NuAxi Stream - Real-Time Semiconductor Intelligence

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

Wed, Mar 8

20:25Impact score 10
Avicena demos optical link operating at record temperature of 235°C
Avicena Tech Corp demonstrated an optical link operating at up to 235°C at OFC 2023, claiming a record high temperature for such technology. The demonstration highlights a potential technical advancement for extreme environment applications, such as in automotive or industrial settings. Neutral: This is an R&D milestone with no immediate impact on component supply, demand, or pricing for traders.
Optical InterconnectMicro-LEDAvicena Tech CorpSemiconductor TodayTechnical
19:15Impact score 25
ELPHiC samples high-speed EML at 224Gb/s-per-lane for data centers
Fabless firm ELPHiC has announced sample availability of its high-speed Electro-Absorption Modulator Laser (EML) supporting 224Gb/s-per-lane for 800Gb/s and 1.6Tb/s data center modules. This is a technology milestone in the InP-based optoelectronic component space, targeting next-generation optical interconnects. Neutral: This is a product sampling announcement with no immediate impact on supply, demand, or pricing of existing components; it represents long-term R&D progress.
EMLInP Optoelectronic ChipsElectroPhotonic-IC Inc (ELPHiC)Semiconductor TodayProduct Launch
15:38Impact score 10
Sivers demos CW-WDM MSA-compliant DFB laser arrays at OFC
Sivers Photonics demonstrated its CW-WDM MSA-compliant DFB laser arrays in partnership with Ayar Labs at OFC 2023. The technology targets next-gen AI, data center, and 6G connectivity applications. This is an R&D milestone with no immediate impact on component supply, pricing, or trading decisions.
DFB Laser ArraysSilicon PhotonicsSivers Semiconductors AB, Ayar LabsSemiconductor TodayTechnical

Tue, Mar 7

16:49Impact score 15
onsemi’s EliteSiC technology to be used in BMW’s EV drivetrains
onsemi has secured a long-term supply agreement to provide its EliteSiC 750V M3 die technology for BMW's 400V electric vehicle drivetrains. This represents a design win in the premium automotive EV segment, potentially increasing demand for onsemi's SiC products. Neutral: This is a positive demand signal for onsemi's specific SiC components but does not indicate a broader market shortage or immediate price impact for traders.
SiC MOSFETPower ModuleonsemiSemiconductor TodayPartnership/M&A
08:00Impact score 12
POET and Vanguard Automation collaborate on solutions for co-packaged optics and AI–ML applications
POET Technologies and Vanguard Automation are collaborating to integrate micro-lenses onto POET's Optical Interposer to improve coupling efficiency for AI/ML and data center applications. This is a long-term R&D effort focused on improving photonic packaging technology. Neutral: This is a development-stage technical partnership with no immediate impact on component supply, demand, or pricing.
Optical InterposerPhotonic Integrated Circuits (PICs)Co-packaged OpticsPOET Technologies IncSemiconductor TodayTechnical

