NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Aug 22

19:43Impact score 45
Wolfspeed selling RF business to MACOM for $125m
Wolfspeed has agreed to sell its RF semiconductor business to MACOM for approximately $125 million in a deal comprising $75 million cash and $50 million in MACOM stock. This divestment allows Wolfspeed to focus resources on its core silicon carbide power device business, while MACOM consolidates its position in the RF market. Watch: This strategic realignment could alter the competitive landscape and supply dynamics for RF components, particularly GaN-based RF devices, but the immediate price impact is uncertain.
RF SemiconductorsGaN RFWolfspeed Inc, MACOM Technology Solutions IncSemiconductor TodayPartnership/M&A

Fri, Aug 18

21:24Impact score 20
Spark Connected and Infineon unveil 500W industrial wireless charging module
Spark Connected and Infineon have launched a 500W industrial wireless charging module for robotics and e-mobility applications. This is a new product introduction targeting high-power industrial and mobility markets. Neutral: This is a niche product launch with no immediate, direct impact on semiconductor supply, demand, or pricing for traders.
Power SemiconductorsWireless Charging ICsInfineon Technologies AGSemiconductor TodayProduct Launch

Thu, Aug 17

16:41Impact score 8
UbiQD expands collaboration with First Solar on quantum dot-enhanced solar modules
UbiQD and First Solar have formalized a joint development agreement to explore incorporating fluorescent quantum dot technology into First Solar's CdTe thin-film solar modules, building on exploratory work begun in 2022. This collaboration focuses on early-stage R&D for potential future efficiency gains in a niche photovoltaic material. Neutral: This is a long-term R&D effort with no immediate impact on semiconductor supply, demand, or pricing relevant to electronic component traders.
Cadmium Telluride (CdTe)Quantum DotsFirst Solar Inc, UbiQD IncSemiconductor TodayTechnical
00:54Impact score 15
Infineon and Chicony Power collaborate on GaN-based PD3.1 notebook adapter
Infineon and Chicony Power are expanding their collaboration to develop new PD3.1 notebook adapters using GaN technology, aiming for higher efficiency and power density. This partnership focuses on product development rather than signaling a change in component supply or pricing. Neutral: This is a standard product roadmap announcement with no immediate, direct impact on component supply, demand, or pricing for traders.
GaN Power ICsPD Adapter ControllersInfineon Technologies AG, Chicony Power TechnologySemiconductor TodayPartnership/M&A

Wed, Aug 16

18:26Impact score 58
Transphorm quarterly revenue grows 14% year-on-year to $5.9m, boosted by Government contract revenue
Transphorm reported Q1 FY2024 revenue of $5.9 million, a 14.1% year-on-year increase and an 84% sequential jump, largely driven by a $2.9 million recognition from a new government contract under the NSTXL ECLIPSE project for GaN epiwafer manufacturing. The significant quarter-over-quarter growth is attributed to the timing of securing this specific government funding. Watch: The contract revenue provides near-term financial support and signals sustained government demand for GaN, but its impact on broader commercial market pricing and supply remains indirect.
GaN FETsGaN epiwafersTransphorm IncSemiconductor TodayFinancial/Earnings

Tue, Aug 15

20:48Impact score 10
POET creates optical interposer platform for 1.6T transceivers using 200G-per-lane technology
POET Technologies announced the development of an optical interposer platform for 1.6T transceivers using 200G-per-lane technology. This R&D milestone targets next-generation data center and AI network infrastructure. Neutral: This is a long-term technology development with no immediate impact on component supply, demand, or pricing.
Optical Interposer1.6T TransceiversPOET Technologies IncSemiconductor TodayTechnical
19:02Impact score 60
Navitas’ revenue grows 35% in Q2
Navitas Semiconductor reported Q2 2023 revenue of $18.1M, exceeding guidance and marking a 35% sequential increase, aided by the acquisition of GeneSiC. The strong growth indicates robust demand for its GaN and SiC power semiconductors. Watch: Strong financial performance signals healthy end-market demand, but the impact on spot pricing for discrete components remains indirect and dependent on broader supply chain capacity.
GaN Power ICsSiC Power SemiconductorsNavitas Semiconductor, GeneSiC Semiconductor IncSemiconductor TodayFinancial/Earnings

