NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Jul 19

20:22Impact score 15
Daihen uses Infineon’s 2000V SiC module in highest-power-density grid storage ground power conditioner
Daihen Corp has selected Infineon's 2000V CoolSiC power modules for its grid storage power conditioners, aiming to achieve high power density. This represents a design win for Infineon's high-voltage SiC technology in the grid infrastructure segment. Neutral: This is a specific product application with no immediate, broad impact on SiC supply, demand, or pricing for traders.
SiC Power ModuleInfineon Technologies AG, Daihen CorpSemiconductor TodayProduct Launch
00:27Impact score 15
onsemi launches EliteSiC M3e MOSFETs as its latest-generation silicon carbide technology platform
onsemi has launched its latest-generation EliteSiC M3e MOSFET technology platform, positioned for high-power applications like EVs and renewable energy infrastructure. This launch is part of the industry's broader push towards electrification to meet climate goals. Neutral: This is a standard next-gen product announcement with no immediate, quantifiable impact on supply, demand, or pricing of existing components.
SiC MOSFETonsemiSemiconductor TodayProduct Launch

Thu, Jul 18

22:52Impact score 8
First Solar commissions Western Hemisphere’s largest solar R&D center
First Solar has commissioned a new R&D center in Ohio, claimed to be the largest of its kind in the Western Hemisphere. The facility is dedicated to advancing the company's cadmium telluride (CdTe) thin-film photovoltaic technology. Neutral: This is a long-term R&D investment with no immediate, direct impact on semiconductor supply, pricing, or trader inventory decisions.
CdTe Photovoltaic ModulesFirst Solar IncSemiconductor TodayTechnical

Wed, Jul 17

23:02Impact score 5
MACOM dedicates Lowell Campus to John Ocampo
MACOM has renamed its Lowell, MA campus after the late John Ocampo. The campus houses corporate HQ, R&D centers, and a wafer fab. This is a ceremonial event with no direct impact on production, supply, or pricing.
RFMicrowaveAnalogMACOM Technology Solutions IncSemiconductor Today
17:04Impact score 25
Navitas teams with Japanese sales & marketing partner J Rep at Techno-Frontier
Navitas Semiconductor and J Rep are showcasing a hybrid GaN-SiC AI server power supply unit at Techno-Frontier 2024, highlighting solutions for industrial drives and consumer electronics.
GaN power ICSilicon Carbide (SiC)GaN power supplyNavitas Semiconductor, J RepSemiconductor TodayProduct Launch
16:10Impact score 12
Axus wins orders for Capstone CMP system from SiC device makers
Axus Technology reports strong sales momentum and new orders for its Capstone CMP processing tools from SiC device makers across three regions. This indicates continued investment in SiC manufacturing capacity by chipmakers. Neutral: This is a background equipment order with no immediate, direct impact on component supply, demand, or pricing.
SiC WafersSemiconductor TodayTechnical

Thu, Jul 11

15:24Impact score 15
Luminus launches high-efficacy mid-power MP-5050 LEDs
Luminus Devices launched its MP-5050 series mid-power LEDs, claiming an efficacy of 233 lumens per watt at 4000K CCT and 70 CRI. This product targets outdoor and industrial lighting applications with improved performance. Neutral: This is a standard product refresh with no immediate impact on supply, demand, or pricing for the broader LED component market.
Mid-Power LEDsLuminus Devices IncSemiconductor TodayProduct Launch
15:22Impact score 10
EPC Space showcasing rad-hard solutions at NSREC 2024
EPC Space is presenting its latest radiation-hardened GaN-on-silicon technology at the NSREC 2024 conference. The focus is on developing components for demanding space applications, which is a specialized, long-term R&D segment. Neutral: This is a technology showcase with no immediate impact on commercial semiconductor supply, pricing, or trader inventory decisions.
Rad-Hard GaN Power DevicesEPC Space LLCSemiconductor TodayTechnical

