NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Feb 16

16:31Impact score 8
BluGlass and Applied Energetics sign MoU to collaborate
BluGlass Ltd has signed a memorandum of understanding (MoU) to collaborate with Applied Energetics Inc on its GaN distributed feedback (DFB) lasers for next-generation military and commercial systems. The partnership focuses on integrating BluGlass's proprietary RPCVD technology into Applied Energetics' advanced photonics platforms. This is a long-term R&D milestone with no immediate impact on the commercial GaN component supply, demand, or pricing.
GaN Laser DiodesBluGlass Ltd, Applied Energetics IncSemiconductor TodayTechnical

Thu, Feb 15

21:24Impact score 15
Infineon highlights power solutions portfolio at APEC 2024
Infineon showcased its broad portfolio of power semiconductor solutions, including SiC and GaN, at APEC 2024. The presentation focused on technology demonstrations and product capabilities for efficiency and power density. This is a standard product launch with no immediate, specific impact on supply, demand, or pricing for traders.
SiC Power DevicesGaN Power DevicesIGBTInfineon Technologies AGSemiconductor TodayProduct Launch

Wed, Feb 14

17:45Impact score 15
EPC GaN FETs deliver power density and efficiency for computing, industrial and consumer DC/DC converters
Efficient Power Conversion (EPC) has announced new reference designs featuring its GaN FETs paired with Analog Devices controllers, targeting DC/DC converters in computing, industrial, and consumer applications. This is a routine product launch showcasing improved power density and efficiency, typical of ongoing technology evolution in power semiconductors. Neutral: This is a standard product update with no immediate impact on supply, demand, or pricing for existing components.
GaN FETsPower Management ICsEfficient Power Conversion Corp, Analog Devices IncSemiconductor TodayProduct Launch
17:29Impact score 15
EPC Space launches first rad-hard GaN power stage IC
EPC Space has launched the EPC7011L7SH, a 50V/6A radiation-hardened GaN power stage IC for space applications. This is a niche product launch targeting the specialized, low-volume, and high-reliability space electronics market. Neutral: This announcement has no immediate impact on the broader commercial semiconductor supply, demand, or pricing relevant to traders.
GaN Power ICRadiation-Hardened ICEPC Space LLCSemiconductor TodayProduct Launch

Tue, Feb 13

17:39Impact score 10
BluGlass secures $4.3m via share placement, and launches share purchase plan offer to raise up to $9m
BluGlass Ltd has raised $4.3 million via a share placement at $0.037 per share and launched a share purchase plan aiming for up to $9 million total. The funds are intended to support the development and commercialization of its proprietary RPCVD-based GaN laser diode technology. Neutral: This capital raise is a routine financial event for a small R&D firm and has no direct, immediate impact on GaN component supply, demand, or pricing for traders.
GaN Laser DiodesBluGlass LtdSemiconductor TodayFinancial/Earnings

Mon, Feb 12

18:04Impact score 60
Lumentum’s quarterly revenue falls 27.5% to $366.8m
Lumentum reported fiscal Q2 2024 revenue of $366.8M, down 27.5% YoY but up 15.5% sequentially, beating guidance. The sequential growth was significantly boosted by strong shipments of 800G transceivers for AI platforms from its recent acquisition of Cloud Light Technology. Watch: Mixed signals with weak overall telecom demand but surging AI-related optical component demand from data centers.
800G Optical TransceiversOptical ComponentsLumentum Holdings Inc, Cloud Light Technology LtdSemiconductor TodayFinancial/Earnings

Tue, Feb 6

00:01Impact score 15
VMAX using Infineon’s CoolSiC hybrid discrete with TRENCHSTOP 5 Fast-Switching IGBT and CoolSiC Schottky diode
Infineon announced that its new CoolSiC hybrid discrete, combining a TRENCHSTOP 5 IGBT and a CoolSiC Schottky diode in a D2PAK package, has been selected by Chinese power electronics maker VMAX for its next-generation 6.6kW on-board chargers. This represents a design win for Infineon's latest power semiconductor technology in the competitive new energy vehicle market. Neutral: This is a standard product launch and design win announcement with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
IGBTSiC Schottky DiodePower DiscreteInfineon Technologies AGSemiconductor TodayProduct Launch

