NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Apr 24

21:34Impact score 10
Vishay selects Aixtron’s G10-SiC multi-wafer batch technology
Vishay Intertechnology has selected Aixtron's G10-SiC multi-wafer CVD epitaxy platform for its in-house silicon carbide production at its Newport fab in Wales. This equipment supports dual wafer sizes (9x150mm or 6x200mm) for power device manufacturing. Neutral: This is a long-term capacity build-out for a specialized process, with no immediate impact on market supply, pricing, or inventory of discrete components.
SiC Epitaxial WafersSiC Power DevicesVishay Intertechnology Inc, Aixtron SESemiconductor TodayTechnical
16:33Impact score 8
Rio Tinto awards Missouri S&T $875,000 to research recovering gallium and germanium from copper refining waste
Rio Tinto has awarded Missouri S&T $875,000 for a two-year research project focused on recovering gallium and germanium from copper refining waste streams. This initiative aims to develop new techniques to extract these critical minerals from existing industrial by-products. Neutral: This is a long-term R&D project with no immediate impact on supply, pricing, or trading dynamics for gallium and germanium.
GalliumGermaniumRio TintoSemiconductor TodayTechnical

Tue, Apr 23

21:49Impact score 8
UK’s CSA Catapult and Sarawak’s SMD sign MoU
The UK's CSA Catapult and Malaysia's SMD Semiconductor have signed an MoU to collaborate on the design and prototyping of next-generation semiconductor chips for automotive and space applications. This is a non-binding R&D agreement focused on future technology development. Neutral: This is a long-term research initiative with no immediate impact on component supply, pricing, or trader inventory decisions.
Compound SemiconductorsSMD Semiconductor Sdn BhdSemiconductor TodayPartnership/M&A

Mon, Apr 22

17:40Impact score 10
ZSW and First Solar partner on thin-film PV research
First Solar has entered a strategic research partnership with Germany's ZSW to advance thin-film PV technology, focusing on performance and all-thin-film tandem technologies at gigawatt scale. This is a long-term R&D initiative aimed at future technology development. Neutral: This is a forward-looking research collaboration with no immediate impact on component supply, pricing, or production capacity relevant to semiconductor traders.
Cadmium Telluride (CdTe)Thin-Film Photovoltaic (PV) ModulesFirst Solar IncSemiconductor TodayTechnical

Fri, Apr 19

16:30Impact score 15
Virtual Forest adopts Navitas’ GaNFast for 2250W solar-powered irrigation pump
Virtual Forest has adopted Navitas' GaNFast power ICs for a 2250W solar-powered irrigation pump. This represents a new design win for GaN technology in the industrial/power sector. Neutral: This single design win is unlikely to materially shift aggregate demand or pricing for GaN components in the near term.
GaN Power ICsNavitas Semiconductor CorpSemiconductor TodayProduct Launch

Thu, Apr 18

16:48Impact score 15
Vishay launches 440mcd blue and 2300mcd true green surface-mount LEDs in MiniLED package
Vishay Intertechnology has launched new blue and true green surface-mount MiniLEDs with luminous intensities up to 440mcd and 2300mcd, respectively, which are up to four times brighter than previous PLCC-2 packages. This is a standard product refresh utilizing newer InGaN-on-sapphire chip technology. Neutral: This is a routine product announcement with no immediate impact on supply, demand, or pricing for the broader LED market.
LEDMiniLEDVishay Intertechnology IncSemiconductor TodayProduct Launch
00:51Impact score 8
TriEye and Vertilas demo 1.3µm VCSEL-driven SWIR sensing solutions
TriEye and Vertilas have demonstrated a joint technology integrating TriEye's SWIR image sensor with Vertilas' InP VCSEL, targeting cost-effective solutions for consumer and industrial markets. This is an R&D milestone focused on scalable manufacturing strategies for SWIR sensing. Neutral: This is a technology demonstrator with no immediate impact on supply, demand, or pricing of existing electronic components.
SWIR Image SensorInP VCSELTriEye Ltd, Vertilas GmbHSemiconductor TodayTechnical