Thu, Jul 4

21:26Impact score 15
European wafer developer pays BluGlass US$1.28m for transfer of IP developed under contract
BluGlass Ltd received a $1.28 million payment from a European wafer developer to acquire IP rights for GaN growth techniques. This transaction relates to BluGlass's proprietary RPCVD technology for GaN blue laser diodes. Watch for potential shifts in GaN laser diode supply dynamics.
GaN blue laser diodesGaN laser diodesBluGlass LtdSemiconductor TodayPartnership/M&A

Wed, Jul 3

16:56Impact score 10
Luminus adds SFT-03X RGB LED chipset to projection product portfolio
Luminus Devices Inc added the SFT-03X RGB LED chipset to its projection portfolio. This addition enables compact projection engines for embedded consumer and industrial applications. Neutral: New product launch with no immediate supply chain impact.
LEDProjection LEDLuminus Devices IncSemiconductor TodayProduct Launch

Tue, Jul 2

16:51Impact score 45
GlobalFoundries acquires Tagore’s GaN IP portfolio
GlobalFoundries acquired the GaN IP portfolio of Tagore Technology Inc. for RF and power management applications. This strategic move strengthens GF's capabilities in GaN-on-Si and GaN-on-SiC technologies. Traders should monitor potential shifts in the GaN supply landscape.
GaNGaN-on-SiGaN-on-SiCGlobalFoundries, Tagore Technology Inc.Semiconductor TodayPartnership/M&A

Thu, Jun 27

19:54Impact score 58
Nexperia investing $200m in Hamburg site to add wide-bandgap semiconductors
Nexperia plans to invest $200 million to expand its Hamburg fab, increasing capacity for silicon diodes and transistors while adding wide-bandgap (SiC/GaN) semiconductor production infrastructure. This investment is part of a long-term strategy to grow its power semiconductor portfolio. Bearish: The announced capacity expansion for mature silicon components could contribute to increased supply and potential price pressure in those segments.
Silicon DiodesSilicon TransistorsSilicon Carbide (SiC)Nexperia B.V.Semiconductor TodayCapacity Change
16:16Impact score 10
ROHM develops VCSELED infrared light source combining features of VCSELs and LEDs
ROHM Semiconductor announced the development of 'VCSELED,' a new infrared light source technology combining VCSEL and LED characteristics, targeting commercialization for automotive driver and in-cabin monitoring systems. This represents a technical milestone in optoelectronic components but is currently in the R&D phase with no immediate production or supply chain impact. The news has no direct bearing on current trading decisions for electronic components.
VCSELInfrared LEDOptical SensorROHM SemiconductorSemiconductor TodayTechnical
00:12Impact score 10
SK keyfoundry intensifying efforts to develop GaN for power electronics
SK keyfoundry is intensifying development of 650V GaN HEMT technology, aiming to complete development by year-end. This is part of the broader industry trend towards wide-bandgap semiconductors for power efficiency in applications like EVs and data centers. Neutral: This is a long-term R&D milestone with no immediate impact on supply, demand, or pricing of existing power components.
GaN HEMTPower SemiconductorsSK keyfoundrySemiconductor TodayTechnical

Sat, Jun 22

00:26Impact score 25
Navitas’ GaNFast power ICs used in Lenovo’s Xiaoxin 105W and Legion C170W fast chargers
Navitas Semiconductor's GaNFast power ICs have been selected for use in Lenovo's new Xiaoxin 105W and Legion C170W fast chargers. This represents a design win in the consumer electronics accessory market, specifically for GaN-based fast charging solutions. Neutral: This is a specific product adoption that may incrementally support long-term GaN demand but does not indicate an immediate supply shock or price movement for the broader component market.
GaN Power ICsNavitas SemiconductorSemiconductor TodayProduct Launch

