NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Dec 1

18:46Impact score 25
ROHM launches 120W high-power laser diode for LiDAR
ROHM has launched the RLD90QZW8, a 120W high-power laser diode targeting LiDAR applications in industrial and consumer markets. The launch represents a technology advancement for distance measurement and spatial recognition systems. Neutral: This is a standard product introduction with no immediate, quantifiable impact on supply, demand, or pricing for existing electronic components.
Laser DiodeROHMSemiconductor TodayProduct Launch
17:30Impact score 15
Spirox and Southport launch first non-destructive SiC defect inspection system
Spirox Corp and its subsidiary Southport Corp have launched the JadeSiC-NK, a non-destructive defect inspection system for SiC substrates, which is estimated to save a manufacturer with 100 furnaces $7.68 million annually by replacing destructive KOH etching. This technology aims to increase production yields and reduce costs in the SiC substrate manufacturing process. Neutral: While this improves manufacturing efficiency, it is a long-term process enhancement with no immediate, direct impact on spot market pricing or supply/demand balance for traders.
SiC SubstratesSpirox Corp, Southport CorpSemiconductor TodayTechnical

Thu, Nov 30

19:43Impact score 22
Nexperia launches discrete 1200 V devices as its first silicon carbide MOSFETs
Nexperia has launched its first silicon carbide MOSFETs, introducing two 1200V discrete devices in TO-247 packages with RDS(on) values of 40mΩ and 80mΩ. This marks the company's entry into the competitive SiC power device market, expanding its portfolio beyond traditional silicon-based discretes. Neutral: This product launch adds a new supplier to the SiC market but does not indicate an immediate shift in supply, demand, or pricing for existing components.
SiC MOSFETNexperiaSemiconductor TodayProduct Launch

Wed, Nov 29

20:02Impact score 15
Sivers receives $1m in orders for advanced optical sensing in LiDAR, medical and industrial applications
Sivers Semiconductors' subsidiary Sivers Photonics received $1 million in new orders for advanced optical sensing products from three customers across LiDAR, medical, and industrial sectors. The orders are for its integrated laser and detector technology platforms. Neutral: This is a small, company-specific order win with no immediate, material impact on the broader supply, demand, or pricing dynamics of optical components relevant to traders.
Optical Sensing ComponentsLiDAR ComponentsSivers Semiconductors ABSemiconductor TodayProduct Launch

Tue, Nov 28

22:32Impact score 58
Navitas’ revenue grows 22% sequentially in Q3
Navitas Semiconductor reported Q3 2023 revenue of $22 million, a 22% sequential increase and 115% year-over-year growth, partly driven by its acquisition of GeneSiC Semiconductor. The strong growth indicates robust demand for GaN and SiC power semiconductors in end markets like EVs and renewables. Watch: The sustained high growth rate signals strong underlying demand, but traders should monitor for signs of inventory normalization or supply chain adjustments that could impact pricing.
GaN Power ICsSiC Power SemiconductorsNavitas Semiconductor Corp, GeneSiC Semiconductor IncSemiconductor TodayFinancial/Earnings
17:31Impact score 10
OIPT wins orders for ALE and ALD systems from Japanese GaN HEMT foundries
Oxford Instruments Plasma Technology (OIPT) has received significant orders for plasma ALD and ALE systems from multiple leading Japanese GaN HEMT foundries. The systems are intended to support production for high-growth markets including consumer fast-charging, data centers, and 5G/6G communications. Neutral: This represents a long-term capacity expansion for GaN production equipment, with no immediate impact on component supply, pricing, or inventory levels for traders.
GaN HEMTGaN Power ElectronicsGaN RFOxford Instruments Plasma TechnologySemiconductor TodayTechnical

Thu, Nov 23

17:36Impact score 5
MACOM announces passing of chairman John Ocampo
MACOM Technology Solutions announced the passing of its board chairman, John Ocampo. The company is a key supplier of RF, microwave, and photonic semiconductor components. Neutral: This leadership event has no immediate, direct impact on component supply, pricing, or trading dynamics.
Analog RFMicrowaveMillimeter-waveMACOM Technology Solutions Inc.Semiconductor Today

