brightest red micro-LED display for AR glasses
Plessey Semiconductors and Meta have developed a red micro-LED display for AR glasses, claiming a brightness of up to 6,000,000 nits at high resolution (<5μm) with ultra-low power consumption. This R&D milestone addresses a key technical challenge for next-generation AR/MR devices. Neutral: This is a long-term technology development with no immediate impact on component supply, demand, or pricing for traders.
micro-LEDPlessey Semiconductors LtdSemiconductor TodayTechnical

Thu, Jan 9

18:30Impact score 15
ROHM samples 1kW-class high-power IR laser diode
ROHM has begun sampling a 1kW-class high-power infrared laser diode, the RLD8BQAB3, targeting ADAS LiDAR and other consumer/industrial applications. This is a new product introduction in a specialized, high-growth component segment. Neutral: This is a technology milestone and sample launch with no immediate impact on supply, demand, or pricing of existing components.
IR Laser DiodeROHMSemiconductor TodayProduct Launch
00:24Impact score 10
Aledia makes available micro-LED technology for immersive AR
Aledia announced the commercial availability of its 3D micro-LED technology for augmented reality and next-generation displays at CES 2025. The technology is based on the company's gallium nitride nanowires-on-silicon platform. Neutral: This is a long-term R&D milestone with no immediate impact on trading dynamics, component supply, or pricing for mainstream semiconductors.
micro-LEDGallium Nitride (GaN)Aledia S.A.Semiconductor TodayTechnical

Tue, Jan 7

18:29Impact score 10
USPTO issues Notice of Allowance for AmpliTech’s MMIC LNA patent application
The USPTO has issued a Notice of Allowance for AmpliTech's patent application related to its proprietary MMIC low-noise amplifier (LNA) designs. The patent certificates are expected to be formally issued in Q1-Q2 2025. Neutral: This is a standard R&D milestone that strengthens the firm's IP but does not indicate an immediate change in component supply, demand, or pricing.
MMICLNAAmpliTech Group IncSemiconductor 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

Wed, Jan 29

Luminus adds red and blue multi-mode lasers

Tue, Jan 28

PseudolithIC raises $6m in seed funding to accelerate development and commercialization of hybrid semiconductors

TRUMPF and iThera demo VCSEL-based subsystem for optoacoustic medical imaging and sensing

Fri, Jan 24

MACOM signs preliminary memorandum of terms for US CHIPS Act funding

Thu, Jan 23

Wolfspeed launches Gen 4 MOSFET technology platform

Wed, Jan 22

First Solar endows Missouri S&T professorship in Critical Energy Materials

Element Six unveils copper diamond composite to power advanced semiconductor devices

Tue, Jan 21

EPC launches 3-phase BLDC motor drive inverter reference design

Mon, Jan 20

Innoscience files lawsuits against Infineon in China

Fri, Jan 17

Guerrilla RF unveils new GaN-on-SiC HEMT power amplifiers dice for high-performance RF

Thu, Jan 16

onsemi completes acquisition of Qorvo’s SiC JFET business for $115m

Wed, Jan 15

EPC introduces fully configured motor drive inverter reference design

MACOM unveils five-year, $345m plan to expand 100mm GaN and GaAs production and introduce 150mm GaN

Tue, Jan 14

Sivers signs CHIPS Act contracts with Northeast Microelectronics Coalition Hub

Micro-LED display market to grow to 34.6 million units by 2031

Fri, Jan 10

VueReal appoints VP of semiconductor engineering

Plessey and Meta develop brightest red micro-LED display for AR glasses

Thu, Jan 9

ROHM samples 1kW-class high-power IR laser diode

Aledia makes available micro-LED technology for immersive AR

Tue, Jan 7

USPTO issues Notice of Allowance for AmpliTech’s MMIC LNA patent application

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