Tue, Apr 16

17:29Impact score 15
ams OSRAM and DOMINANT collaborate to advance automotive ambient lighting
ams OSRAM and DOMINANT Opto Technologies have formed a strategic partnership to integrate ams OSRAM's Open System Protocol (OSP) into DOMINANT's next-generation intelligent RGB LEDs for automotive ambient lighting. The collaboration aims to streamline system integration for automakers and tier-1 suppliers. Neutral: This is a long-term technology and market positioning move with no immediate impact on component supply, pricing, or availability.
Automotive RGB LEDsams OSRAM GmbH, DOMINANT Opto Technologies Sdn BhdSemiconductor TodayPartnership/M&A
00:06Impact score 10
South Korea’s RFHIC invests in epiwafer supplier SweGaN
South Korean GaN RF component maker RFHIC has made an equity investment in Swedish GaN epiwafer supplier SweGaN, forming a strategic partnership focused on joint R&D and new product development. This move aims to strengthen RFHIC's supply chain and technology base for its components used in wireless comms, defense, and RF energy. Neutral: This is a long-term strategic alignment with no immediate impact on component supply, pricing, or inventory.
GaN epiwaferGaN RFSweGaN AB, RFHIC CorpSemiconductor TodayPartnership/M&A

Mon, Apr 15

23:56Impact score 10
Infineon receives ‘GaN Strategic Partner of the Year’ award from Chicony
Chicony Power Technology has awarded Infineon Technologies as its 2023 'GaN Strategic Partner of the Year'. This highlights a strengthening supply chain relationship in the GaN power semiconductor segment. Neutral: This is a recognition of an existing partnership with no immediate, quantifiable impact on supply, demand, or pricing for traders.
GaN Power SemiconductorsInfineon Technologies AG, Chicony Power Technology Co LtdSemiconductor TodayPartnership/M&A

Fri, Apr 12

19:09Impact score 45
Coherent secures $15m in CHIPS Act funding via CLAWS Hub
Coherent Corp has secured $15 million in funding from the CHIPS Act via the DoD's CLAWS Hub initiative. This funding is part of a $2 billion DoD program aimed at strengthening the US semiconductor supply chain, particularly for defense applications. Watch: This signals increased government investment in domestic supply chain resilience, which could benefit Coherent's material and component production capacity over the long term.
Semiconductor MaterialsLaser ComponentsCoherent CorpSemiconductor TodayPolicy/Regulation

Tue, Apr 9

18:01Impact score 15
Innoscience refutes Infineon’s US lawsuit alleging patent infringement
Innoscience has publicly refuted patent infringement allegations made by Infineon Technologies in a recent US lawsuit targeting three of its entities. The lawsuit centers on Gallium Nitride-on-Silicon (GaN-on-Si) power semiconductor technology, a key growth segment.
关注
This legal action introduces potential supply chain and market access uncertainty for Innoscience's GaN products in the US, which could benefit competitors if prolonged.
GaN-on-Si Power DevicesInnoscience, Infineon TechnologiesSemiconductor Today
16:35Impact score 15
EPC9192 Class-D audio reference design enables high power and efficiency
EPC has launched the EPC9192 reference design for Class-D audio amplifiers, showcasing its 200V EPC2307 eGaN FETs to deliver 700W per channel. This is a technology demonstration aimed at promoting the adoption of GaN FETs in high-power audio applications. Neutral: This is a standard product launch with no immediate impact on supply, demand, or pricing for the underlying GaN components.
GaN FETsClass-D Audio AmplifiersEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch

Mon, Apr 8

19:13Impact score 10
Aixtron receives Gold Supplier Award from BOE HC SemiTek
Deposition equipment maker Aixtron SE received a Gold Supplier Award from BOE HC SemiTek for their long-term collaboration on micro-LED technology, specifically focusing on 150mm GaN and AsP materials. The partnership, spanning over 19 years, highlights ongoing R&D efforts in advanced display manufacturing. Neutral: This is a recognition of a long-standing technical partnership with no immediate, quantifiable impact on supply, demand, or pricing for electronic components.
Micro-LEDGaN-on-SiGaAsAixtron SE, BOE HC SemiTekSemiconductor TodayTechnical
18:42Impact score 10
Adtran and Vertilas unveil first ultra-low-power 100G PAM4 single-mode VCSEL technology
Adtran and Vertilas announced a new 100G PAM4 single-mode VCSEL technology at OFC 2024, claiming up to 80% lower power consumption for transmit optics and capabilities scaling to 1.6Tb/s. This represents an R&D milestone for next-generation, power-efficient optical interconnects. The announcement is a long-term technology development with no immediate impact on component supply, pricing, or trading dynamics.
VCSELOptical TransceiversAdtran Inc, Vertilas GmbHSemiconductor TodayTechnical
17:53Impact score 15
US Patent Office reviewing validity of two EPC patents asserted against Innoscience
The USPTO has agreed to review the validity of two EPC patents asserted against Innoscience, stating there is a 'reasonable likelihood' Innoscience would prevail on at least one claim. This is part of an ongoing patent dispute between the two GaN-on-Si power semiconductor firms.
关注
A ruling in favor of Innoscience could reduce supply chain legal risks for its customers and potentially increase competitive pressure on pricing, but no immediate direct price impact is confirmed.
GaN-on-Si Power DevicesInnoscience (Zhuhai) Technology Co Ltd, Efficient Power Conversion Corp (EPC)Semiconductor TodayPolicy/Regulation

