NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, May 11

16:34Impact score 25
Microchip unveils SiC-based E-Fuse demonstrator for 400–800V battery systems
Microchip Technology has announced an E-Fuse Demonstrator Board for 400-800V battery systems, enabled by silicon carbide (SiC) technology and rated for up to 30A. This is a reference design targeting BEV/HEV designers seeking faster and more reliable high-voltage circuit protection. Neutral: This is a product demonstration that may incrementally support long-term SiC demand but has no immediate impact on supply, pricing, or trading dynamics for electronic components.
SiC MOSFETsSiC DiodesMicrochip Technology IncSemiconductor TodayProduct Launch
00:00Impact score 15
EPC makes available 3-phase BLDC motor drive inverter reference design board
EPC has launched the EPC9186 reference design board, a 3-phase BLDC motor drive inverter utilizing its EPC2302 eGaN FETs, supporting input voltages from 14V to 80V for applications like e-scooters and drones. This is a standard product announcement showcasing GaN technology's application in motor drives. Neutral: This is a reference design launch, not a supply chain event; it does not indicate a change in component supply, demand, or pricing for traders.
GaN FETBLDC Motor Drive InverterEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch

Wed, May 10

23:22Impact score 10
Innoscience and University of Bern develop multi-level topology reference demo
Innoscience Technology collaborated with Bern University of Applied Sciences to develop a reference design using its 650V InnoGaN HEMT devices in a multi-level topology for high-voltage applications like EV fast chargers and solar inverters. This is a technical R&D milestone showcasing potential future applications for GaN power semiconductors. Neutral: This is a long-term technology demonstration with no immediate impact on supply, demand, or pricing for trading.
GaN HEMTPower TransistorsInnoscience TechnologySemiconductor TodayTechnical
18:27Impact score 15
Infineon and Foxconn partnering on silicon carbide for EVs
Infineon and Foxconn have signed a Memorandum of Understanding to establish a long-term partnership focused on developing silicon carbide (SiC) technologies for electric vehicles. The collaboration aims to combine Infineon's SiC innovations with Foxconn's automotive systems expertise. This is a long-term strategic move with no immediate impact on SiC supply, demand, or pricing.
Silicon Carbide (SiC)Infineon Technologies AG, Hon Hai Technology Group (Foxconn)Semiconductor TodayPartnership/M&A
04:13Impact score 20
Navitas enters high-power markets with GeneSiC SiCPAK modules and bare die
Navitas Semiconductor has expanded its product portfolio into higher-power markets with the launch of its GeneSiC silicon carbide products in SiCPAK modules and bare die formats. This move represents a competitive entry into the established high-power SiC module segment, targeting applications like EV and industrial power. Neutral: This product launch increases competition and supply options in the high-power SiC market but does not indicate an immediate supply shock or price pressure.
SiC MOSFETSiC Power ModuleNavitas SemiconductorSemiconductor TodayProduct Launch
04:06Impact score 25
Nexperia launches e-mode GaN FETs for 100/150V and 650V applications
Nexperia has launched its first portfolio of seven enhancement-mode GaN FETs for 100V, 150V, and 650V applications. This expands the company's power electronics offerings beyond its existing cascode GaN and silicon-based components. Neutral: This is a standard product line expansion that does not indicate an immediate shift in supply, demand, or pricing for the broader power semiconductor market.
GaN FETNexperia B.V.Semiconductor TodayProduct Launch
00:17Impact score 20
ROHM begins mass production of 650V GaN HEMTs
ROHM has commenced mass production of its 650V GaN HEMTs, part numbers GNP1070TC-Z and GNP1150TCA-Z, targeting industrial and consumer power supply applications. This launch expands the commercial availability of GaN power devices, a technology competing with silicon-based MOSFETs and IGBTs. Neutral: This is a standard product launch that adds supply to a growing but still niche market segment, unlikely to cause immediate price shifts for established power components.
GaN HEMTPower SemiconductorsROHM Co LtdSemiconductor TodayProduct Launch