Mon, Aug 14

21:15Impact score 45
US Department of Energy releases 2023 Critical Materials Assessment
The US DOE released its 2023 Critical Materials Assessment, identifying materials critical for clean energy technologies through 2035. This formal designation can influence investment, R&D funding, and supply chain security initiatives for these materials. Watch: This policy action signals long-term strategic importance and potential future supply chain interventions, which could affect pricing and availability for electronics containing these elements.
GalliumGermaniumNeodymiumSemiconductor TodayPolicy/Regulation
17:21Impact score 55
POET cuts losses further in Q2
POET Technologies reported Q2 2023 NRE revenue of $177k, down slightly from $181k last quarter but up from $120k a year ago, as the company continues to reduce its net losses. The results reflect ongoing development and customer engagement for its optical interposer and PIC technology targeting data center and AI markets. Neutral: The financial update indicates steady but minimal commercial progress, with no immediate signal for supply or pricing of electronic components.
Optical InterposerPhotonic Integrated Circuits (PICs)POET Technologies Inc.Semiconductor TodayFinancial/Earnings

Sat, Aug 12

00:31Impact score 8
Odyssey signs letters of intent with customers for early-access sampling program
Odyssey Semiconductor signed two letters of intent for its early-access GaN power component sampling program in Q2 2023, with a third expected by September. This represents a standard R&D and customer qualification milestone for a pre-commercial technology. Neutral: This development is too early-stage to affect current market supply, demand, or pricing for power semiconductors.
GaN Power Switching ComponentsOdyssey Semiconductor Technologies IncSemiconductor TodayTechnical

Thu, Aug 10

15:27Impact score 10
Transphorm’s GaN first to hit short-circuit robustness milestone key for motor drives
Transphorm has demonstrated a short-circuit withstand time (SCWT) of up to 5µs for its GaN power transistors, a key milestone for motor drive applications. This is a technical R&D achievement that improves device robustness but does not indicate an immediate change in production volume or supply. Neutral: This is a long-term technology development with no direct impact on current trading dynamics for GaN components.
GaN FETsPower TransistorsTransphorm IncSemiconductor TodayTechnical
01:58Impact score 10
Arkansas begins construction of US national Multi-User Silicon Carbide Research and Fabrication Facility
The University of Arkansas has begun construction on a national Multi-User Silicon Carbide (SiC) Research and Fabrication Facility (MUSiC), which will provide prototyping capabilities not currently available in the US. This facility is funded by the CHIPS Act and aims to accelerate domestic SiC technology development. Neutral: This is a long-term R&D initiative with no immediate impact on commercial SiC supply, demand, or pricing.
Silicon Carbide (SiC) WafersSiC Power SemiconductorsSemiconductor TodayTechnical

Wed, Aug 9

23:52Impact score 10
Crystal IS produces first 4-inch AlN substrate
Crystal IS, a subsidiary of Asahi Kasei, produced the first reported 4-inch AlN substrate. This milestone demonstrates the scalability of its processes for growing AlN bulk single crystals.
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This is a technology milestone without immediate supply/demand impact.
AlN substrateCrystal IS, Asahi KaseiSemiconductor TodayTechnical
18:49Impact score 10
Sivers receives $375,000 award under DARPA NGMM program in collaboration with PseudolithIC
Sivers Semiconductors received a $375,000 award under DARPA's NGMM program to collaborate with PseudolithIC on developing 3D heterogeneously integrated (3DHI) technologies for mmWave applications in 5G, SATCOM, and defense. This is an early-stage R&D contract focused on future technology development. Neutral: This is a minor, non-commercial R&D grant with no immediate impact on component supply, demand, or pricing.
mmWave RFICs3DHI ModulesSivers Semiconductors AB, PseudolithIC IncSemiconductor TodayTechnical

Mon, Aug 7

15:49Impact score 5
CrayoNano to supply CrayoLED UV-C LEDs for AquiSense’s water disinfection systems
CrayoNano AS signed a commercial frame contract to supply approximately NOK 4 million worth of UV-C LEDs to AquiSense Technologies over the next 12 months. The deal represents a commercial win for CrayoNano's nanomaterials-based semiconductor components in the water disinfection market. Neutral: This is a small, specific supply agreement with no immediate, broad impact on semiconductor supply, demand, or pricing for traders.
UV-C LEDCrayoNano ASSemiconductor TodayPartnership/M&A

