NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Jan 17

17:40Impact score 15
Infineon’s CoolGaN enables OMRON’s new V2X charging systems
Infineon has partnered with OMRON to supply its CoolGaN power solutions for a new, compact V2X charging system in Japan. This collaboration highlights the ongoing adoption of GaN technology in power electronics for electric vehicles and renewable energy infrastructure. Neutral: This is a specific design win for Infineon's GaN portfolio but does not indicate a near-term shift in broader supply, demand, or pricing for power semiconductors.
GaN Power DevicesPower SemiconductorsInfineon Technologies AGSemiconductor TodayProduct Launch

Mon, Jan 15

19:35Impact score 45
BluGlass completes acquisition of GaNWorks
BluGlass Ltd has completed its acquisition of contract manufacturer GaNWorks Foundry Inc, integrating core GaN wafer processing equipment into its Silicon Valley laser fab. This vertical integration aims to secure supply and scale production of its proprietary RPCVD-based blue laser diodes.
利多
Consolidation could tighten supply for specialized GaN laser components, but the trading impact on broader GaN markets remains uncertain pending production ramp.
GaN Laser DiodesGaN WafersBluGlass Ltd, GaNWorks Foundry IncSemiconductor TodayPartnership/M&A
18:16Impact score 8
Mojo Vision integrates RGB micro-LED sub-pixels into single panel
Mojo Vision has demonstrated a proof-of-concept integrating 1.3μm RGB micro-LED sub-pixels, including red/green QD-based and native blue, onto a single panel. This is an R&D milestone aimed at enabling high-performance micro-LED displays for future AR applications. Neutral: This is a long-term technology development with no immediate impact on component supply, pricing, or trader decisions.
micro-LEDQuantum DotsMojo VisionSemiconductor TodayTechnical

Sat, Jan 13

00:51Impact score 10
QPT wins ABB Power Density Start-up Challenge for Motor Drive Products
UK startup QPT won ABB's 2023 Power Density Start-up Challenge for its qGaN technology aimed at motor drive applications. The technology claims to solve RF and overheating issues to enable high-speed GaN operation for major power savings. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or inventory.
GaN Power SemiconductorsMotor DrivesQuantum Power Transformation (QPT)Semiconductor TodayTechnical
00:40Impact score 20
KYOCERA SLD Laser unveils automotive headlight modules and FiberLight grille assembly
KYOCERA SLD Laser unveiled its Laser-based Automotive Headlight Modules and FiberLight Grille Assemblies at CES 2024. The products are based on the company's GaN laser light source technology for automotive and mobility applications. Neutral: This is a product demonstration with no immediate, quantifiable impact on semiconductor supply, demand, or pricing for traders.
GaN-based Laser DiodeKYOCERA SLD Laser IncSemiconductor TodayProduct Launch

Fri, Jan 12

20:32Impact score 7
Ayar Labs’ board gains silicon industry veterans to accelerate growth
Ayar Labs, a silicon photonics interconnect startup, has added Microchip CEO Ganesh Moorthy and tech executive Craig Barratt to its board. This move signals the company's push to mature its technology and scale operations with experienced industry leadership. Neutral: This is a long-term strategic development with no immediate impact on component supply, demand, or pricing.
Silicon Photonics InterconnectAyar LabsSemiconductor TodayTechnical

Thu, Jan 11

00:50Impact score 0
Navitas names Janet Chou as executive VP, CFO & treasurer
Navitas Semiconductor has appointed Janet Chou as Executive Vice President, CFO, and Treasurer, effective upon the filing of its 2023 annual report expected at the end of February. This is a standard corporate governance change. Neutral.
GaN power ICSiC technologyNavitas SemiconductorSemiconductor TodayFinancial/Earnings
00:44Impact score 15
BluGlass secures first order for alpha prototype blue GaN DFB lasers
BluGlass Ltd has secured its first purchase order for alpha prototype blue gallium nitride (GaN) distributed feedback (DFB) lasers from an unnamed photonic technology pioneer. The order is for development purposes in defense, aviation, and scientific applications, representing a technical milestone for BluGlass's proprietary RPCVD technology. Neutral: This is a low-volume R&D milestone with no immediate impact on commercial supply, demand, or pricing for established electronic components.
GaN Laser DiodesBlue DFB LasersBluGlass LtdSemiconductor TodayTechnical

