NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Jul 28

17:47Impact score 15
Mitsubishi Electric buys stake in Novel Crystal Technology
Mitsubishi Electric has acquired an equity stake in Novel Crystal Technology, a developer of gallium oxide (β-Ga2O3) wafers. The move aims to accelerate R&D into next-generation, energy-efficient power semiconductors for decarbonization. Neutral: This is a long-term R&D investment with no immediate impact on trading supply, demand, or prices for existing components.
Power Semiconductors (Ga2O3)Mitsubishi Electric, Novel Crystal TechnologySemiconductor TodayTechnical

Thu, Jul 27

22:01Impact score 25
onsemi to supply EliteSiC MOSFET technology to Magna for EV traction inverters
onsemi has secured a long-term supply agreement (LTSA) to provide its EliteSiC MOSFET technology to Magna for use in electric vehicle traction inverters. This deal locks in future demand for onsemi's SiC products from a major automotive supplier. Neutral: This is a confirmed demand win but does not indicate a change in the broader supply-demand balance or pricing for SiC components.
SiC MOSFETPower SemiconductorsonsemiSemiconductor TodayPartnership/M&A
19:34Impact score 15
ams OSRAM’s OSIRE E3731i RGB LED alllows dynamic color and motion effects across hundreds of LEDs
ams OSRAM has launched the OSIRE E3731i RGB LED, a new product designed to simplify the implementation of dynamic lighting arrays in automotive interiors. This is a standard product launch announcement with no mention of supply constraints, pricing changes, or capacity shifts. Neutral: This is a background technology update with no immediate, direct impact on trading dynamics for electronic components.
RGB LEDams OSRAM GmbHSemiconductor TodayProduct Launch

Tue, Jul 25

20:21Impact score 12
BluGlass’ highlights new GaN laser orders for quantum sensing and surgical applications, and improvements to DFB lasers
BluGlass Ltd reported new orders for its GaN laser diodes in quantum sensing and surgical applications, alongside improvements to its DFB laser technology. The company utilizes its proprietary RPCVD manufacturing process. This is a niche R&D milestone with no immediate, quantifiable impact on the broader semiconductor supply or pricing for traders.
GaN Laser DiodesBluGlass LtdSemiconductor TodayTechnical

Thu, Jul 20

16:10Impact score 15
Qorvo participates in launch of US Cybersecurity Labeling Program for Consumer Technology
Qorvo participated in the launch of the US Cybersecurity Labeling Program for consumer IoT devices, an initiative stemming from a 2021 Executive Order. The program aims to establish voluntary security standards and labeling for connected devices. Neutral: This regulatory development creates a potential long-term compliance cost and design consideration for IoT chipmakers but has no immediate, direct impact on component supply, demand, or pricing.
IoT ChipsRF ComponentsQorvo IncSemiconductor TodayPolicy/Regulation
00:10Impact score 10
MACOM awarded $4m USAF contract to further develop GaN-on-SiC process technology
MACOM secured a $4 million multi-year contract from the U.S. Air Force Research Lab to advance its GaN-on-SiC semiconductor process technology. This funding supports R&D for defense and aerospace applications. Neutral: This is a long-term R&D milestone with no immediate impact on commercial supply, demand, or pricing for electronic components.
GaN-on-SiC RF SemiconductorsMACOM Technology Solutions IncSemiconductor TodayTechnical

Wed, Jul 19

18:25Impact score 10
NTT achieves 300GHz-band high-speed data transmission with beamforming
NTT Corp and Tokyo Institute of Technology researchers demonstrated a phased-array transmitter achieving wireless data transmission via beamforming in the 300GHz band, a potential frequency for 6G communications. This is a research milestone presented at the IEEE MTT-S International Microwave Symposium. Neutral: This is a long-term R&D development with no immediate impact on semiconductor supply, demand, or pricing for trading purposes.
6G RF ComponentsPhased Array ModulesNTT CorpSemiconductor TodayTechnical

Tue, Jul 18

23:13Impact score 25
BorgWarner to integrate onsemi’s EliteSiC 1200V and 750V power devices into VIPER power modules
onsemi and BorgWarner expanded their SiC collaboration to a lifetime value exceeding $1 billion, with BorgWarner integrating onsemi's EliteSiC 1200V and 750V devices into its VIPER power modules. This deepens a long-standing strategic relationship between the two companies in the automotive sector. Neutral: This confirms and extends an existing supply relationship, potentially supporting long-term demand for onsemi's SiC but does not indicate an immediate supply shock or price change.
SiC MOSFETSiC Power Moduleonsemi, BorgWarner IncSemiconductor TodayPartnership/M&A

