NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Sep 23

16:51Impact score 15
TRUMPF and Optomind showcase 100Gbps VCSEL performance in 800Gbps transceiver at ECOC
TRUMPF Photonic Components and Optomind demonstrated 100Gbps VCSEL performance for 800Gbps optical transceivers at ECOC 2024. This is an R&D milestone targeting next-generation AI/HPC data center interconnects. Neutral: This is a technology showcase with no immediate impact on supply, demand, or pricing for current-generation components.
VCSEL800G Optical TransceiverTRUMPF Photonic Components GmbH, Optomind IncSemiconductor TodayTechnical

Fri, Sep 13

15:56Impact score 15
InSiGa and POET demo laser driver and optical engine combo at CIOE 2024
InSiGa and POET demonstrated a combined 200G/lane EML driver and optical engine solution for 800G/1.6T modules at CIOE 2024. The demo showcases progress in high-speed optical interconnect technology for data center and AI markets. Neutral: This is a technology demonstration with no immediate impact on supply, demand, or pricing of existing electronic components.
EML DriverOptical Engine800G/1.6T Optical ModulesChengdu InSiGa Semiconductor Technologies Co Ltd, POET Technologies IncSemiconductor TodayProduct Launch

Thu, Sep 12

23:35Impact score 15
POET demos optical engines for AI at CIOE 2024
POET Technologies demonstrated new optical engines for AI and hyperscale data centers at CIOE 2024. The showcase highlights ongoing R&D efforts to address bandwidth demands in AI infrastructure. Neutral: This is a technology demonstration with no immediate impact on supply, demand, or pricing of existing electronic components.
Optical InterposerPhotonics ICPOET Technologies IncSemiconductor TodayProduct Launch
23:10Impact score 15
POET selected by Mentech to supply engines for 800G and 1.6T optical modules
POET Technologies' optical engines have been selected by Mentech Technology for use in the development of 800G pluggable transceivers, with initial sample purchase orders placed. This represents a design win for POET's technology in the high-speed datacom module market. Neutral: This is a specific partnership announcement with no immediate, quantifiable impact on broader component supply, demand, or pricing.
800G Optical Engines1.6T Optical EnginesOptical InterposerPOET Technologies Inc, Mentech TechnologySemiconductor TodayPartnership/M&A
15:20Impact score 8
JEDEC publishes test method for addressing switching energy loss associated with output capacitance hysteresis
JEDEC has published a new standard, JEP200, defining test methods for measuring switching energy loss in GaN and SiC power devices. The standard was developed by JEDEC's JC-70 committee, whose membership has grown from 23 to over 80 companies since 2017. Neutral: This is a technical standardization milestone with no immediate impact on supply, demand, or pricing for power semiconductors.
GaN Power DevicesSiC Power DevicesSemiconductor TodayTechnical
01:47Impact score 10
Infineon nominated for Deutscher Zukunftspreis for developing 3300V vertical-channel SiC trench MOSFET
Infineon has been nominated for a German innovation award for developing a 3300V vertical-channel SiC trench MOSFET. This is an R&D milestone for high-voltage power semiconductors used in industrial and energy applications. Neutral: This is a long-term technology recognition with no immediate impact on supply, demand, or pricing for trading.
SiC MOSFETInfineon Technologies AGSemiconductor TodayTechnical

Wed, Sep 11

21:03Impact score 10
Infineon pilots first 300mm power GaN wafer technology on existing large-scale 300mm silicon line
Infineon has developed a 300mm power GaN wafer technology on its existing high-volume 300mm silicon line, which yields 2.3 times more chips per wafer compared to 200mm wafers. This is a manufacturing process milestone aimed at scaling GaN production for the broader market. Neutral: This is a long-term R&D achievement with no immediate impact on current supply, pricing, or inventory of GaN components.
Power GaNInfineon Technologies AGSemiconductor TodayTechnical

Thu, Sep 5

00:09Impact score 15
Navitas Gen-3 Fast SiC MOSFETs in D2PAK-7L and TOLL surface-mount packages
Navitas Semiconductor has launched a portfolio of third-generation automotive-qualified SiC MOSFETs in D2PAK-7L and TOLL surface-mount packages. This release expands the availability of high-performance SiC components for automotive power applications. Neutral: This is a standard product launch that adds to market supply but does not indicate a fundamental shift in supply, demand, or pricing for SiC components.
SiC MOSFETNavitas SemiconductorSemiconductor TodayProduct Launch