Wed, Jan 10

19:21Impact score 15
Luminus to bring Sanan’s SiC and GaN power semiconductors to Americas market
Sanan Semiconductor has appointed its sister company Luminus Devices as the exclusive sales channel for its SiC and GaN power semiconductors in the Americas. This move establishes a formal distribution channel for Sanan's wide-bandgap products in a key market. Neutral: This is a channel alignment within a corporate group, unlikely to immediately alter supply/demand dynamics or pricing for SiC/GaN components.
SiC MOSFETGaN HEMTSanan Semiconductor Co Ltd, Luminus Devices IncSemiconductor TodayPartnership/M&A

Tue, Jan 9

17:25Impact score 25
onsemi releases DC ultra-fast EV charging solutions to address critical barriers to adoption
onsemi announced the availability of nine new EliteSiC power integrated modules (PIMs) designed for DC ultra-fast EV chargers and energy storage systems. The launch aims to address barriers to EV adoption by enabling bidirectional charging capabilities. Neutral: This is a standard product launch that may incrementally support long-term SiC demand but does not signal an immediate supply constraint or price change for traders.
SiC Power ModulePIMonsemiSemiconductor TodayProduct Launch
02:36Impact score 25
Raytheon qualifies IQE North Carolina for defence components made in USA
IQE's North Carolina facility has been qualified by Raytheon to manufacture epitaxial wafers for advanced infrared sensing. This secures a high-value defense customer for IQE's advanced wafer technology.
关注
Strategic qualification for defense supply chain.
Infrared Sensing WafersEpitaxial WafersIQE plc, Raytheon and 3 totalSemiconductor TodayPartnership/M&A

Mon, Jan 8

22:35Impact score 10
GaN HEMTs on diamond demonstrates twice the heat dissipation of GaN-on-SiC
A research team from Osaka Metropolitan University has fabricated GaN HEMTs on a diamond substrate, demonstrating twice the heat dissipation of GaN-on-SiC. This is a laboratory-stage R&D achievement focused on improving thermal performance for high-power applications. Neutral: This is a long-term technology milestone with no immediate impact on commercial supply, pricing, or procurement decisions for existing GaN components.
GaN HEMTGaN-on-SiCGaN-on-DiamondSemiconductor TodayTechnical

Fri, Dec 22

17:47Impact score 12
ASU gains $17.5m as part of $100m state funding to boost semiconductor development in Arizona
The Arizona Commerce Authority has allocated $17.5 million to Arizona State University as part of a $100 million state fund to boost semiconductor development. The funding targets expansion of fan-out wafer-level packaging R&D and workforce training, and aims to establish a GaN manufacturing and research ecosystem. Neutral: This is a long-term R&D and workforce initiative with no immediate impact on component supply, pricing, or trading dynamics.
GaNFan-Out Wafer-Level PackagingSemiconductor TodayTechnical

Wed, Dec 20

17:42Impact score 5
Navitas holds 2023 Investor Day at official opening of new HQ
Navitas Semiconductor held an opening ceremony and investor day for its new headquarters in Torrance, CA. The event was promotional in nature, focusing on corporate milestones and future technology plans rather than immediate supply chain developments. No specific data on production, capacity, pricing, or inventory shifts relevant to traders was disclosed.
GaN Power ICsSiC Power SemiconductorsNavitas SemiconductorSemiconductor Today
05:09Impact score 10
NUBURU wins BlueScan order for coil and motor winding production
NUBURU Inc received a purchase order for its BlueScan laser solution from a leader in coil and motor winding systems for validation in automotive solenoid production. This represents a specific R&D application win for NUBURU's high-power blue laser technology. Neutral: This is a minor, company-specific development with no immediate, measurable impact on the broader semiconductor or electronic component supply, demand, or pricing.
Industrial LasersNUBURU IncSemiconductor TodayTechnical

Mon, Dec 18

17:24Impact score 15
Porotech partners with Foxconn to accelerate commercialization of micro-LED micro-display for AR applications
Fabless micro-LED developer Poro Technologies has entered a strategic partnership with Foxconn to accelerate the commercialization of micro-LED micro-displays for AR applications. The collaboration leverages Poro's porous GaN material technology and Foxconn's manufacturing scale. Neutral: This long-term R&D partnership has no immediate impact on component supply, pricing, or trader decisions.
micro-LED micro-displayPoro Technologies Ltd, Hon Hai Technology Group (Foxconn)Semiconductor TodayPartnership/M&A