Wed, Nov 22

23:22Impact score 15
Nichia adds in-house production of red laser chips to production of blue and green
Nichia Corp has commenced in-house production of a high-power red laser diode chip, with packaged products containing the chip slated for sale starting Spring 2024. This move vertically integrates its laser diode portfolio, which already includes blue and green lasers. Neutral: This is a long-term technology and capacity development with no immediate, quantifiable impact on supply, demand, or pricing for traders.
Red Laser Diode ChipNichia CorpSemiconductor TodayProduct Launch
00:52Impact score 10
Aixtron to deliver G10-GaN MOCVD system to BelGaN by end-2023
Aixtron SE will deliver its new G10-GaN MOCVD system to Belgian open foundry BelGaN by the end of 2023, starting in an 8x150mm wafer configuration. The move supports BelGaN's expansion into the automotive-qualified GaN market. Neutral: This is a long-term capacity enabler for a specialized foundry, with no immediate impact on component supply, pricing, or trader inventory levels.
GaN-on-Si Power SemiconductorsAixtron SE, BelGaNSemiconductor TodayTechnical

Tue, Nov 21

00:18Impact score 15
onsemi opens systems application lab for EVs in Europe
onsemi has opened a new systems application lab in Slovakia focused on developing and testing silicon and silicon carbide solutions for electric vehicles and energy infrastructure. This move aims to strengthen collaboration with automotive OEMs and Tier-1 suppliers in the European market. Neutral: This is a long-term R&D investment with no immediate impact on component supply, pricing, or trader inventory decisions.
SiC Power ModulesIGBTsPower SemiconductorsonsemiSemiconductor TodayTechnical
00:08Impact score 10
Q-Pixel joins Silicon Catalyst to accelerate full-color micro-LED display development
Fabless micro-LED display developer Q-Pixel has joined the Silicon Catalyst incubator to accelerate its full-color micro-LED technology development. This is an early-stage R&D milestone for a niche display component. Neutral: This has no immediate impact on supply, demand, or pricing for mainstream electronic components.
Micro-LEDQ-Pixel IncSemiconductor TodayTechnical

Mon, Nov 20

22:03Impact score 25
Infineon adds 62mm package to CoolSiC 1200V and 2000V MOSFET module families
Infineon has expanded its CoolSiC 1200V and 2000V MOSFET module families by adding a new 62mm industry-standard package based on its M1H technology. This move targets mid-power applications from 250kW upwards, enabling SiC to replace IGBTs in sectors like solar, EV charging, and energy storage. Neutral: This is a standard product line extension that may gradually increase demand for Infineon's SiC modules but does not constitute an immediate supply shock or price catalyst.
SiC MOSFETInfineon Technologies AGSemiconductor TodayProduct Launch
18:34Impact score 10
BluGlass to receive full $7.3m R&D rebate from Australian Taxation Office
BluGlass Ltd has received confirmation for a full $7.3 million R&D tax rebate from the Australian Taxation Office for FY2023 activities across its Australian and US facilities, with funds expected within 10 business days. The rebate supports the company's development of GaN blue laser diodes using its proprietary RPCVD technology. Neutral: This is a company-specific financial event with no immediate, direct impact on the supply, demand, or pricing of electronic components for traders.
GaN Laser DiodesBluGlass LtdSemiconductor TodayTechnical

Thu, Nov 16

17:51Impact score 15
Transphorm and Allegro team up to increase GaN power system performance for high-power applications
Transphorm and Allegro MicroSystems announced a collaboration combining Transphorm's SuperGaN FETs with Allegro's AHV85110 isolated gate driver to target high-power GaN system designs. This partnership aims to improve performance and adoption of GaN in applications like data centers and industrial systems. Neutral: This is a long-term technology development with no immediate, quantifiable impact on supply, demand, or pricing for electronic components.
GaN FETsGate DriversTransphorm Inc, Allegro MicroSystems IncSemiconductor TodayTechnical
02:16Impact score 15
NUBURU wins purchase order from multi-national electronics manufacturer
NUBURU Inc. has received a purchase order from a multi-national electronics manufacturer to supply its BL-250 high-power blue laser system for use in manufacturing next-generation 3C devices. This represents a design win for NUBURU's industrial laser technology within a major electronics supply chain. Neutral: This is a company-specific development with no immediate, broad impact on semiconductor component supply, demand, or pricing.
Industrial Blue LasersNUBURU IncSemiconductor TodayProduct Launch

Wed, Nov 15

22:17Impact score 15
Marktech launches 235nm and 255nm UVC LEDs
Marktech Optoelectronics has launched new 235nm and 255nm UVC LEDs, sourced from Silanna UV, in various SMD and TO-can packages. This represents a technology advancement in the deep-UV LED segment for applications like disinfection and sensing. Neutral: This is a standard product launch with no immediate indication of supply constraints or demand shifts that would impact trading for existing, mainstream electronic components.
UVC LEDMarktech Optoelectronics Inc, Silanna UVSemiconductor TodayProduct Launch

