NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Nov 14

22:11Impact score 12
Akash allocated US CHIPS Act funding for diamond cooling technology
Akash Systems has been allocated over $68M in proposed CHIPS Act funding and tax credits to support its ramp-up of diamond cooling semiconductor technologies. The funding targets applications in AI, data centers, space, and defense markets. Neutral: This is a long-term R&D milestone for a niche thermal solution with no immediate, direct impact on mainstream semiconductor supply, pricing, or trader inventory decisions.
Diamond Cooling SubstratesAkash SystemsSemiconductor TodayTechnical
20:29Impact score 15
CGD and IFPEN demo GaN-based 800VDC inverter that outperforms SiC
Cambridge GaN Devices (CGD) and IFPEN have demonstrated an 800VDC inverter using CGD's 650V GaN ICs, claiming performance superior to SiC. This is an R&D milestone showcasing GaN's potential in high-voltage power applications. Neutral: This is a technology demonstration with no immediate impact on supply, demand, or pricing for commercial GaN or SiC components.
GaN Power ICsPower TransistorsCambridge GaN Devices LtdSemiconductor TodayTechnical
18:21Impact score 8
BluGlass enters into contract with NCSU for visible laser development as part of CLAWS Hub
BluGlass Ltd has secured a $1.925 million contract with North Carolina State University for visible laser development under the CLAWS Hub program. This is a research and development milestone focused on advancing GaN-based laser technology. The deal has no immediate impact on commercial supply, demand, or pricing for electronic components.
GaN Laser DiodesBluGlass LtdSemiconductor TodayTechnical
18:15Impact score 5
Richardson expands Navitas silicon carbide power device distribution
Richardson Electronics has expanded its distribution partnership with Navitas Semiconductor to cover SiC power devices in the EMEA region. This move aims to improve market access and supply chain support for these components. Neutral: This is a channel expansion that may improve availability but does not directly alter supply, demand, or pricing dynamics for traders.
SiC Power SemiconductorsNavitas Semiconductor Corp, Richardson Electronics LtdSemiconductor TodayPartnership/M&A

Wed, Nov 13

17:37Impact score 8
NS Nanotech appoints John Bayne to board
NS Nanotech, a developer of gallium nitride nanowire LEDs for displays and UVC disinfection, has appointed John Bayne to its board of directors. The company is a spin-off from the University of Michigan and focuses on advanced LED technology. Neutral: This board appointment is a minor corporate governance event with no immediate impact on supply, demand, or pricing for GaN/UVC LED components.
GaN LEDsUVC LEDsNS NanotechSemiconductor TodayTechnical
05:18Impact score 20
Cree LED launches CV28D LEDs with FusionBeam Technology for LED signs and displays
Cree LED has launched its new CV28D LEDs with FusionBeam Technology for signage and display applications. The product combines through-hole and SMD RGB LED technology, claiming improvements in directionality and image quality. Neutral: This is a standard product launch with no immediate, quantifiable impact on supply, demand, or pricing for the broader LED component market.
RGB LEDLED DisplayCree LED IncSemiconductor TodayProduct Launch

Mon, Nov 11

23:29Impact score 8
Linköping-based TekSiC appoints Joachim Tollstoy as CEO
Swedish silicon carbide wafer technology firm TekSiC AB has appointed Joachim Tollstoy as its new CEO, effective October 7. The company cites his leadership experience and understanding of market dynamics as key for navigating the evolving SiC manufacturing landscape. This is a routine leadership change with no immediate, specific impact on SiC wafer supply, pricing, or production capacity.
SiC WafersTekSiC ABSemiconductor Today
18:15Impact score 45
US ITC confirms Innoscience’s infringement of EPC’s patent
The US ITC affirmed its initial ruling that China's Innoscience infringed a foundational GaN patent held by US-based EPC. This legal action centers on core GaN-on-Si technology used in AI, fast chargers, and automotive applications. Watch: This ruling introduces supply chain uncertainty for Innoscience's GaN components, potentially affecting availability and pricing in the power semiconductor market.
GaN FETsGaN Power ICsInnoscience (Suzhou) Co., Ltd., Efficient Power Conversion Corp (EPC)Semiconductor TodayPolicy/Regulation