Tue, May 9

16:36Impact score 20
Transphorm releases simulation model of first 1200V GaN-on-sapphire device
Transphorm has released a simulation model and preliminary datasheet for its TP120H070WS, claimed to be the industry's first 1200V GaN-on-sapphire power FET. This represents a technical milestone in high-voltage GaN technology, expanding the available component options for power conversion designs. Neutral: This is a long-term R&D development with no immediate impact on trading supply, demand, or pricing for existing power semiconductor components.
1200V GaN FETTransphorm IncSemiconductor TodayProduct Launch
03:49Impact score 25
Infineon adds CoolSiC power modules using 3.3kV MOSFETs in XHP 2 package, targeting traction applications
Infineon has expanded its CoolSiC power module portfolio with two new 3.3kV MOSFET-based modules in the XHP 2 package, specifically targeting traction applications in electrified trains. This launch addresses the demand for higher power density and reliability in energy-efficient transportation. Neutral: This is a new product introduction that may incrementally shift demand to SiC technology but does not indicate an immediate supply constraint or price impact for existing components.
SiC Power ModuleInfineon Technologies AGSemiconductor TodayProduct Launch

Fri, May 5

23:23Impact score 15
Infineon launches CoolGaN 600V GIT HEMT portfolio
Infineon has launched its full portfolio of 600V CoolGaN GIT HEMT devices to the broader market, following the integration of its HD-GIT technology into in-house manufacturing. This move expands the commercial availability of Infineon's GaN power transistor offerings. Neutral: This is a standard product portfolio expansion with no immediate indication of supply constraints or demand shifts that would impact trading prices.
GaN HEMT600V Power TransistorsInfineon Technologies AGSemiconductor TodayProduct Launch
16:51Impact score 8
PARALIA to develop LiDAR/radar optical multi-beam beam-forming platform based on multi-port linear optical operator architectures using InP and SiN integration
The EU-funded PARALIA research project, coordinated by Aristotle University of Thessaloniki, launched in January 2023 to develop a multi-beam beamforming platform for LiDAR/radar using InP and SiN photonic integration, with a project timeline running through June 2026. This is a long-term R&D initiative focused on fundamental technology for future automotive and aerospace sensor fusion applications. Neutral: This is a multi-year academic research project with no immediate impact on component supply, pricing, or production capacity.
LiDARRadarPhotonic Integrated CircuitsSemiconductor TodayTechnical

Wed, May 3

19:17Impact score 10
UMC announces 40nm RFSOI platform to accelerate 5G mmWave applications
UMC announced its 40nm RFSOI technology platform is ready for production of mmWave RF front-end products targeting 5G applications. This is a process technology milestone aimed at capturing design wins in the growing 5G infrastructure and device market. Neutral: This is a long-term capacity and capability addition with no immediate, direct impact on component supply, pricing, or trader inventory decisions.
RF-SOIRF Front-EndUnited Microelectronics CorpSemiconductor TodayTechnical
16:17Impact score 15
Cambridge GaN Devices presents at PCIM
Cambridge GaN Devices (CGD) is showcasing its next-generation ICeGaN HEMT family at the PCIM Europe 2023 event, signaling its transition from start-up to scale-up. The presentation focuses on ease-of-use and ruggedness claims for its GaN-on-silicon power transistors. Neutral: This is a standard product launch and technology demonstration with no immediate, quantifiable impact on supply, demand, or pricing for the broader power semiconductor market.
GaN HEMTPower TransistorsCambridge GaN Devices LtdSemiconductor TodayProduct Launch
03:44Impact score 10
BAE Systems and Eaton co-developing electric drive for medium-duty commercial trucks
BAE Systems and Eaton have signed an MoU to co-develop electric drive solutions for medium-duty commercial trucks, with a Class-7 demonstration vehicle already in development. This collaboration targets the commercial EV market segment, leveraging BAE's electric propulsion and Eaton's power management expertise. Neutral: This is a long-term R&D partnership with no immediate impact on semiconductor supply, demand, or pricing for traders.
Power SemiconductorsIGBT ModulesGate DriversInfineon Technologies, STMicroelectronics and 4 totalSemiconductor TodayTechnical

Thu, Apr 27

17:57Impact score 15
Commercialization of 800V for EVs to play crucial role in growth strategy of OEMs
The article discusses the strategic importance of 800V EV platform commercialization for OEMs, highlighting it as a key growth area. It frames this as a response to consumer concerns over charging convenience and range. This is a long-term market analysis with no immediate, specific supply or price data for electronic components.
IGBTSiC MOSFETGaN Power ICInfineon Technologies, STMicroelectronics and 4 totalSemiconductor TodayMarket Analysis