Wed, Jan 31

04:56Impact score 10
JEDEC publishes guidelines for reverse-bias reliability evaluation of GaN power conversion devices
JEDEC has published the JEP198 guideline, a free standard for reverse-bias reliability evaluation of Gallium Nitride (GaN) power conversion devices. The standard was developed by a subcommittee whose membership has grown from 23 to over 80 companies since 2017. Neutral: This is a long-term industry standardization effort aimed at improving quality and reliability, but it does not signal any immediate change in supply, demand, or pricing for GaN components.
GaN Power DevicesSemiconductor TodayTechnical
00:37Impact score 15
Luminus launches its first laser products
Luminus Devices has expanded its portfolio by launching its first green and blue laser products targeting applications like entertainment lighting and biometric monitoring. This move represents a diversification for a company traditionally focused on LED and solid-state lighting. Neutral: The launch of a new, niche product line by a single supplier is unlikely to materially impact broader semiconductor supply, demand, or pricing in the near term.
laser diodesLuminus Devices IncSemiconductor TodayProduct Launch

Tue, Jan 30

17:53Impact score 8
Silvaco joins GaN Valley ecosystem
EDA software provider Silvaco has joined the GaN Valley ecosystem to support the development of gallium nitride power device designs using its Victory TCAD platform. This is a long-term R&D initiative focused on improving design efficiency for next-generation power semiconductors. Neutral: This is a background technology development with no immediate impact on component supply, pricing, or trader decisions.
GaN Power DevicesSemiconductor TodayTechnical

Fri, Jan 26

17:38Impact score 10
KYOCERA SLD Laser demos high-speed underwater wireless optical communication and custom GaN laser capabilities
KYOCERA SLD Laser demonstrated high-speed underwater wireless optical communication and custom GaN laser chip capabilities at SPIE Photonics West 2024. The event showcases ongoing R&D in GaN laser technology for applications like automotive and specialty lighting. Neutral: This is a technology demonstration with no immediate, quantifiable impact on semiconductor supply, demand, or pricing for traders.
GaN-based laser diodesKYOCERA SLD Laser IncSemiconductor TodayTechnical
02:27Impact score 10
Navitas and SHINRY open joint R&D power lab
Navitas Semiconductor and Chinese power supply manufacturer SHINRY have opened a joint R&D lab focused on power systems for new energy vehicles using GaN technology. The partnership aims to accelerate development for SHINRY's automotive clients, including BYD and Hyundai. Neutral: This is a long-term R&D collaboration with no immediate impact on component supply, pricing, or production capacity.
GaN Power ICsSiC Power SemiconductorsNavitas Semiconductor CorpSemiconductor TodayPartnership/M&A

Thu, Jan 25

20:49Impact score 20
Phlux unveils Noiseless InGaAs APDs as first products
Phlux Technology has launched its first commercial products, the Aura family of 1550nm infrared sensors, claiming they are 12x more sensitive than traditional InGaAs APDs. The company, spun out from Sheffield University, positions these as drop-in replacements for existing components in LiDAR and optical test equipment. Neutral: This is a new entrant's product launch with potential long-term demand implications for niche sensor markets, but no immediate, direct impact on trading prices or supply of established components.
InGaAs APDAvalanche PhotodiodePhlux TechnologySemiconductor TodayProduct Launch

Wed, Jan 24

17:43Impact score 25
Mitsubishi Electric to sample new J3-Series SiC and silicon power modules
Mitsubishi Electric announced six new J3-Series power modules for xEV inverters, featuring SiC MOSFET or silicon RC-IGBT technology, with sample shipments starting March 25. This launch expands the company's portfolio for the growing electric vehicle market. Neutral: This is a standard product launch with no immediate impact on supply, demand, or pricing of existing power semiconductors.
SiC MOSFETRC-IGBTPower ModuleMitsubishi Electric CorpSemiconductor TodayProduct Launch

Tue, Jan 23

23:49Impact score 15
Porotech and Powerchip partner on mass producing 200mm GaN-on-Si micro-LEDs for displays
Fabless firm Porotech and Taiwanese foundry PSMC have announced a partnership for mass production of 200mm GaN-on-Si micro-LEDs for displays. The collaboration aims to leverage Porotech's porous GaN material technology with PSMC's manufacturing capacity. Neutral: This is a long-term R&D and production agreement with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN-on-Simicro-LEDPowerchip Semiconductor Manufacturing Corp (PSMC)Semiconductor TodayTechnical