Fri, Jun 21

17:17Impact score 45
BAE and GlobalFoundries collaborate on supply of essential semiconductors for US national security programs
BAE Systems and GlobalFoundries announced a collaboration to strengthen the supply of critical semiconductors for U.S. national security programs. This partnership aims to secure a trusted supply chain for defense applications using GF's U.S.-based manufacturing. Watch: This signals potential future demand pressure on specialized foundry capacity for secure, defense-grade chips.
Radiation-Hardened SemiconductorsSecure ProcessorsBAE Systems Inc, GlobalFoundriesSemiconductor TodayPartnership/M&A
16:59Impact score 25
Infineon launches CoolGaN 700V G4 power transistor product family
Infineon has launched its CoolGaN 700V G4 power transistor product family, targeting high-efficiency power conversion applications. This is a routine generational product refresh in the competitive GaN power semiconductor market. Neutral: The launch is a standard technology update with no immediate, direct impact on supply, demand, or pricing for traders.
GaN Power TransistorInfineon Technologies AGSemiconductor TodayProduct Launch

Thu, Jun 20

17:59Impact score 10
Shipments of mini-LED backlight LCD displays to surpass OLED displays in 2025
Omdia forecasts shipments of mini-LED backlight LCD TVs to reach 9.3 million units in 2025, surpassing OLED TV shipments of 7.5 million units for the first time. This projection indicates a shift in display technology adoption and manufacturing focus within the TV market. Neutral: This is a long-term market share forecast with no immediate, specific impact on component pricing or supply for traders.
Mini-LED Backlight UnitLCD TV PanelSamsung Display, LG DisplaySemiconductor TodayMarket Analysis
17:19Impact score 20
pSemi launches high-power, high-linearity SP4T RF switch
pSemi Corp launched the PE42447, a high-power SP4T RF switch covering 10MHz to 8GHz, based on its SOI technology. The product targets wireless infrastructure and other markets requiring high linearity and power handling. Neutral: This is a standard product launch with no immediate, specific impact on supply, demand, or pricing for existing RF components.
RF SwitchpSemi CorpSemiconductor TodayProduct Launch

Wed, Jun 19

16:13Impact score 15
Qorvo adds RF multi-chip modules for advanced radar applications
Qorvo has launched three new highly integrated RF multi-chip modules (MCMs) targeting advanced radar applications. The modules are designed to meet the performance, size, and power requirements of modern phased-array and multi-function radar systems. Neutral: This is a standard product launch with no immediate, quantifiable impact on supply, demand, or pricing for electronic components relevant to traders.
RF Multi-Chip ModulesRadar ComponentsQorvo IncSemiconductor 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

Fri, Jul 19

Daihen uses Infineon’s 2000V SiC module in highest-power-density grid storage ground power conditioner

onsemi launches EliteSiC M3e MOSFETs as its latest-generation silicon carbide technology platform

Thu, Jul 18

First Solar commissions Western Hemisphere’s largest solar R&D center

Wed, Jul 17

MACOM dedicates Lowell Campus to John Ocampo

Navitas teams with Japanese sales & marketing partner J Rep at Techno-Frontier

Axus wins orders for Capstone CMP system from SiC device makers

Thu, Jul 11

Luminus launches high-efficacy mid-power MP-5050 LEDs

EPC Space showcasing rad-hard solutions at NSREC 2024

Thu, Jul 4

European wafer developer pays BluGlass US$1.28m for transfer of IP developed under contract

Wed, Jul 3

Luminus adds SFT-03X RGB LED chipset to projection product portfolio

Tue, Jul 2

GlobalFoundries acquires Tagore’s GaN IP portfolio

Thu, Jun 27

Nexperia investing $200m in Hamburg site to add wide-bandgap semiconductors

ROHM develops VCSELED infrared light source combining features of VCSELs and LEDs

SK keyfoundry intensifying efforts to develop GaN for power electronics

Sat, Jun 22

Navitas’ GaNFast power ICs used in Lenovo’s Xiaoxin 105W and Legion C170W fast chargers

Fri, Jun 21

BAE and GlobalFoundries collaborate on supply of essential semiconductors for US national security programs

Infineon launches CoolGaN 700V G4 power transistor product family

Thu, Jun 20

Shipments of mini-LED backlight LCD displays to surpass OLED displays in 2025

pSemi launches high-power, high-linearity SP4T RF switch

Wed, Jun 19

Qorvo adds RF multi-chip modules for advanced radar applications

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