Thu, Nov 7

19:39Impact score 45
MACOM acquires fabless semiconductor firm ENGIN-IC
MACOM Technology Solutions has acquired fabless GaN MMIC designer ENGIN-IC, aiming to strengthen its design capabilities in RF and microwave markets. The acquisition consolidates expertise in high-performance analog and mixed-signal semiconductors, particularly in the growing GaN space. Watch: This vertical integration could tighten supply for MACOM's specialized GaN components and alter competitive dynamics in the RF power amplifier market.
GaN MMICsRFMicrowaveMACOM Technology Solutions Inc, ENGIN-IC IncSemiconductor TodayPartnership/M&A
01:22Impact score 10
Cambridge GaN Devices exhibiting at electronica
Cambridge GaN Devices Ltd is exhibiting at electronica 2024 to showcase its GaN-on-silicon power transistors and ICs. The fabless company, spun out of the University of Cambridge in 2016, is demonstrating its technology at booth C3.539.
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Current visibility event with no immediate supply or pricing impact.
GaN-on-silicon power transistorsGaN ICsCambridge GaN Devices LtdSemiconductor TodayProduct Launch

Wed, Nov 6

23:09Impact score 25
Navitas presents first 8.5kW AI data-center power supply powered by GaN and SiC
Navitas Semiconductor announced an 8.5kW AI data-center power supply unit achieving 98% efficiency using GaN and SiC technologies. This represents a technology milestone for high-power applications in next-generation AI infrastructure. Neutral: This product launch showcases a technology trend but does not indicate an immediate shift in supply, demand, or pricing for the underlying GaN/SiC components.
GaN Power ICsSiC Power DevicesNavitas SemiconductorSemiconductor TodayProduct Launch

Tue, Nov 5

20:36Impact score 15
Power Integrations launches 1700V GaN switcher IC
Power Integrations has launched a new 1700V GaN switcher IC within its InnoMux-2 family, claiming it as the industry's first. This extends the voltage rating of their proprietary PowiGaN technology beyond their previous 900V and 1250V devices. Neutral: This is a technology milestone but does not indicate any immediate change in supply, demand, or pricing for existing components.
GaN Power ICsOffline Power Supply ICsPower Integrations Inc.Semiconductor TodayProduct Launch
02:07Impact score 12
MACOM to lead US CHIPS Act-funded GaN-on-SiC technology development project
MACOM has been selected to lead a CHIPS Act-funded DoD project to develop GaN-on-SiC process technologies for high-voltage, millimeter-wave RF and microwave applications. The project aims to establish domestic manufacturing capabilities for advanced defense and commercial RF components. Neutral: This is a long-term R&D initiative with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN-on-SiC RF MMICsMACOM Technology Solutions IncSemiconductor TodayTechnical

Thu, Oct 31

18:13Impact score 10
DARPA awards University of Michigan’s Zetian Mi $3m to scale III–V materials on silicon
DARPA awarded $3 million to a University of Michigan research project led by Zetian Mi to develop technology for growing III-V and III-N materials on silicon substrates. The funding is part of the M-STUDIO initiative aimed at enabling universal heterogeneous integration compatible with advanced semiconductor nodes. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trading dynamics.
III-V SemiconductorsCompound SemiconductorsSemiconductor TodayTechnical
18:02Impact score 10
NS Nanotech releases first solid-state semiconductor to produce human-safe disinfecting UV light
NS Nanotech, a University of Michigan spin-off, has released its first solid-state semiconductor device designed to produce human-safe, far-UVC light for airborne pathogen disinfection. This represents an R&D milestone in UV-C LED technology, which could see increased demand in public health and HVAC applications. Neutral: This is a niche, early-stage technology launch with no immediate, quantifiable impact on the supply, demand, or pricing of mainstream electronic components.
UV-C LEDsSemiconductor LasersNS NanotechSemiconductor TodayTechnical

Tue, Oct 29

06:57Impact score 15
Navitas previews advances in GaN and SiC technologies, including first 8.5kW AI data-center power supply at electronica
Navitas Semiconductor previewed new GaN and SiC technology advancements, including an 8.5kW AI data center power supply, at the electronica 2024 trade show. The announcements highlight ongoing efficiency improvements in power semiconductors driven by data center and AI demand. Neutral: This is a technology showcase with no immediate, quantifiable impact on supply, demand, or pricing for traders.
GaN Power ICsSiC Power DevicesNavitas SemiconductorSemiconductor TodayTechnical