Fri, Dec 15

23:47Impact score 8
A*STAR and centrotherm partner on 200mm silicon carbide technology
A*STAR's IME and centrotherm have partnered to integrate the latter's diffusion and annealing tools into IME's 200mm SiC R&D pilot line in Singapore. This collaboration aims to advance process technology for SiC power devices. The announcement is a long-term R&D milestone with no immediate impact on SiC wafer or device supply, pricing, or trader inventory decisions.
Silicon Carbide (SiC) Waferscentrotherm International AGSemiconductor TodayTechnical
19:39Impact score 10
CEA-Leti develops CMOS-compatible 200mm GaN-on-silicon process close to state-of-the-art GaN/SiC performance
CEA-Leti has developed a 200mm GaN-on-silicon process technology compatible with CMOS cleanrooms, aiming to match GaN/SiC performance at lower cost. This is a research milestone from a French R&D center, not a commercial production announcement. Neutral: This long-term R&D development has no immediate impact on GaN component supply, pricing, or trader decisions.
GaN-on-Si Power DevicesGaN-on-SiC Power DevicesSemiconductor TodayTechnical
02:26Impact score 15
Transphorm and Weltrend make available 100W USB-C PD power adapter reference design
Transphorm and Weltrend have released a reference design for a 100W USB-C PD adapter, achieving 92.7% efficiency using their SuperGaN SiP. This is a joint development showcasing application of their existing GaN and controller technology. Neutral: This is a standard product launch of a reference design, unlikely to cause immediate supply/demand shifts for the underlying components.
GaN FETsUSB PD ControllersTransphorm Inc, Weltrend Semiconductor IncSemiconductor TodayProduct Launch

Thu, Dec 14

23:44Impact score 20
Luminus expands UV LED wavelength options into UVC range
Luminus Devices has expanded its UV LED portfolio with the launch of its Gen2 XBT-3535 series, offering multiple UVC wavelengths including 265nm, 275nm, and 285nm. This move increases the supplier options in the specialized UVC LED market, which is used for disinfection and sensing. Neutral: This is a standard product line expansion that adds to available supply but does not indicate a fundamental shift in supply-demand dynamics for the broader LED component market.
UV LEDUVC LEDLuminus Devices 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
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PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Jan 17

Infineon’s CoolGaN enables OMRON’s new V2X charging systems

Mon, Jan 15

BluGlass completes acquisition of GaNWorks

Mojo Vision integrates RGB micro-LED sub-pixels into single panel

Sat, Jan 13

QPT wins ABB Power Density Start-up Challenge for Motor Drive Products

KYOCERA SLD Laser unveils automotive headlight modules and FiberLight grille assembly

Fri, Jan 12

Ayar Labs’ board gains silicon industry veterans to accelerate growth

Thu, Jan 11

Navitas names Janet Chou as executive VP, CFO & treasurer

BluGlass secures first order for alpha prototype blue GaN DFB lasers

Wed, Jan 10

Luminus to bring Sanan’s SiC and GaN power semiconductors to Americas market

Tue, Jan 9

onsemi releases DC ultra-fast EV charging solutions to address critical barriers to adoption

Raytheon qualifies IQE North Carolina for defence components made in USA

Mon, Jan 8

GaN HEMTs on diamond demonstrates twice the heat dissipation of GaN-on-SiC

Fri, Dec 22

ASU gains $17.5m as part of $100m state funding to boost semiconductor development in Arizona

Wed, Dec 20

Navitas holds 2023 Investor Day at official opening of new HQ

NUBURU wins BlueScan order for coil and motor winding production

Mon, Dec 18

Porotech partners with Foxconn to accelerate commercialization of micro-LED micro-display for AR applications

Fri, Dec 15

A*STAR and centrotherm partner on 200mm silicon carbide technology

CEA-Leti develops CMOS-compatible 200mm GaN-on-silicon process close to state-of-the-art GaN/SiC performance

Transphorm and Weltrend make available 100W USB-C PD power adapter reference design

Thu, Dec 14

Luminus expands UV LED wavelength options into UVC range

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