NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Mar 2

17:41Impact score 10
OpenLight announces availability of first PDK sampler to accelerate component testing
OpenLight has announced the general availability of its Process Design Kit (PDK) Sampler for its open silicon photonics platform. This move aims to increase accessibility and familiarity with its technology, which integrates III-V lasers, for designers and developers. Neutral: This is a long-term ecosystem development tool with no immediate, direct impact on component supply, demand, or pricing.
Photonic Integrated Circuits (PICs)OpenLightSemiconductor TodayTechnical
17:32Impact score 10
MACOM to demo 100G/lane optical link with linear drive interface at OFC
MACOM is demonstrating a 100Gbps per lane optical link using a linear drive interface at OFC 2023. This is a technology showcase for next-generation high-speed data center and telecom interconnects. The demonstration has no immediate impact on supply, demand, or pricing for existing components.
Optical TransceiversLinear Drive ICsMACOM Technology Solutions Inc.Semiconductor TodayTechnical

Wed, Mar 1

21:18Impact score 15
Quantifi Photonics launches first CW-WDM MSA-compliant laser test source
Quantifi Photonics launched its Laser 1300 Series of CW-WDM MSA-compliant laser test sources. The product is designed to support the development and adoption of multi-wavelength technology for AI, HPC, and high-density optics applications. Neutral: This is a new tool for the ecosystem but does not directly impact the supply, demand, or price of electronic components.
Silicon Photonics Test EquipmentCW-WDM LasersQuantifi Photonics LtdSemiconductor TodayProduct Launch
17:38Impact score 5
BluGlass appoints president Jim Haden as CEO
BluGlass Ltd, a manufacturer of gallium nitride (GaN) blue laser diodes, has appointed Jim Haden as its new CEO. This is an internal management change at a small, specialized GaN laser producer. Neutral: This personnel announcement has no immediate impact on the supply, demand, or pricing of electronic components.
GaN Laser DiodesBluGlass LtdSemiconductor Today
01:28Impact score 10
Adoption of 800V in mass-market EVs to boost transition of power electronics to SiC
IDTechEx forecasts a 15% CAGR for the global BEV market over the next decade, driving increased demand for power electronics. The article highlights a technology shift towards 800V architectures and silicon carbide (SiC) components to improve drive cycle efficiency. Neutral: This is a long-term, non-specific demand trend analysis with no immediate trading catalyst for specific components or manufacturers.
SiC MOSFETSiC Power ModuleIGBTSemiconductor TodayMarket Analysis
00:10Impact score 45
Lightsource bp orders 4GW of First Solar modules, for US projects in 2026-2028
Lightsource bp has placed a 4GWDC order for First Solar's cadmium telluride thin-film PV modules, with deliveries scheduled for US projects between 2026 and 2028. This follows a previous 4.3GWDC order from 2021, solidifying Lightsource bp as a major long-term customer. Bullish: This multi-year, high-volume commitment locks in future demand for First Solar's production capacity, providing revenue visibility and supporting pricing power for its specialized modules.
CdTe Photovoltaic ModulesFirst Solar IncSemiconductor TodayPartnership/M&A

Sat, Feb 25

00:50Impact score 58
Navitas’ Q4 revenue up 68% year-on-year, boosted by acquisitions
Navitas reported Q4 revenue growth of 68% year-on-year, significantly boosted by recent acquisitions. This performance indicates strong market demand for its GaN and SiC power semiconductors, particularly in EV and renewable energy sectors. Watch: The rapid growth and strategic M&A signal potential for increased market share and pricing power, though the direct supply/demand impact is not quantified.
GaN Power ICsSiC Power ModulesNavitas SemiconductorSemiconductor TodayFinancial/Earnings

Thu, Feb 23

19:03Impact score 25
Coherent introduces 1300nm high-power DFB lasers for silicon photonics-based transceivers
Coherent Corp has launched new 1300nm high-power CW DFB laser diodes designed for silicon photonics-based datacom transceivers. This is a technology advancement aimed at enabling higher data rates and lower power consumption in data center interconnects. Neutral: This is a product announcement with no immediate impact on supply, demand, or pricing of existing electronic components.
DFB Laser DiodesSilicon Photonics TransceiversCoherent CorpSemiconductor TodayProduct Launch