Fri, Jan 19

21:45Impact score 10
Nichia’s blue and green laser diodes receive Scientific and Technical Award from Academy of Motion Picture
Nichia Corp's blue and green laser diode technology received a Scientific and Technical Award from the Academy of Motion Picture Arts & Sciences. This is a recognition of its role in enabling high-brightness laser projection systems used in cinemas. Neutral: This is a prestige award with no direct, immediate impact on supply, demand, or pricing for the components.
GaN Laser DiodesNichia CorpSemiconductor TodayTechnical
03:23Impact score 15
Coherent launches VCSEL-based illumination module platform for short- and mid-range LiDAR in automotive safety and industrial robotic vision
Coherent Corp has launched a new VCSEL-based illumination module platform targeting short- and mid-range LiDAR applications in automotive safety and industrial robotics. This is a product introduction aimed at capturing growth in the automotive and industrial vision markets. Neutral: The launch is a technology development with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
VCSELLiDAR ComponentsCoherent CorpSemiconductor TodayProduct Launch

Thu, Jan 18

00:45Impact score 10
NREL awards $1.8m in second round of contracts for Cadmium Telluride Accelerator Consortium
The US National Renewable Energy Laboratory (NREL) has awarded $1.8 million to fund seven projects under the Cadmium Telluride Accelerator Consortium (CTAC), aimed at advancing CdTe solar panel technology. This is a government-backed R&D initiative focused on improving efficiency and reducing costs for this specific photovoltaic material. Neutral: This is a long-term research funding announcement with no immediate impact on semiconductor supply, demand, or pricing for traders.
Cadmium Telluride (CdTe)Semiconductor TodayTechnical

Wed, Jan 17

19:34Impact score 15
Tower collaborates with Renesas to manufacture SiGe-based beam-forming ICs
Tower Semiconductor announced a collaboration with Renesas to manufacture SiGe-based beam-forming ICs using Tower's SiGe BiCMOS process. Renesas' beam-forming products have secured design wins in 5G, satellite communications, and aerospace & defense markets. Neutral: This is a long-term technology partnership with no immediate impact on component supply, pricing, or inventory for traders.
SiGe BiCMOSBeam-forming ICsTower Semiconductor Ltd., Renesas Electronics CorporationSemiconductor TodayTechnical
17:41Impact score 10
SweGaN appoints Stefan Axelsson as CFO and Anders Lundskog as R&D manager
Swedish GaN-on-SiC wafer specialist SweGaN has appointed Stefan Axelsson as CFO and Anders Lundskog as R&D manager. The appointments are part of internal management restructuring to strengthen financial and research capabilities. This has no immediate impact on GaN-on-SiC wafer supply, pricing, or trading dynamics.
GaN-on-SiC Epitaxial WafersSweGaN ABSemiconductor TodayTechnical

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, Feb 16

BluGlass and Applied Energetics sign MoU to collaborate

Thu, Feb 15

Infineon highlights power solutions portfolio at APEC 2024

Wed, Feb 14

EPC GaN FETs deliver power density and efficiency for computing, industrial and consumer DC/DC converters

EPC Space launches first rad-hard GaN power stage IC

Tue, Feb 13

BluGlass secures $4.3m via share placement, and launches share purchase plan offer to raise up to $9m

Mon, Feb 12

Lumentum’s quarterly revenue falls 27.5% to $366.8m

Tue, Feb 6

VMAX using Infineon’s CoolSiC hybrid discrete with TRENCHSTOP 5 Fast-Switching IGBT and CoolSiC Schottky diode

Wed, Jan 31

JEDEC publishes guidelines for reverse-bias reliability evaluation of GaN power conversion devices

Luminus launches its first laser products

Tue, Jan 30

Silvaco joins GaN Valley ecosystem

Fri, Jan 26

KYOCERA SLD Laser demos high-speed underwater wireless optical communication and custom GaN laser capabilities

Navitas and SHINRY open joint R&D power lab

Thu, Jan 25

Phlux unveils Noiseless InGaAs APDs as first products

Wed, Jan 24

Mitsubishi Electric to sample new J3-Series SiC and silicon power modules

Tue, Jan 23

Porotech and Powerchip partner on mass producing 200mm GaN-on-Si micro-LEDs for displays

Fri, Jan 19

Nichia’s blue and green laser diodes receive Scientific and Technical Award from Academy of Motion Picture

Coherent launches VCSEL-based illumination module platform for short- and mid-range LiDAR in automotive safety and industrial robotic vision

Thu, Jan 18

NREL awards $1.8m in second round of contracts for Cadmium Telluride Accelerator Consortium

Wed, Jan 17

Tower collaborates with Renesas to manufacture SiGe-based beam-forming ICs

SweGaN appoints Stefan Axelsson as CFO and Anders Lundskog as R&D manager

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