NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Mar 28

23:42Impact score 15
Qorvo’s RF Fusion22 wins 2023 GTI Award
Qorvo's RF Fusion22 chipset has won the 2023 GTI Innovative Breakthrough in Mobile Technology Award, marking the third time its 5G offerings have received this recognition. The award highlights the technical innovation of the chipset, which integrates compact, high-performance 5G functionality for leading smartphone manufacturers. Neutral: This is a product recognition event with no immediate, quantifiable impact on supply, demand, or pricing for electronic component traders.
5G RF Front-End ModuleRF ChipsetQorvo IncSemiconductor TodayProduct Launch
21:47Impact score 45
SGL Carbon reaches long-term offtake agreement to supply graphite components to Wolfspeed
SGL Carbon has secured a long-term offtake agreement to supply graphite components to Wolfspeed for its US production. This supports Wolfspeed's capacity expansion to meet rising demand for silicon carbide (SiC) devices. Bullish: This locks in supply for a key SiC materials supplier, indicating strong and sustained demand in the SiC supply chain, which could tighten availability for other buyers.
Graphite ComponentsSilicon Carbide (SiC) SubstratesSGL Carbon, WolfspeedSemiconductor TodayPartnership/M&A

Mon, Mar 27

17:06Impact score 10
Ruggedness of CGD’s ICeGaN technology proven by Virginia Tech
Independent research from Virginia Tech has validated the ruggedness and reliability of Cambridge GaN Devices' ICeGaN technology compared to other GaN platforms. The findings were presented at an academic conference, representing a technical milestone for the fabless company. Neutral: This is a long-term R&D validation with no immediate impact on supply, demand, or pricing for GaN components.
GaN Power TransistorsCambridge GaN Devices LtdSemiconductor TodayTechnical

Thu, Mar 23

17:32Impact score 10
ROHM’s ultra-high-speed control IC technology maximizes performance of GaN switching devices
ROHM has developed an ultra-high-speed control IC technology designed to maximize the performance of GaN switching devices. This addresses the challenge of control IC speed becoming a bottleneck for GaN's high-speed switching characteristics. Neutral: This is a technical R&D milestone with no immediate, direct impact on supply, demand, or pricing for trading purposes.
GaN Power DevicesControl ICsROHM SemiconductorSemiconductor TodayTechnical
01:57Impact score 15
Navitas launches GaNSense Control ICs
Navitas Semiconductor has launched a new family of GaNSense Control ICs, claiming unprecedented levels of performance and integration. This is a routine product launch from a GaN and SiC technology firm. Neutral: The announcement is a standard product introduction with no immediate data on production volumes, pricing, or supply chain disruptions that would affect trading decisions.
GaN Power ICsNavitas SemiconductorSemiconductor TodayProduct Launch

Wed, Mar 22

21:18Impact score 25
ams OSRAM adds OSLON UV 3535 series to mid-power UV-C LED range
ams OSRAM has expanded its UV-C LED portfolio with the launch of the OSLON UV 3535 series, targeting applications requiring longer lifetime and higher output power. This is a standard product line extension within the competitive UV-C disinfection market. Neutral: This launch represents incremental technology improvement and does not signal a material shift in supply, demand, or pricing for UV-C LEDs.
UV-C LEDams OSRAM GmbHSemiconductor TodayProduct Launch
21:07Impact score 10
Crystal IS and Asahi Kasei set 160mW output record for single-chip UVC LED in 260–270nm germicidal range
Asahi Kasei and its subsidiary Crystal IS have demonstrated a next-generation single-chip UVC LED with a record 160mW output in the 260–270nm germicidal range, marking a 60% increase over their prior devices. This advancement represents a significant R&D milestone in improving the power and efficiency of germicidal LEDs. Neutral: This is a long-term technology development with no immediate, direct impact on trading dynamics, supply, or pricing for existing electronic components.
UVC LEDAsahi Kasei, Crystal IS IncSemiconductor TodayTechnical