Wed, Oct 23

16:57Impact score 10
Celestial AI acquires silicon photonics patent portfolio from Rockley
Celestial AI has acquired a silicon photonics intellectual property portfolio from Rockley Photonics Ltd. This acquisition strengthens Celestial AI's position in developing its Photonic Fabric technology platform for AI compute. Neutral: This is a long-term R&D move with no immediate impact on component supply, pricing, or availability for traders.
Silicon PhotonicsAI AcceleratorCelestial AISemiconductor TodayTechnical
03:49Impact score 10
BluGlass secures AUS$1.2m order for first phase of multi-year JDA with Uviquity
BluGlass secured a A$1.2 million initial order under a multi-phase joint development agreement (JDA) with U.S. startup Uviquity, focused on wide-bandgap integrated photonics. The deal represents an early-stage R&D milestone for BluGlass's proprietary RPCVD GaN laser diode technology. Neutral: This is a small-scale, forward-looking development agreement with no immediate impact on commercial supply, demand, or pricing for electronic components.
GaN Laser DiodesBluGlass LtdSemiconductor TodayTechnical
00:08Impact score 15
ams OSRAM adds LEDs based on new IR:6 technology to boost performance in security and biometrics
ams OSRAM introduced its new IR:6 infrared LED chip technology, which increases brightness by up to 35% and efficiency by up to 42% over previous generations, targeting security and biometric applications. This is a product performance enhancement announcement with no immediate supply chain or pricing implications. Neutral: This is a standard product refresh with no direct impact on supply, demand, or pricing for existing IR LED components.
Infrared LEDams OSRAM GmbHSemiconductor TodayProduct Launch

Mon, Oct 21

16:55Impact score 25
Navitas introduces IntelliWeave digital control technique for AI data centers
Navitas Semiconductor introduced the IntelliWeave digital control technique at ECCE 2024 to enhance the efficiency of next-generation AI data center power supply units. This innovation focuses on GaN and SiC power ICs, marking a significant technical milestone for high-performance computing power management. The event is currently neutral for trading as it represents a product launch without immediate supply chain constraints.
GaN power ICSiC technologyPower Supply UnitNavitas SemiconductorSemiconductor 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, Nov 14

Akash allocated US CHIPS Act funding for diamond cooling technology

CGD and IFPEN demo GaN-based 800VDC inverter that outperforms SiC

BluGlass enters into contract with NCSU for visible laser development as part of CLAWS Hub

Richardson expands Navitas silicon carbide power device distribution

Wed, Nov 13

NS Nanotech appoints John Bayne to board

Cree LED launches CV28D LEDs with FusionBeam Technology for LED signs and displays

Mon, Nov 11

Linköping-based TekSiC appoints Joachim Tollstoy as CEO

US ITC confirms Innoscience’s infringement of EPC’s patent

Thu, Nov 7

MACOM acquires fabless semiconductor firm ENGIN-IC

Cambridge GaN Devices exhibiting at electronica

Wed, Nov 6

Navitas presents first 8.5kW AI data-center power supply powered by GaN and SiC

Tue, Nov 5

Power Integrations launches 1700V GaN switcher IC

MACOM to lead US CHIPS Act-funded GaN-on-SiC technology development project

Thu, Oct 31

DARPA awards University of Michigan’s Zetian Mi $3m to scale III–V materials on silicon

NS Nanotech releases first solid-state semiconductor to produce human-safe disinfecting UV light

Tue, Oct 29

Navitas previews advances in GaN and SiC technologies, including first 8.5kW AI data-center power supply at electronica

Wed, Oct 23

Celestial AI acquires silicon photonics patent portfolio from Rockley

BluGlass secures AUS$1.2m order for first phase of multi-year JDA with Uviquity

ams OSRAM adds LEDs based on new IR:6 technology to boost performance in security and biometrics

Mon, Oct 21

Navitas introduces IntelliWeave digital control technique for AI data centers

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