Mon, Jul 17

23:52Impact score 12
Applied Materials and Fraunhofer IPMS to create European metrology technology hub
Applied Materials is partnering with Fraunhofer IPMS to establish a major semiconductor metrology and process analysis technology hub in Dresden, Germany. The collaboration aims to accelerate R&D for chipmakers focused on the ICAPS (IoT, Communications, Automotive, Power, Sensors) markets. Neutral: This is a long-term R&D infrastructure project with no immediate impact on component supply, pricing, or trading dynamics.
Metrology EquipmentProcess Control SystemsApplied MaterialsSemiconductor TodayTechnical

Thu, Jul 13

20:36Impact score 20
Toshiba launches SiC 650V Schottky barrier diodes with forward voltage of 1.2V
Toshiba Electronic Devices & Storage Corporation has launched twelve 650V third-generation SiC Schottky barrier diodes, now shipping in volume for industrial applications. The new devices feature a forward voltage of 1.2V and target efficiency-critical uses like EV chargers and PV inverters. Neutral: This is a standard product launch expanding the SiC portfolio; it does not indicate a supply shock or immediate demand shift for existing components.
SiC Schottky Barrier DiodesToshiba Electronic Devices & Storage CorporationSemiconductor TodayProduct Launch
16:14Impact score 10
QPT and GaN Systems sign MoU to develop technologies to extend EV driving range
Quantum Power Transformation (QPT) and GaN Systems have signed an MoU to co-develop technologies aimed at extending EV driving range by maximizing GaN transistor performance in the 100kHz to 20MHz range. The partnership focuses on overcoming design challenges for high-power automotive applications using hard switching. Neutral: This is a long-term R&D collaboration with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN TransistorsPower SemiconductorsGaN Systems, Quantum Power TransformationSemiconductor TodayTechnical
16:00Impact score 55
SMART Photonics secures €100m in extra funding round
SMART Photonics, an independent InP photonic integrated circuit foundry, secured €100 million in new funding from Dutch strategic and financial investors. This capital injection is aimed at scaling up its production capacity and technology development.
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The funding strengthens a key pure-play InP foundry, potentially easing long-term supply constraints for PICs used in datacom and sensing, but has no immediate direct price impact.
InP PICsPhotonic Integrated CircuitsSMART PhotonicsSemiconductor TodayFinancial/Earnings

Tue, Jul 11

17:11Impact score 65
Coherent expects minimal to no impact from China’s export restriction of gallium and germanium
Coherent Corp. expects minimal to no impact from China's upcoming export restrictions on gallium and germanium, citing its diversified global supply chain and inventory. The assessment addresses a major policy change set to begin on August 1st, which could tighten global supply for these critical semiconductor raw materials. Watch: The statement mitigates immediate panic but the broader market impact on prices for GaAs, GaN, and other compounds remains uncertain as the policy takes effect.
GalliumGermaniumGaAsCoherent Corp.Semiconductor TodayPolicy/Regulation

Wed, Jul 5

17:20Impact score 10
NexGen and General Motors to receive DoE funding for GaN-based electric drive systems
NexGen Power Systems and General Motors have been awarded US Department of Energy funding to develop electric drive systems using NexGen's Vertical GaN technology. The project focuses on power electronics design, motor integration, and thermal management for improved EV efficiency. Neutral: This is a long-term R&D milestone with no immediate impact on semiconductor supply, demand, or pricing for traders.
GaN Power SemiconductorsElectric Drive SystemsNexGen Power Systems IncSemiconductor TodayTechnical
16:46Impact score 10
Navitas and Plexim accelerate time-to-market with PLECS models for GeneSiC power semiconductors
Navitas Semiconductor and Plexim have partnered to release PLECS thermal loss models for GeneSiC's G3 SiC MOSFET and Gen 5 MPS diode products. This collaboration aims to accelerate the design and time-to-market for power electronics systems using these components. Neutral: This is a software tool release that improves design efficiency but does not directly impact semiconductor supply, demand, or pricing in the near term.
SiC MOSFETSiC DiodeNavitas Semiconductor, GeneSiCSemiconductor TodayTechnical