Tue, Mar 21

23:56Impact score 15
Transphorm releases 3kW inverter board with Microchip’s digital signal controller
Transphorm has released a 3kW GaN inverter evaluation board (TDINV3000W050B-KIT) utilizing a digital signal controller from Microchip. This is a design tool aimed at engineers developing high-voltage power conversion systems. Neutral: This is a standard product launch of an evaluation kit with no immediate, quantifiable impact on component supply, demand, or pricing.
GaN FETsDigital Signal ControllersTransphorm Inc, Microchip Technology IncSemiconductor TodayProduct Launch
23:48Impact score 25
Power Integrations launches 900V GaN flyback switcher ICs
Power Integrations announced the launch of 900V gallium nitride (GaN) flyback switcher ICs, extending its InnoSwitch3 family. This represents a technology advancement in high-voltage power conversion for applications like industrial and EV charging. Neutral: This is a standard product launch with no immediate indication of supply constraints or direct price impact on existing components.
GaN Power ICsFlyback Switcher ICsPower IntegrationsSemiconductor TodayProduct Launch
20:19Impact score 10
Navitas surpasses 75 million GaN power shipments
Navitas Semiconductor has shipped over 75 million high-voltage GaN power IC units, indicating continued market adoption of its GaN technology. This milestone reflects the ongoing industry shift from silicon to wide-bandgap semiconductors for power efficiency. Neutral: This is a backward-looking shipment milestone with no direct, immediate implication for supply, demand, or pricing of GaN components.
GaN Power ICNavitas SemiconductorSemiconductor TodayTechnical
19:47Impact score 12
Oxford Instruments accelerating qualification programs for Plasma Polish production ramp in 2023
Oxford Instruments reports its Plasma Polish technique is undergoing qualification with several leading manufacturers, showing effectiveness in improving SiC substrate surface quality and reducing subsurface damage. This technology addresses yield-limiting factors in SiC crystal production. Neutral: While a positive technical development for SiC manufacturing yields, it is a long-term process qualification with no immediate, quantifiable impact on supply, demand, or pricing for traders.
SiC SubstratesOxford InstrumentsSemiconductor TodayTechnical
17:34Impact score 20
GaN Systems unveils 11kW/800V on-board charger reference design
GaN Systems unveiled an 11kW/800V on-board charger reference design at APEC 2023, claiming 36% higher power density and up to 15% lower BOM cost versus SiC-based solutions. This represents a competitive technology milestone in the high-power EV charging semiconductor segment. Neutral: This is a product demonstration with no immediate impact on supply, demand, or pricing for existing components; it signals a long-term technology roadmap.
GaN Power SemiconductorsOn-Board Charger (OBC) ModulesGaN Systems IncSemiconductor TodayProduct Launch

Fri, Mar 17

00:06Impact score 10
Tower announces first heterogeneous integration of QD lasers on SiPho foundry platform
Tower Semiconductor and Quintessent announced the first heterogeneous integration of GaAs quantum dot lasers on Tower's PH18DB silicon photonics foundry platform. This is an R&D milestone demonstrating a path to co-packaging light sources with silicon photonic ICs, which are key for data center and AI interconnects. Neutral: This is a long-term technology development with no immediate impact on component supply, pricing, or trader decisions.
硅光芯片激光器Tower Semiconductor, Quintessent IncSemiconductor TodayTechnical

Thu, Mar 16

20:55Impact score 15
Richardson to distribute Navitas’ SiC power semiconductors in Americas
Navitas Semiconductor has signed a distribution agreement with Richardson Electronics for its SiC power semiconductors in the Americas. This expands Navitas' sales channels and market access for its power semiconductor portfolio. Neutral: This is a standard channel expansion with no immediate, quantifiable impact on supply, demand, or pricing for traders.
SiC Power SemiconductorsNavitas SemiconductorSemiconductor TodayPartnership/M&A

Wed, Mar 15

17:27Impact score 15
SHARGE chooses EPC’s GaN FETs for 67W USB PD charger
EPC has secured a design win with SHARGE Technology, supplying GaN FETs for a new 67W USB PD charger. This represents a commercial adoption of GaN technology in the competitive high-power fast-charger market. Neutral: This is a specific product launch with no immediate, broad impact on GaN component supply, demand, or pricing for traders.
GaN FETUSB PD Power ICEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch

Tue, Mar 14

21:31Impact score 12
CrayoNano’s CrayoLED H-series UV-C LEDs enter 100mW and 5% efficiency performance class
CrayoNano announced its CrayoLED H-series UV-C LEDs have achieved a performance milestone of 100mW output and 5% wall-plug efficiency at 350mA. This R&D advancement targets the disinfection market but does not indicate any immediate change in production volume, supply, or pricing for the broader UV-C LED component market. Neutral: This is a technology announcement with no direct, immediate impact on trading dynamics for electronic components.
UV-C LEDCrayoNano ASSemiconductor TodayTechnical