Thu, Aug 3

23:19Impact score 25
Navitas’ CRPS185 3200W ‘Titanium Plus’ server power platform meets demands of AI data-centers
Navitas Semiconductor announced its CRPS185 3200W 'Titanium Plus' server power reference design, which exceeds 80Plus Titanium efficiency standards. The platform is targeted at meeting the escalating power demands of AI data centers. Neutral: This is a product announcement that may incrementally support long-term demand for GaN/SiC power components but has no immediate, quantifiable impact on spot pricing or supply.
GaN Power ICsSiC Power SemiconductorsServer Power SuppliesNavitas SemiconductorSemiconductor TodayProduct Launch
15:27Impact score 15
GaN Systems and ACEpower partner to drive GaN adoption in Chinese EV market
GaN Systems has partnered with Chinese power supply manufacturer ACEpower to accelerate the adoption of GaN technology in China's EV market, specifically for charging modules and onboard chargers. The collaboration leverages GaN Systems' power semiconductors and ACEpower's high-volume manufacturing capabilities. Neutral: This is a long-term market development agreement with no immediate, quantifiable impact on component supply, pricing, or inventory.
GaN Power SemiconductorsGaN Systems IncSemiconductor TodayPartnership/M&A
00:02Impact score 5
Luminus’ CEO Dr Decai Sun retires
Luminus Devices announced CEO Dr. Decai Sun is retiring after 11 years, with executive VP Mark Pugh succeeding him. This is a routine management transition at a specialized LED and solid-state lighting component maker. Neutral: This internal leadership change has no direct, immediate impact on component supply, pricing, or trading dynamics.
LEDSolid-State LightingLuminus Devices IncSemiconductor Today

Wed, Aug 2

21:42Impact score 8
Kubos’ gains £700,000 Innovate UK grant to develop 5%-efficient red micro-LEDs
Kubos Semiconductors secured a £700,000 Innovate UK grant and its first customer order to develop 5%-efficient red micro-LEDs. The funding is contingent on matched investment from the Development Bank of Wales. Neutral: This is an early-stage R&D milestone with no immediate impact on commercial supply, pricing, or inventory for traders.
Micro-LEDKubos Semiconductors LtdSemiconductor TodayTechnical
16:31Impact score 10
Coherent ships 200 billionth VCSEL emitter for sensing
Coherent Corp. has shipped over 200 billion VCSEL emitters for sensing applications. This milestone highlights the company's established position as a high-volume supplier in the VCSEL market for consumer and industrial sensors. Neutral: This is a historical production milestone with no immediate indication of a change in current supply, demand, or pricing dynamics for VCSEL components.
VCSELCoherent Corp.Semiconductor 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

Tue, Aug 22

Wolfspeed selling RF business to MACOM for $125m

Fri, Aug 18

Spark Connected and Infineon unveil 500W industrial wireless charging module

Thu, Aug 17

UbiQD expands collaboration with First Solar on quantum dot-enhanced solar modules

Infineon and Chicony Power collaborate on GaN-based PD3.1 notebook adapter

Wed, Aug 16

Transphorm quarterly revenue grows 14% year-on-year to $5.9m, boosted by Government contract revenue

Tue, Aug 15

POET creates optical interposer platform for 1.6T transceivers using 200G-per-lane technology

Navitas’ revenue grows 35% in Q2

Mon, Aug 14

US Department of Energy releases 2023 Critical Materials Assessment

POET cuts losses further in Q2

Sat, Aug 12

Odyssey signs letters of intent with customers for early-access sampling program

Thu, Aug 10

Transphorm’s GaN first to hit short-circuit robustness milestone key for motor drives

Arkansas begins construction of US national Multi-User Silicon Carbide Research and Fabrication Facility

Wed, Aug 9

Crystal IS produces first 4-inch AlN substrate

Sivers receives $375,000 award under DARPA NGMM program in collaboration with PseudolithIC

Mon, Aug 7

CrayoNano to supply CrayoLED UV-C LEDs for AquiSense’s water disinfection systems

Thu, Aug 3

Navitas’ CRPS185 3200W ‘Titanium Plus’ server power platform meets demands of AI data-centers

GaN Systems and ACEpower partner to drive GaN adoption in Chinese EV market

Luminus’ CEO Dr Decai Sun retires

Wed, Aug 2

Kubos’ gains £700,000 Innovate UK grant to develop 5%-efficient red micro-LEDs

Coherent ships 200 billionth VCSEL emitter for sensing

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