ams OSRAM launched the EVIYOS HD 25 gen2 multi-pixel LED at SIA Vision 2024. This is the latest generation of the EVIYOS LED technology. Neutral: No immediate impact on supply chain or pricing.
Navitas Semiconductor announced GaNSlim, a new generation of highly integrated gallium nitride (GaN) power ICs targeting mobile, consumer, and home appliance applications. The launch focuses on design simplification, system cost reduction, and energy savings, but does not announce specific changes to production capacity, pricing, or supply. Neutral: This is a standard product introduction with no immediate, quantifiable impact on supply, demand, or pricing for existing components.
Apple's cancellation of its micro-LED project in early 2024 has shaken industry confidence, with Yole Group noting the technology's value proposition is shrinking versus advancing OLEDs. While some companies are slowing or stopping development, others are accelerating efforts in a less competitive landscape, with about 30 fabs or pilot lines still proceeding. Bearish: The exit of a major demand driver like Apple signals reduced future demand for micro-LED components, potentially impacting investment and pricing for related materials and equipment.
Infineon Technologies has partnered with AWL-Electricity Inc., supplying its CoolGaN GS61008P power ICs for the development of advanced wireless power solutions. This collaboration focuses on R&D for industrial applications and does not indicate any immediate change in production capacity or supply. Neutral: This is a long-term technology development with no direct, near-term impact on component supply, pricing, or trader inventory decisions.
Navitas Semiconductor has expanded its high-power GaNSafe family with a new TOLT (Transistor Outline Leaded Top-side cooling) package. This is a standard product line extension offering improved thermal performance for power applications. Neutral: This is a routine product update with no immediate impact on supply, demand, or pricing for GaN/SiC components.
UK-based Quantum Power Transformation (QPT) has won a grant to develop a 400V/60kW high-frequency GaN inverter demonstrator for automotive applications, aiming to showcase GaN's superiority over SiC and silicon. This is an early-stage R&D project funded by a grant, not a commercial production or sourcing announcement. Neutral: This is a long-term technology validation effort with no immediate impact on GaN component supply, demand, or pricing for traders.
Polar Light Technologies has partnered with Finetech to develop a novel bottom-up bonding method for pyramidal GaN micro-LEDs, which aims to improve optical performance by avoiding surface damage. This is an R&D milestone from a university spin-out focused on a niche display technology. Neutral: This early-stage process development has no immediate impact on the supply, demand, or price of commercial electronic components.
Raytheon has been awarded a three-year, two-phase contract from DARPA to develop foundational ultra-wide-bandgap semiconductors based on diamond and aluminium nitride technology. The research aims to improve power delivery and thermal management for defense-related sensors and electronics. Neutral: This is a long-term, early-stage R&D project with no immediate impact on commercial semiconductor supply, demand, or pricing.
The U.S. National Renewable Energy Laboratory (NREL) has been selected to redesign traction inverters for U.S. Army ground combat vehicles using silicon carbide (SiC) technology, aiming to double vehicle range and reduce component size by 75%. This is part of a long-term R&D project focused on military vehicle electrification. Neutral: This is a distant, non-commercial R&D milestone with no immediate impact on commercial SiC supply, demand, or pricing.
ASM International launched its dual-chamber PE2O8 single-wafer SiC epitaxy system at ICSCRM 2024, targeting the power device segment with claims of low defectivity and high uniformity. This equipment introduction aims to support the broader adoption of SiC technology by improving throughput and lowering cost of ownership. Neutral: This is a long-term capacity enabler for SiC wafer supply, with no immediate impact on trading prices or component availability.
The UK government has purchased Coherent Corp's semiconductor fab in Newton Aycliffe to secure its defence supply chain. This strategic acquisition removes a key manufacturing asset from the commercial market and places it under direct government control. Watch: This could tighten supply for specialized, defence-grade components and signals increased government intervention in strategic supply chains.
First Solar has inaugurated a new $1.1 billion, 3.5GW fully vertically integrated CdTe thin-film solar module manufacturing facility in Alabama. This expansion is part of the company's strategy to scale U.S.-based PV production capacity. Bearish: This significant capacity addition increases the supply of PV modules, potentially pressuring prices in the solar component market.
TRUMPF Photonic Components announced an improvement to its proprietary subwavelength surface-grating technology for datacom VCSELs. This is a long-term R&D development aimed at enhancing performance for data center optical interconnects. Neutral: This is a technical milestone with no immediate impact on component supply, pricing, or trader decisions.
Source Photonics announced product availability of its 1.6T and 800G PAM4 optical transceiver family, including modules supporting immersion cooling, at ECOC 2024. The launch is aimed at enabling next-generation 51.2T/102.4T switch platforms for AI compute infrastructure. Neutral: This is a standard product announcement that may incrementally increase demand for high-end optical components but does not indicate a supply shock or immediate price pressure.
STMicroelectronics has launched its fourth-generation STPOWER SiC MOSFET technology, optimized for EV traction inverters. The announcement is part of the company's roadmap to introduce further SiC innovations through 2027. Neutral: This is a long-term technology roadmap update with no immediate, specific impact on current supply, demand, or pricing for existing SiC components.
Resonac and Soitec have signed an agreement to jointly develop 200mm silicon carbide (SiC) bonded substrates, a key material for power semiconductor epitaxial wafers. This partnership aims to advance SiC manufacturing technology to meet growing demand from the electric vehicle and renewable energy sectors. Neutral: This is a long-term R&D initiative with no immediate impact on supply, prices, or trading dynamics for existing SiC components.
TRUMPF Photonic Components is showcasing next-generation VCSEL technology for LPO and CPO applications at ECOC 2024. This represents an R&D milestone aimed at future datacom market demands, such as AI data centers. Neutral: This is a forward-looking technology demonstration with no immediate impact on current supply, demand, or pricing for electronic components.
Axus Technology claims its Capstone CS200 CMP platform offers the industry's lowest cost of ownership for processing 200mm SiC wafers, delivering twice the throughput at less than half the cost per wafer compared to its closest competitor. This is a product announcement for a specialized wafer fabrication tool. Neutral: This is a process efficiency improvement for a niche manufacturing step, unlikely to directly impact the supply, demand, or pricing of electronic components in the near term.
Coherent Corp announced the general availability and production release of its 100G ZR QSFP28-DCO transceiver, claiming it as an industry first. This launch represents a new product introduction in the optical networking component segment. Neutral: This is a standard product launch unlikely to cause immediate supply-demand imbalances or price movements for existing components.
MACOM is showcasing its latest high-speed analog connectivity solutions at the ECOC 2024 trade show. This is a routine product demonstration event for the company's portfolio of RF, microwave, analog, and optical semiconductors. Neutral: The announcement is a standard marketing activity with no immediate impact on supply, demand, or pricing for traders.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
| 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 |