Wed, Feb 22

22:07Impact score 15
POET to design optical engines for Beijing FeiYunYi’s 100G optical transceiver modules
POET Technologies secured a design agreement valued at up to $1M over two years with Beijing FeiYunYi to develop optical engines for 100G telecom transceiver modules, including an initial order for 10,000 units for customer sampling. This represents a design win for POET's optical interposer technology in the Chinese telecom market. Neutral: This is a small-scale, forward-looking R&D and sampling agreement with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
100G Optical Transceiver ModulesOptical EnginesPOET Technologies Inc, Beijing FeiYunYi Technology LtdSemiconductor TodayPartnership/M&A
01:07Impact score 15
TRUMPF showcasing updated 25G and 56G VCSEL technology and portfolio at OFC
TRUMPF Photonic Components is showcasing its updated 25G and 56G VCSEL product portfolio and matching photodiodes at OFC 2023. This is a routine product portfolio update at a major industry trade show, highlighting advancements in high-speed optical components for datacom and sensing markets. Neutral: This is a standard product showcase with no immediate impact on supply, demand, or pricing for the broader semiconductor market.
VCSELPhotodiodesTRUMPF Photonic Components GmbHSemiconductor TodayProduct Launch

Mon, Feb 20

20:26Impact score 60
Microchip investing $880m to expand SiC and silicon capacity in Colorado Springs
Microchip Technology plans to invest $880 million over several years to expand its silicon carbide (SiC) and silicon production capacity in Colorado Springs. This investment is part of a broader industry push to increase SiC supply for automotive, industrial, and energy applications. Bearish: The planned capacity expansion increases future supply, potentially easing long-term pricing pressure for SiC and silicon power components.
Silicon Carbide (SiC)Silicon (Si) Power SemiconductorsMicrochip Technology IncSemiconductor TodayCapacity Change
20:09Impact score 15
BluGlass secures first customer purchase orders for 405nm and 420nm commercial lasers
BluGlass Ltd has secured initial purchase orders for its 405nm and 420nm 250mW single-mode GaN lasers from two customers. This marks a commercial milestone for the company's proprietary RPCVD technology. Neutral: The event is company-specific and unlikely to impact broader GaN laser supply or pricing in the near term.
GaN Laser DiodeBluGlass LtdSemiconductor TodayProduct Launch

Wed, Feb 15

21:42Impact score 10
VisIC demos efficient GaN-based 3-phase traction inverter with automotive-grade PMSM motor
VisIC Technologies has successfully demonstrated its 650V GaN half-bridge power module in a 3-phase traction inverter configuration, testing it with a PMSM motor at a major automotive OEM. This represents an R&D milestone for GaN technology's adoption in high-power automotive applications like electric vehicle drivetrains. Neutral: This is a technology validation with no immediate impact on component supply, pricing, or trading dynamics.
GaN Power FETTraction InverterVisIC Technologies LtdSemiconductor TodayTechnical
00:08Impact score 15
POET to demo 800G optical engines and light source products at OFC
POET Technologies will demonstrate its 800G optical engine and light source products at OFC 2023. The company's Optical Interposer technology targets data center, telecom, and AI infrastructure markets. Neutral: This is a technology showcase with no immediate, direct impact on component supply, demand, or pricing.
Optical InterposerPhotonic Integrated Circuits (PICs)POET Technologies IncSemiconductor TodayProduct Launch

Tue, Feb 14

19:32Impact score 20
Navitas fast charges global launch of OnePlus 11 5G flagship smartphone
Navitas Semiconductor announced its GaNFast power ICs are used to fast-charge the new OnePlus 11 5G flagship smartphone. This is a design-win for Navitas in the high-volume smartphone market, potentially increasing GaN IC adoption. Neutral: This specific consumer product launch is unlikely to cause immediate, measurable shifts in GaN component supply, pricing, or trader inventory decisions.
GaN Power ICsNavitas SemiconductorSemiconductor TodayProduct Launch

Fri, Feb 10

18:56Impact score 15
Transphorm GaN FET designed into HP’s 65W USB-C PD/PPS power adapter
Transphorm announced its GaN FET technology has been designed into a 65W HP USB-C power adapter, marking a design win in the 25-350W adapter segment. This represents a commercial validation of Transphorm's GaN components in the competitive consumer power supply market. Neutral: This single design win is unlikely to materially shift broader GaN supply/demand or pricing dynamics for traders.
GaN FETTransphorm IncSemiconductor TodayProduct Launch