Mon, Mar 13

18:17Impact score 15
BluGlass grows customer base with two additional purchase orders for commercial lasers
BluGlass Ltd has received two new purchase orders for its 405nm and 450nm GaN laser diodes, expanding its commercial customer base. The orders are for both single-mode and multi-mode lasers in flexible form factors, utilizing the company's proprietary RPCVD technology. Neutral: This is a company-specific commercial milestone with no immediate, broad impact on semiconductor supply, demand, or pricing.
GaN Laser DiodesBluGlass LtdSemiconductor TodayProduct Launch
18:11Impact score 10
BluGlass secures $10.2m via share placement; launches $2.7m entitlement offer for existing shareholders
BluGlass Ltd has raised AUD 10.2 million via a share placement and launched a AUD 2.7 million entitlement offer for existing shareholders. The funds are intended to accelerate the commercialization of its proprietary RPCVD GaN laser diode technology. Neutral: This is a company-specific capital raise for R&D, with no immediate, direct impact on the supply, demand, or pricing of electronic components in the trading market.
GaN Laser DiodesBluGlass LtdSemiconductor TodayFinancial/Earnings

Fri, Mar 10

20:21Impact score 15
GaN Systems presenting products and strategies at APEC
GaN Systems is showcasing its latest gallium nitride power semiconductor solutions at the APEC 2023 conference, demonstrating advances in power density and efficiency. The presentation is part of ongoing industry promotion of GaN technology for power conversion applications. Neutral: This is a standard promotional event with no immediate, quantifiable impact on supply, demand, or pricing for GaN components.
GaN Power SemiconductorsGaN Systems Inc.Semiconductor TodayProduct Launch

Thu, Mar 9

23:15Impact score 8
CSconnected welcomes UK Government Science & Technology Framework, but environment needed for exploitation and commercialization of innovations
The UK government's new Science and Technology Framework identifies semiconductors as a critical technology. This is a strategic positioning statement with no immediate funding, production, or trade actions announced. Neutral: This is a long-term policy signal with no direct or near-term impact on component supply, demand, or pricing.
SemiconductorsQuantum ChipsSemiconductor TodayPolicy/Regulation

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, Mar 28

Qorvo’s RF Fusion22 wins 2023 GTI Award

SGL Carbon reaches long-term offtake agreement to supply graphite components to Wolfspeed

Mon, Mar 27

Ruggedness of CGD’s ICeGaN technology proven by Virginia Tech

Thu, Mar 23

ROHM’s ultra-high-speed control IC technology maximizes performance of GaN switching devices

Navitas launches GaNSense Control ICs

Wed, Mar 22

ams OSRAM adds OSLON UV 3535 series to mid-power UV-C LED range

Crystal IS and Asahi Kasei set 160mW output record for single-chip UVC LED in 260–270nm germicidal range

Tue, Mar 21

Transphorm releases 3kW inverter board with Microchip’s digital signal controller

Power Integrations launches 900V GaN flyback switcher ICs

Navitas surpasses 75 million GaN power shipments

Oxford Instruments accelerating qualification programs for Plasma Polish production ramp in 2023

GaN Systems unveils 11kW/800V on-board charger reference design

Fri, Mar 17

Tower announces first heterogeneous integration of QD lasers on SiPho foundry platform

Thu, Mar 16

Richardson to distribute Navitas’ SiC power semiconductors in Americas

Wed, Mar 15

SHARGE chooses EPC’s GaN FETs for 67W USB PD charger

Tue, Mar 14

CrayoNano’s CrayoLED H-series UV-C LEDs enter 100mW and 5% efficiency performance class

Mon, Mar 13

BluGlass grows customer base with two additional purchase orders for commercial lasers

BluGlass secures $10.2m via share placement; launches $2.7m entitlement offer for existing shareholders

Fri, Mar 10

GaN Systems presenting products and strategies at APEC

Thu, Mar 9

CSconnected welcomes UK Government Science & Technology Framework, but environment needed for exploitation and commercialization of innovations

Chip Teardown Lab

Component price indexNPI, vs. prior period

Trending components