Wed, Apr 26

22:59Impact score 12
Infineon and Schweizer extend cooperation in chip embedding to develop more efficient silicon carbide automotive solutions
Infineon and Schweizer Electronic are extending their collaboration to develop a solution for embedding Infineon's 1200V CoolSiC chips directly onto PCBs, aiming to increase EV range and reduce system costs. This is a long-term R&D effort focused on improving power module packaging technology for automotive applications. Neutral: This is a forward-looking technical development with no immediate impact on component supply, pricing, or trader inventory decisions.
Silicon Carbide (SiC) Power ModulesPCB (Printed Circuit Board)Infineon Technologies AG, Schweizer Electronic AGSemiconductor TodayTechnical
16:27Impact score 10
BluGlass secures GaN laser purchase orders for testing in quantum sensing and surgical applications
BluGlass Ltd has secured two new purchase orders for its GaN laser diodes from a quantum photonics company and a medical device manufacturer for testing in sensing and surgical applications. This represents a commercial validation step for the company's proprietary RPCVD technology in high-end niche markets. Neutral: This is a minor R&D/commercial milestone for a small player with no immediate, measurable impact on broader GaN component supply, demand, or pricing.
GaN Laser DiodesBluGlass LtdSemiconductor TodayTechnical

Tue, Apr 25

23:23Impact score 15
GaN Systems showcasing innovations at PCIM Europe
GaN Systems is showcasing its latest gallium nitride power semiconductor solutions at the PCIM Europe 2023 trade fair, highlighting advances in power density and efficiency for automotive and other markets. This is a promotional event for a fabless developer to demonstrate its technology roadmap and engage with potential customers. Neutral: The event itself does not indicate any immediate change in supply, demand, or pricing for GaN components.
GaN Power SemiconductorsGaN SystemsSemiconductor TodayProduct Launch
22:20Impact score 10
Mouser to distribute Navitas’ wide-bandgap semiconductors products globally
Navitas Semiconductor has signed a global distribution agreement with Mouser Electronics for its wide-bandgap GaN and SiC power semiconductors. This expands the sales channels and availability of Navitas' products to a broader customer base. Neutral: This is a standard distribution deal that improves product accessibility but does not directly alter supply, demand, or pricing dynamics in the near term.
GaN Power ICSiCNavitas SemiconductorSemiconductor TodayPartnership/M&A
20:31Impact score 15
POET Starlight launched for AI market
POET Technologies has launched 'POET Starlight,' a packaged light source solution targeting AI applications. This is a new product introduction from a niche photonics designer, not a major volume producer. Neutral: This is a technology announcement with no immediate, quantifiable impact on the supply, demand, or price of widely traded electronic components.
Optical InterposerPackaged Light SourcePOET Technologies 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
MOSFET	$0.12	−82.8%Unusual
PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, May 11

Microchip unveils SiC-based E-Fuse demonstrator for 400–800V battery systems

EPC makes available 3-phase BLDC motor drive inverter reference design board

Wed, May 10

Innoscience and University of Bern develop multi-level topology reference demo

Infineon and Foxconn partnering on silicon carbide for EVs

Navitas enters high-power markets with GeneSiC SiCPAK modules and bare die

Nexperia launches e-mode GaN FETs for 100/150V and 650V applications

ROHM begins mass production of 650V GaN HEMTs

Tue, May 9

Transphorm releases simulation model of first 1200V GaN-on-sapphire device

Infineon adds CoolSiC power modules using 3.3kV MOSFETs in XHP 2 package, targeting traction applications

Fri, May 5

Infineon launches CoolGaN 600V GIT HEMT portfolio

PARALIA to develop LiDAR/radar optical multi-beam beam-forming platform based on multi-port linear optical operator architectures using InP and SiN integration

Wed, May 3

UMC announces 40nm RFSOI platform to accelerate 5G mmWave applications

Cambridge GaN Devices presents at PCIM

BAE Systems and Eaton co-developing electric drive for medium-duty commercial trucks

Thu, Apr 27

Commercialization of 800V for EVs to play crucial role in growth strategy of OEMs

Wed, Apr 26

Infineon and Schweizer extend cooperation in chip embedding to develop more efficient silicon carbide automotive solutions

BluGlass secures GaN laser purchase orders for testing in quantum sensing and surgical applications

Tue, Apr 25

GaN Systems showcasing innovations at PCIM Europe

Mouser to distribute Navitas’ wide-bandgap semiconductors products globally

POET Starlight launched for AI market

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