Mon, Sep 2

19:17Impact score 5
Phlux appoints VP of operations, director of engineering, and VP of marketing
Phlux Technology, a startup developing 1550nm avalanche photodiode sensors, has appointed three new senior executives in marketing, operations, and engineering. This follows the company's recent relocation to larger premises, indicating a focus on scaling its operations. Neutral: This is an internal corporate development with no immediate, direct impact on component supply, demand, or pricing.
1550nm APDInfrared SensorPhlux TechnologySemiconductor Today
16:52Impact score 10
Lumileds addresses micro-LED efficiency through EQE and directionality
LED manufacturer Lumileds reports achieving significant external quantum efficiency (EQE) improvements for micro-LEDs, noting that EQE alone is insufficient for display applications. This is a technical R&D update on improving micro-LED performance metrics like directionality. Neutral: This is a long-term technology development with no immediate impact on component supply, pricing, or procurement decisions.
micro-LEDLumileds LLCSemiconductor TodayTechnical

Fri, Aug 30

22:42Impact score 8
Finwave and GlobalFoundries agree technology development and licensing deal
Finwave Semiconductor and GlobalFoundries have entered a strategic technology development and licensing agreement focused on Finwave's 3D GaN-on-silicon technology. The deal aims to accelerate the commercialization of GaN RF power semiconductors for 5G, automotive, and aerospace applications. This is a long-term R&D partnership with no immediate impact on component supply, pricing, or production capacity.
GaN RF Power TransistorsFinwave Semiconductor Inc, GlobalFoundriesSemiconductor TodayTechnical

Thu, Aug 29

18:28Impact score 25
ROHM’s fourth-generation SiC MOSFET chips adopted in three Geely ZEEKR EV models
ROHM's 4th-generation SiC MOSFET chips have been adopted in traction inverters for three Geely ZEEKR EV models, with modules mass-produced and shipped from its joint venture HAIMOSIC since 2023. This adoption signals continued validation of ROHM's SiC technology in the competitive Chinese EV market. Neutral: While a positive design win, this is a specific product launch with no immediate, quantifiable impact on broader SiC supply, pricing, or inventory levels for traders.
SiC MOSFETROHM Co LtdSemiconductor TodayProduct Launch
15:15Impact score 15
Coherent unveils CW DFB InP lasers for silicon photonics transceivers
Coherent Corp has launched a new family of high-efficiency continuous wave (CW) distributed feedback (DFB) lasers designed for silicon photonics transceiver modules. This is a technology development aimed at improving performance in data center and AI interconnect applications. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, demand, or pricing for traders.
InP LasersSilicon Photonics TransceiversCoherent CorpSemiconductor TodayProduct Launch

Wed, Aug 28

21:41Impact score 5
Wise-integration forms Hong Kong-based subsidiary to manage Asian business development
Fabless GaN power IC company Wise-integration established a Hong Kong subsidiary, Wise-integration Ltd, to accelerate business development in China. The move was announced during PCIM Asia 2024 and is led by newly appointed China Business Development Director James Ho. Neutral: This organizational expansion has no immediate, direct impact on component supply, demand, or pricing for traders.
GaN Power ICsWise-integrationSemiconductor Today

Tue, Aug 27

18:42Impact score 20
onsemi releases upgraded power modules to boost solar power generation and energy storage
onsemi has launched its newest-generation silicon and silicon carbide hybrid power integrated modules (PIMs) in an F5BP package, targeting utility-scale solar string inverters and energy storage systems. The product launch is a technology upgrade aimed at improving power output and efficiency in renewable energy applications. Neutral: This is a standard product refresh with no immediate, quantifiable impact on supply, demand, or pricing for the broader semiconductor market.
SiC Power ModulesIGBT Power ModulesonsemiSemiconductor TodayProduct Launch

Thu, Aug 22

22:18Impact score 12
Defect-free AlGaInP native red micro-LEDs by wet chemical etching
Researchers have developed a wet chemical etching process to create defect-free AlGaInP red micro-LEDs, addressing a key efficiency challenge as chip sizes shrink. This is a laboratory-stage R&D breakthrough aimed at solving the efficiency drop in phosphide-based red micro-LEDs compared to blue and green ones. Neutral: This is a long-term technology development with no immediate impact on component supply, pricing, or trading decisions.
AlGaInP red micro-LEDSemiconductor TodayTechnical