Mon, Mar 6

21:16Impact score 12
Vector Photonics commercializing uncooled 1W, 1310nm CW PCSEL for cloud data centers
Vector Photonics is commercializing an uncooled 1W, 1310nm continuous-wave photonic-crystal surface-emitting laser (PCSEL) for data center interconnects and silicon photonics. This technology targets next-generation cloud data center applications, including co-packaged optics (CPO). Neutral: This is a long-term R&D milestone with no immediate impact on the supply, demand, or pricing of existing electronic components.
Photonic-Crystal Surface-Emitting Lasers (PCSEL)Silicon PhotonicsCo-Packaged Optics (CPO)Vector Photonics LtdSemiconductor TodayTechnical
20:00Impact score 15
Alfalume samples 1.3μm high-power uncooled InAs/GaAs QD DFB lasers
Alfalume Inc, in partnership with Innolume GmbH, has announced sample availability of its 1.3μm high-power InAs/GaAs quantum dot DFB lasers, claiming best-in-class power, efficiency, and reliability. This represents an R&D milestone for a niche component used in telecom and datacom applications. Neutral: This product launch is a technology demonstration with no immediate, quantifiable impact on the supply, demand, or pricing of mainstream electronic components.
DFB Laser DiodeQuantum Dot LaserAlfalume Inc, Innolume GmbHSemiconductor TodayProduct Launch
17:50Impact score 10
CGD presents GaN-based power electronics at APEC
Cambridge GaN Devices (CGD) presented papers and demonstrations on GaN power electronics at APEC 2023. The article covers strategic views on sustainability and technology analysis, alongside showcasing reference designs and ecosystem partnerships. This is a routine R&D and marketing update with no immediate impact on supply, demand, or pricing.
GaN Power TransistorsCambridge GaN Devices LtdSemiconductor TodayTechnical
17:02Impact score 10
QSFP-DD MSA to extend module bandwidth to 1.6Tbps
The QSFP-DD MSA announced plans to develop a new specification targeting 1.6Tbps module bandwidth, leveraging upcoming 200Gbps PAM4 SerDes technology. This is a forward-looking roadmap update presented at an industry conference (OFC 2023). The announcement is a long-term R&D milestone with no immediate impact on current supply, demand, or pricing of in-production components.
QSFP-DD Optical Transceivers200Gbps SerDesSemiconductor TodayTechnical

Sat, Mar 4

03:02Impact score 15
Casela demos external laser source module for 1310nm and CWDM4 wavelengths
Casela Technologies has launched multi-fiber external laser source (ELS) modules for 1310nm and CWDM4 wavelengths, supporting the OIF's ELSFP standard. This is a new product introduction in the datacom optical component market. Neutral: This is a standard product launch with no immediate, quantifiable impact on supply, demand, or pricing for existing components.
Semiconductor LaserExternal Laser Source (ELS) ModuleCasela TechnologiesSemiconductor TodayProduct Launch

Fri, Mar 3

19:58Impact score 15
POET Infinity chiplet-based transmitter platform launched for 400G, 800G and 1.6T data-center solutions
POET Technologies launched its POET Infinity chiplet-based transmitter platform for 400G, 800G, and 1.6T datacenter optical modules. The platform targets pluggable transceivers and co-packaged optics for AI and data center markets, with early samples demonstrated at OFC 2023. Neutral: This is a technology demonstration and product roadmap announcement with no immediate impact on component supply, demand, or pricing for traders.
Optical TransceiversPhotonic Integrated Circuits (PICs)POET Technologies IncSemiconductor TodayProduct Launch
18:17Impact score 12
Crystal IS and Asahi Kasei announce lifetime characterization data for Klaran LA UVC LED
Crystal IS and Asahi Kasei have released lifetime data showing their Klaran LA UVC LED achieved over 10,000 hours of testing, supporting a projected L70 lifetime of 25,000 hours. This positions the product as a longer-lasting alternative to traditional low-pressure mercury lamps for germicidal applications. Neutral: This is a technical milestone for a specific product line but does not indicate a supply, demand, or pricing shift for the broader semiconductor market relevant to traders.
UVC LEDCrystal IS, Asahi KaseiSemiconductor TodayTechnical
18:08Impact score 8
NS Nanotech opens Canadian R&D center in Montréal
NS Nanotech has opened a new R&D center in Montreal, Canada, focused on developing next-generation nano-LED technology for consumer displays. The center leverages exclusive licenses to patents from McGill University to advance sub-micron-scale LED commercialization. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, demand, or pricing for traders.
nano-LEDNS NanotechSemiconductor TodayTechnical
02:39Impact score 10
Porotech opens new UK and Taiwan facilities
Porotech, a developer of porous GaN technology for Micro-LEDs, has opened new R&D and commercial facilities in Cambridge, UK, and Hsinchu, Taiwan. The expansion aims to accelerate the commercialization of its display technology, which targets next-generation AR/VR and smartwatch applications. Neutral: This is a long-term R&D and capacity build-out with no immediate, measurable impact on semiconductor supply, demand, or pricing for traders.
Micro-LEDGaN-on-SiPorotechSemiconductor TodayTechnical
00:49Impact score 15
Casela launches 1310nm CW-DFB lasers for silicon photonics-based transceivers
Casela Technologies launched its 1310nm-band high-power CW-DFB lasers, claiming record efficiency and power for silicon photonics transceivers. This is a technology milestone aimed at improving performance in datacom infrastructure. Neutral: This is a niche product launch with no immediate, quantifiable impact on the broader semiconductor supply, demand, or pricing for traders.
CW-DFB LasersSilicon Photonics TransceiversCasela TechnologiesSemiconductor TodayProduct Launch