Thu, Apr 4

20:18Impact score 10
Silicon Carbide Innovation Alliance launched by Penn State University
Penn State University launched the Silicon Carbide Innovation Alliance (SCIA), a coalition focused on establishing a U.S. hub for SiC crystal R&D and workforce training. This initiative is backed by industry and government support, aiming to bolster domestic SiC technology capabilities. Neutral: This is a long-term R&D and talent development effort with no immediate impact on SiC wafer supply, pricing, or trading dynamics.
SiC WafersSiC SubstratesSemiconductor TodayTechnical
16:44Impact score 15
EPC Space launches rad-hard GaN gate driver IC
EPC Space has launched the EPC7009L16SH, a radiation-hardened gallium nitride gate driver IC for aerospace and defense applications. The product is built on EPC's proprietary eGaN IC technology and targets a niche, high-reliability market segment. Neutral: This is a specialized product launch with no immediate, broad impact on commercial semiconductor supply, demand, or pricing.
Radiation-Hardened GaN Gate Driver ICEPC Space LLCSemiconductor TodayProduct Launch
00:23Impact score 10
BluGlass closes share purchase plan, adding $5.87m to $4.3m placement
BluGlass Ltd closed a share purchase plan, raising A$5.87 million, following a prior placement of A$4.3 million. The funds are intended to accelerate the development and commercialization of its proprietary RPCVD GaN laser diode technology. Neutral: This is a company-specific R&D funding event with no immediate, direct impact on component supply, demand, or pricing for traders.
GaN Laser DiodesBluGlass LtdSemiconductor TodayTechnical

Tue, Apr 2

19:12Impact score 10
Celestial AI closes $175m Series C funding round
Celestial AI, a startup developing optical interconnect technology for AI accelerators, has raised $175 million in a Series C funding round led by USIT, with participation from AMD Ventures and Samsung Catalyst. This funding will be used to advance its Photonic Fabric technology, which aims to address memory bandwidth bottlenecks in AI systems. Neutral: This is a long-term R&D milestone for a private company with no immediate impact on component supply, pricing, or trader inventory decisions.
AI AcceleratorOptical InterconnectCelestial AISemiconductor Today

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, Apr 24

Vishay selects Aixtron’s G10-SiC multi-wafer batch technology

Rio Tinto awards Missouri S&T $875,000 to research recovering gallium and germanium from copper refining waste

Tue, Apr 23

UK’s CSA Catapult and Sarawak’s SMD sign MoU

Mon, Apr 22

ZSW and First Solar partner on thin-film PV research

Fri, Apr 19

Virtual Forest adopts Navitas’ GaNFast for 2250W solar-powered irrigation pump

Thu, Apr 18

Vishay launches 440mcd blue and 2300mcd true green surface-mount LEDs in MiniLED package

TriEye and Vertilas demo 1.3µm VCSEL-driven SWIR sensing solutions

Tue, Apr 16

ams OSRAM and DOMINANT collaborate to advance automotive ambient lighting

South Korea’s RFHIC invests in epiwafer supplier SweGaN

Mon, Apr 15

Infineon receives ‘GaN Strategic Partner of the Year’ award from Chicony

Fri, Apr 12

Coherent secures $15m in CHIPS Act funding via CLAWS Hub

Tue, Apr 9

Innoscience refutes Infineon’s US lawsuit alleging patent infringement

EPC9192 Class-D audio reference design enables high power and efficiency

Mon, Apr 8

Aixtron receives Gold Supplier Award from BOE HC SemiTek

Adtran and Vertilas unveil first ultra-low-power 100G PAM4 single-mode VCSEL technology

US Patent Office reviewing validity of two EPC patents asserted against Innoscience

Thu, Apr 4

Silicon Carbide Innovation Alliance launched by Penn State University

EPC Space launches rad-hard GaN gate driver IC

BluGlass closes share purchase plan, adding $5.87m to $4.3m placement

Tue, Apr 2

Celestial AI closes $175m Series C funding round

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