Fri, Jun 30

15:12Impact score 10
Celestial AI raises $100m in Series B funding
Celestial AI raised $100M in Series B funding from investors including Samsung Catalyst and Koch Disruptive Technologies to advance its Photonic Fabric optical interconnect technology. The funding supports R&D for a claimed performance lead over existing electrical connectivity solutions. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader decisions.
Optical InterconnectAI AcceleratorCelestial AISemiconductor TodayTechnical

Thu, Jun 29

15:29Impact score 12
Mojo Vision powers highest-density red micro-LED micro-display
Mojo Vision announced a technical milestone, powering a red micro-LED micro-display with a claimed record density of 14,000 pixels per inch. This is presented as a step toward overcoming challenges in creating high-performance full-color micro-LED displays. Neutral: This is a long-term R&D development with no immediate impact on component supply, pricing, or trading dynamics for procurement professionals.
Micro-LEDMicro-displaysMojo VisionSemiconductor TodayTechnical

Tue, Jun 27

21:22Impact score 10
Coherent and TriEye demo laser-illuminated SWIR imaging system for automotive and robotic applications
Coherent Corp and TriEye have demonstrated a laser-illuminated SWIR imaging system for automotive and robotic applications. The collaboration combines Coherent's VCSEL laser technology with TriEye's CMOS-based SWIR sensors to improve vision in adverse conditions. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or inventory for traders.
SWIR Image SensorsVCSEL LasersCoherent Corp, TriEye LtdSemiconductor TodayTechnical

Mon, Jun 26

22:49Impact score 15
ams OSRAM launches new generation of blue and green lasers with higher beam quality and tighter tolerances
ams OSRAM has launched a new generation of blue and green laser diodes featuring improved beam quality and tighter tolerances, enabling smaller power supplies and more efficient fiber coupling for leveling and scanning applications. This is a standard product refresh cycle aimed at maintaining competitiveness in the laser module market. Neutral: The announcement is a routine technology update with no immediate, quantifiable impact on supply, demand, or pricing for the broader semiconductor trading market.
Blue Laser DiodeGreen Laser Diodeams OSRAM GmbHSemiconductor TodayProduct Launch
18:29Impact score 8
BluGlass showcasing enhanced GaN laser products at Laser World of Photonics
BluGlass Ltd is showcasing enhanced GaN laser diode products at the Laser World of Photonics event, highlighting performance improvements in light emission and power conversion efficiency using its proprietary RPCVD technology. This is a promotional event for a niche manufacturer's latest R&D achievement. Neutral: The announcement is a product showcase with no immediate, quantifiable impact on supply, demand, or pricing for electronic components relevant to traders.
GaN Laser DiodesBluGlass LtdSemiconductor 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, Jul 28

Mitsubishi Electric buys stake in Novel Crystal Technology

Thu, Jul 27

onsemi to supply EliteSiC MOSFET technology to Magna for EV traction inverters

ams OSRAM’s OSIRE E3731i RGB LED alllows dynamic color and motion effects across hundreds of LEDs

Tue, Jul 25

BluGlass’ highlights new GaN laser orders for quantum sensing and surgical applications, and improvements to DFB lasers

Thu, Jul 20

Qorvo participates in launch of US Cybersecurity Labeling Program for Consumer Technology

MACOM awarded $4m USAF contract to further develop GaN-on-SiC process technology

Wed, Jul 19

NTT achieves 300GHz-band high-speed data transmission with beamforming

Tue, Jul 18

BorgWarner to integrate onsemi’s EliteSiC 1200V and 750V power devices into VIPER power modules

Mon, Jul 17

Applied Materials and Fraunhofer IPMS to create European metrology technology hub

Thu, Jul 13

Toshiba launches SiC 650V Schottky barrier diodes with forward voltage of 1.2V

QPT and GaN Systems sign MoU to develop technologies to extend EV driving range

SMART Photonics secures €100m in extra funding round

Tue, Jul 11

Coherent expects minimal to no impact from China’s export restriction of gallium and germanium

Wed, Jul 5

NexGen and General Motors to receive DoE funding for GaN-based electric drive systems

Navitas and Plexim accelerate time-to-market with PLECS models for GeneSiC power semiconductors

Fri, Jun 30

Celestial AI raises $100m in Series B funding

Thu, Jun 29

Mojo Vision powers highest-density red micro-LED micro-display

Tue, Jun 27

Coherent and TriEye demo laser-illuminated SWIR imaging system for automotive and robotic applications

Mon, Jun 26

ams OSRAM launches new generation of blue and green lasers with higher beam quality and tighter tolerances

BluGlass showcasing enhanced GaN laser products at Laser World of Photonics

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