Thu, Mar 2

21:28Impact score 10
https://www.semiconductor-today.com/news_items/2023/mar/sivers-photonics-020323.shtml
Sivers Photonics will demonstrate its CW-WDM MSA-compliant 8-wavelength O-band DFB laser arrays at OFC 2023. The technology aims to support demand for improved internet services with lower power and cost. Neutral: This is a product showcase with no immediate, specific impact on supply, demand, or pricing for electronic components.
DFB Laser ArraysIntegrated PhotonicsSivers Semiconductors AB, Sivers PhotonicsSemiconductor TodayProduct Launch
18:49Impact score 55
SweGaN to build new HQ and GaN-on-SiC epiwafer production facility
SweGaN AB is building a new headquarters and high-capacity GaN-on-SiC epitaxial wafer production facility in Linköping, Sweden. The expansion targets increased production for telecom, satellite, defense, and power electronics applications. Bearish: This capacity addition for a specialized, high-performance material could increase supply availability and exert downward pressure on premium GaN-on-SiC wafer pricing in the medium term.
GaN-on-SiC EpiwafersSweGaN ABSemiconductor TodayCapacity Change
18:41Impact score 10
Scintil demos first single-chip 100GHz DFB comb laser source
Scintil Photonics demonstrated a single-chip 100GHz DFB comb laser source at OFC 2023, targeting HPC and AI applications. This is a fabless R&D milestone for integrated silicon photonics, not a commercial product launch affecting current supply. Neutral: This technology demonstration has no immediate impact on component supply, pricing, or trader decisions.
Silicon PhotonicsDFB LaserScintil PhotonicsSemiconductor 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, 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

Wed, Mar 8

Avicena demos optical link operating at record temperature of 235°C

ELPHiC samples high-speed EML at 224Gb/s-per-lane for data centers

Sivers demos CW-WDM MSA-compliant DFB laser arrays at OFC

Tue, Mar 7

onsemi’s EliteSiC technology to be used in BMW’s EV drivetrains

POET and Vanguard Automation collaborate on solutions for co-packaged optics and AI–ML applications

Mon, Mar 6

Vector Photonics commercializing uncooled 1W, 1310nm CW PCSEL for cloud data centers

Alfalume samples 1.3μm high-power uncooled InAs/GaAs QD DFB lasers

CGD presents GaN-based power electronics at APEC

QSFP-DD MSA to extend module bandwidth to 1.6Tbps

Sat, Mar 4

Casela demos external laser source module for 1310nm and CWDM4 wavelengths

Fri, Mar 3

POET Infinity chiplet-based transmitter platform launched for 400G, 800G and 1.6T data-center solutions

Crystal IS and Asahi Kasei announce lifetime characterization data for Klaran LA UVC LED

NS Nanotech opens Canadian R&D center in Montréal

Porotech opens new UK and Taiwan facilities

Casela launches 1310nm CW-DFB lasers for silicon photonics-based transceivers

Thu, Mar 2

https://www.semiconductor-today.com/news_items/2023/mar/sivers-photonics-020323.shtml

SweGaN to build new HQ and GaN-on-SiC epiwafer production facility

Scintil demos first single-chip 100GHz DFB comb laser source

Chip Teardown Lab

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