Wed, Aug 21

23:50Impact score 10
VueReal appoints Shawn Mills as VP of engineering
VueReal Inc has appointed Shawn Mills as VP of Engineering to oversee development of its MicroSolid Printing platform for micro-LEDs. This is a personnel change focused on R&D and technology integration for a niche display component. Neutral: This is a company-specific R&D milestone with no immediate, quantifiable impact on micro-LED supply, demand, or pricing.
micro-LEDVueReal IncSemiconductor TodayTechnical
23:04Impact score 10
VueReal appoints Jason K. Ruppert as VP of operations
VueReal has appointed Jason K. Ruppert as VP of Operations to lead production and scale-up of its MicroSolid Printing technology and cartridge fabrication. This is a senior operations appointment focused on internal capacity planning and vendor management for a niche display technology firm. Neutral: This personnel change is a routine corporate development with no immediate, direct impact on component supply, demand, or pricing for traders.
MicroLEDMicroLED Transfer EquipmentVueRealSemiconductor TodayTechnical
19:12Impact score 20
Mitsubishi Electric to ship samples of 200Gbps PIN-PD chip for 800Gbps and 1.6Tbps fiber communication
Mitsubishi Electric will begin shipping samples of its 200Gbps PIN-PD chip for 800Gbps and 1.6Tbps optical transceivers on October 1. This is an R&D milestone for next-generation data center and telecom infrastructure. Neutral: This sampling announcement is a long-term technology development with no immediate impact on component supply, demand, or pricing.
PIN-PD ChipOptical TransceiverMitsubishi Electric CorpSemiconductor TodayProduct Launch

Tue, Aug 13

19:46Impact score 58
SweGaN secures frame agreements for QuanFINE GaN-on-SiC epiwafers
SweGaN reported SEK 17m in orders for its QuanFINE GaN-on-SiC epiwafers in H1 2024, including three major frame agreements from telecom and defense customers, representing a 100% year-on-year increase. The firm has begun deliveries from a new facility as it scales production. Watch: This signals strong, contractually-backed demand in high-reliability sectors, potentially tightening supply for specialized GaN-on-SiC wafers and supporting pricing.
GaN-on-SiC EpiwafersSweGaN ABSemiconductor TodayFinancial/Earnings

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, Sep 23

TRUMPF and Optomind showcase 100Gbps VCSEL performance in 800Gbps transceiver at ECOC

Fri, Sep 13

InSiGa and POET demo laser driver and optical engine combo at CIOE 2024

Thu, Sep 12

POET demos optical engines for AI at CIOE 2024

POET selected by Mentech to supply engines for 800G and 1.6T optical modules

JEDEC publishes test method for addressing switching energy loss associated with output capacitance hysteresis

Infineon nominated for Deutscher Zukunftspreis for developing 3300V vertical-channel SiC trench MOSFET

Wed, Sep 11

Infineon pilots first 300mm power GaN wafer technology on existing large-scale 300mm silicon line

Thu, Sep 5

Navitas Gen-3 Fast SiC MOSFETs in D2PAK-7L and TOLL surface-mount packages

Mon, Sep 2

Phlux appoints VP of operations, director of engineering, and VP of marketing

Lumileds addresses micro-LED efficiency through EQE and directionality

Fri, Aug 30

Finwave and GlobalFoundries agree technology development and licensing deal

Thu, Aug 29

ROHM’s fourth-generation SiC MOSFET chips adopted in three Geely ZEEKR EV models

Coherent unveils CW DFB InP lasers for silicon photonics transceivers

Wed, Aug 28

Wise-integration forms Hong Kong-based subsidiary to manage Asian business development

Tue, Aug 27

onsemi releases upgraded power modules to boost solar power generation and energy storage

Thu, Aug 22

Defect-free AlGaInP native red micro-LEDs by wet chemical etching

Wed, Aug 21

VueReal appoints Shawn Mills as VP of engineering

VueReal appoints Jason K. Ruppert as VP of operations

Mitsubishi Electric to ship samples of 200Gbps PIN-PD chip for 800Gbps and 1.6Tbps fiber communication

Tue, Aug 13

SweGaN secures frame agreements for QuanFINE GaN-on-SiC epiwafers

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