Thu, Feb 9

02:11Impact score 15
Alpha and Omega Semiconductor announces silicon carbide license deal and supply agreement
Alpha and Omega Semiconductor (AOS) has entered into a license and supply agreement with an unnamed leading automotive power semiconductor supplier for its proprietary aSiC MOSFET and diode technology. This deal expands AOS's SiC technology footprint into the automotive sector through licensing and engineering support. Neutral: This is a long-term business development that does not immediately alter the supply-demand balance or pricing for SiC components in the spot market.
SiC MOSFETSiC DiodeAlpha and Omega Semiconductor LtdSemiconductor TodayPartnership/M&A

Wed, Feb 8

02:48Impact score 10
ams OSRAM qualifies Aixtron’s G5+ C and G10-AsP systems on 200mm wafers for micro-LEDs
ams OSRAM has qualified Aixtron's G5+ C and G10-AsP MOCVD systems for micro-LED production on 200mm wafers. This is a technical milestone in the development of next-generation display technology. Neutral: This is a long-term R&D development with no immediate impact on component supply, pricing, or trader inventory decisions.
micro-LEDAixtron SE, ams OSRAM GmbHSemiconductor TodayTechnical

Fri, Feb 3

16:17Impact score 45
MACOM to acquire OMMIC for €38.5m
MACOM Technology Solutions has entered a definitive agreement to acquire the assets and operations of French semiconductor manufacturer OMMIC SAS for €38.5 million. The acquisition aims to bolster MACOM's European presence and enhance its capabilities in GaAs and GaN-based RF and microwave technologies.
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This M&A consolidates specialized III-V semiconductor manufacturing capacity, potentially tightening supply for high-performance RF components used in defense and telecom markets.
GaAs MMICGaN MMICMACOM Technology Solutions, OMMIC SASSemiconductor TodayPartnership/M&A

Thu, Feb 2

21:22Impact score 20
POET announces availability of 400G and 800G receive optical engines
POET Technologies has begun sampling its 400G FR4 and 800G 2xFR4 receive optical engines (RXOEs). The company is partnering with Luxshare Technology as a lead customer to enable transceiver solutions. This is a technology milestone with no immediate, direct impact on component supply, pricing, or inventory.
400G Optical Engine800G Optical EngineOptical TransceiversPOET Technologies Inc., Luxshare Precision Industry Co LtdSemiconductor 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, Mar 2

OpenLight announces availability of first PDK sampler to accelerate component testing

MACOM to demo 100G/lane optical link with linear drive interface at OFC

Wed, Mar 1

Quantifi Photonics launches first CW-WDM MSA-compliant laser test source

BluGlass appoints president Jim Haden as CEO

Adoption of 800V in mass-market EVs to boost transition of power electronics to SiC

Lightsource bp orders 4GW of First Solar modules, for US projects in 2026-2028

Sat, Feb 25

Navitas’ Q4 revenue up 68% year-on-year, boosted by acquisitions

Thu, Feb 23

Coherent introduces 1300nm high-power DFB lasers for silicon photonics-based transceivers

Wed, Feb 22

POET to design optical engines for Beijing FeiYunYi’s 100G optical transceiver modules

TRUMPF showcasing updated 25G and 56G VCSEL technology and portfolio at OFC

Mon, Feb 20

Microchip investing $880m to expand SiC and silicon capacity in Colorado Springs

BluGlass secures first customer purchase orders for 405nm and 420nm commercial lasers

Wed, Feb 15

VisIC demos efficient GaN-based 3-phase traction inverter with automotive-grade PMSM motor

POET to demo 800G optical engines and light source products at OFC

Tue, Feb 14

Navitas fast charges global launch of OnePlus 11 5G flagship smartphone

Fri, Feb 10

Transphorm GaN FET designed into HP’s 65W USB-C PD/PPS power adapter

Thu, Feb 9

Alpha and Omega Semiconductor announces silicon carbide license deal and supply agreement

Wed, Feb 8

ams OSRAM qualifies Aixtron’s G5+ C and G10-AsP systems on 200mm wafers for micro-LEDs

Fri, Feb 3

MACOM to acquire OMMIC for €38.5m

Thu, Feb 2

POET announces availability of 400G and 800G receive optical engines

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