Tue, Nov 14

22:29Impact score 10
OKI develops GaN lifting-off/bonding technology on Shin-Etsu’s QST substrates
Oki Electric, in collaboration with Shin-Etsu Chemical, has developed a CFB technology to lift off GaN functional layers from QST substrates and bond them to other materials. This R&D milestone aims to improve GaN device performance and manufacturing flexibility by separating the epitaxial layer from the growth substrate. Neutral: This is a long-term process development with no immediate impact on GaN wafer or device supply, pricing, or trader inventory decisions.
GaN-on-Si Power DevicesGaN HEMTOki Electric Industry Co Ltd, Shin-Etsu Chemical Co LtdSemiconductor TodayTechnical

Mon, Nov 13

18:37Impact score 10
Mitsubishi Electric and Nexperia to co-develop SiC power semiconductors
Mitsubishi Electric and Nexperia announced a strategic partnership to co-develop silicon carbide (SiC) power semiconductors, with Mitsubishi supplying SiC MOSFET chips for Nexperia's discrete devices. This collaboration aims to leverage Mitsubishi's wide-bandgap technology to address the growing power electronics market. Neutral: This is a long-term R&D agreement with no immediate impact on supply, pricing, or inventory of existing components.
SiC MOSFETSiC DiscreteMitsubishi Electric Corp, Nexperia B.V.Semiconductor TodayPartnership/M&A
17:18Impact score 15
ams OSRAM’s third generation of OSLON Submount PL LEDs boosts brightness in automotive forward lighting
ams OSRAM has launched the third generation of its OSLON Submount PL LEDs, offering higher brightness for automotive forward lighting. This is a routine product refresh aimed at improving performance for car manufacturers. Neutral: This is a standard technology iteration with no immediate, direct impact on supply, demand, or pricing for traders.
Automotive LEDams OSRAM GmbHSemiconductor TodayProduct Launch

Thu, Nov 9

17:35Impact score 8
Ascent’s CIGS technology achieves specific power 1900W/kg at AM0
Ascent Solar Technologies reports its latest CIGS thin-film photovoltaic technology has achieved a specific power of 1900W/kg under AM0 (space) conditions, significantly exceeding the 100-400W/kg range of current crystalline solar cells used in space. This is an R&D milestone for lightweight, flexible solar modules targeting aerospace and niche applications. Neutral: This is a long-term technology development with no immediate impact on semiconductor supply, demand, or pricing for mainstream electronic components.
CIGS Thin-Film PVAscent Solar Technologies IncSemiconductor 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, Dec 1

ROHM launches 120W high-power laser diode for LiDAR

Spirox and Southport launch first non-destructive SiC defect inspection system

Thu, Nov 30

Nexperia launches discrete 1200 V devices as its first silicon carbide MOSFETs

Wed, Nov 29

Sivers receives $1m in orders for advanced optical sensing in LiDAR, medical and industrial applications

Tue, Nov 28

Navitas’ revenue grows 22% sequentially in Q3

OIPT wins orders for ALE and ALD systems from Japanese GaN HEMT foundries

Thu, Nov 23

MACOM announces passing of chairman John Ocampo

Wed, Nov 22

Nichia adds in-house production of red laser chips to production of blue and green

Aixtron to deliver G10-GaN MOCVD system to BelGaN by end-2023

Tue, Nov 21

onsemi opens systems application lab for EVs in Europe

Q-Pixel joins Silicon Catalyst to accelerate full-color micro-LED display development

Mon, Nov 20

Infineon adds 62mm package to CoolSiC 1200V and 2000V MOSFET module families

BluGlass to receive full $7.3m R&D rebate from Australian Taxation Office

Thu, Nov 16

Transphorm and Allegro team up to increase GaN power system performance for high-power applications

NUBURU wins purchase order from multi-national electronics manufacturer

Wed, Nov 15

Marktech launches 235nm and 255nm UVC LEDs

Tue, Nov 14

OKI develops GaN lifting-off/bonding technology on Shin-Etsu’s QST substrates

Mon, Nov 13

Mitsubishi Electric and Nexperia to co-develop SiC power semiconductors

ams OSRAM’s third generation of OSLON Submount PL LEDs boosts brightness in automotive forward lighting

Thu, Nov 9

Ascent’s CIGS technology achieves specific power 1900W/kg at AM0

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