NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Dec 16

23:24Impact score 15
TI’s half-bridge GaN FET with integrated gate driver used in Chicony’s 65W laptop power adapter
Chicony Power has designed Texas Instruments' LMG2610 half-bridge GaN FET with integrated gate driver into its new 65W laptop power adapter, achieving a 50% size reduction and up to 94% efficiency. This represents a design win for TI's integrated GaN technology in the competitive laptop adapter market. Neutral: This is a specific product design win with no immediate, broad impact on GaN FET supply, demand, or pricing for traders.
GaN FETPower Adapter ICTexas Instruments IncSemiconductor TodayProduct Launch
19:42Impact score 10
CrayoNano releases preliminary lifetime results for CrayoLED CLH-N3S
CrayoNano has released preliminary lifetime test results for its CrayoLED CLH-N3S UV-C LED, conducted by an independent third-party lab. This represents an R&D milestone in the qualification process for a specialized semiconductor component. Neutral: This is a standard product development update with no immediate impact on supply, demand, or pricing for the broader component market.
UV-C LEDCrayoNano ASSemiconductor TodayTechnical
18:58Impact score 10
Empa achieves record efficiencies of 19.8% for front illumination and 10.9% for rear illumination in bifacial CIGS solar cell
Empa research institute has achieved record conversion efficiencies of 19.8% for front illumination and 10.9% for rear illumination in a bifacial CIGS solar cell. This represents a laboratory R&D milestone for improving the performance of thin-film photovoltaic technology. The development has no immediate impact on semiconductor supply, demand, or pricing for traders.
CIGS Solar CellsSemiconductor TodayTechnical
03:06Impact score 60
National Grid Renewables orders 1.6GW of First Solar modules, for delivery in 2026-2027
First Solar secured a 1.6GWDC order for its Series 7 CdTe thin-film PV modules from National Grid Renewables, with deliveries scheduled for 2026-2027. The deal was booked ahead of the company's Q3 2022 earnings, indicating strong forward demand visibility. Bullish: This large, long-term contract locks in future capacity and signals robust demand for First Solar's specific thin-film technology, potentially tightening supply for competitors.
Cadmium Telluride (CdTe) PV ModulesFirst Solar IncSemiconductor TodayPartnership/M&A

Wed, Dec 14

23:30Impact score 20
EPC shipping lowest on-resistance 150V and 200V GaN FETs on market
EPC has launched the EPC2305 (150V, 3mΩ) and EPC2304 (200V, 5mΩ) GaN FETs in a thermally enhanced QFN package, claiming them as the lowest on-resistance devices on the market for their voltage classes. This is a routine product launch aimed at improving performance in power conversion applications. Neutral: This announcement does not indicate a change in supply, demand, or pricing for existing components, representing a standard technology iteration.
GaN FETPower TransistorEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch
22:26Impact score 15
Edge-emitting laser market growing at 13% CAGR to $7.4bn in 2027
Yole Intelligence forecasts the edge-emitting laser (EEL) market to grow at a 13% CAGR, reaching $7.4 billion by 2027 from $3.5 billion in 2021. This growth is driven by demand from data communications, industrial, and sensing applications. Neutral: This is a long-term market projection without specific data on current supply constraints, inventory levels, or immediate price impacts for traders.
Edge-Emitting Lasers (EEL)Semiconductor TodayMarket Analysis
01:32Impact score 10
CGD and IFP Energies nouvelles sign automotive inverter development deal
Fabless GaN company Cambridge GaN Devices (CGD) has signed a development agreement with French research institute IFPEN to create an automotive inverter using GaN technology. This partnership aims to leverage GaN's efficiency for next-generation electric vehicle powertrains. Neutral: This is a long-term R&D milestone with no immediate impact on GaN device supply, pricing, or trader inventory decisions.
GaN Power DevicesAutomotive InvertersCambridge GaN Devices LtdSemiconductor TodayTechnical

Fri, Dec 9

19:56Impact score 15
Luminus releases Salud COB LEDs
Luminus Devices has expanded its human-centric lighting portfolio with the launch of its Salud COB LEDs, featuring high R9 values and CRI of 90 for WELL Building compliance. This is a new product introduction targeting the illumination market. Neutral: This is a niche product launch with no immediate, quantifiable impact on the broader LED component supply, demand, or pricing relevant to traders.
COB LEDsLuminus Devices IncSemiconductor TodayProduct Launch
17:30Impact score 8
Coherent partners with ETRI and KAIST on devices for Korean market
Coherent Corp has signed an MoU with South Korean research institutes ETRI and KAIST to collaborate on advanced electronic and photonic devices for the Korean market. The partnership focuses on R&D and technology development, not immediate commercial production or supply chain changes. Neutral: This is a long-term R&D initiative with no direct impact on current component pricing, supply, or trader decisions.
PhotonicsAdvanced Electronic DevicesCoherent CorpSemiconductor TodayTechnical

Wed, Dec 7

17:46Impact score 10
Phlux secures £4m in seed funding to bring antimonide-based LiDAR sensors to market
Phlux Technology secured £4 million in seed funding to commercialize its antimonide-based infrared sensors for LiDAR applications. The funding round was led by Octopus Ventures and included several venture capital and UK government innovation funds. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
LiDAR SensorInfrared SensorPhlux TechnologySemiconductor TodayTechnical

Fri, Dec 2

00:06Impact score 15
ROHM and BASiC partner on silicon carbide power devices for automotive applications
ROHM and China's BASiC Semiconductor have formed a strategic partnership focused on silicon carbide power devices for the automotive market. This collaboration aims to combine ROHM's SiC technology with BASiC's market position in China. Neutral: This is a long-term strategic alignment with no immediate impact on supply, demand, or pricing for existing SiC components.
SiC Power DevicesROHM Co Ltd, Shenzhen BASiC Semiconductor LtdSemiconductor TodayPartnership/M&A

Thu, Dec 1

22:03Impact score 10
ST to qualify Soitec’s silicon carbide substrate technology over next 18 months
STMicroelectronics plans to qualify Soitec's SmartSiC substrate technology over the next 18 months, targeting future adoption for its 200mm SiC manufacturing. This is a long-term R&D and supply chain partnership aimed at securing advanced substrate supply for ST's power device and module business. Neutral: This is a multi-year technical qualification with no immediate impact on current SiC wafer or device supply, pricing, or trader inventory decisions.
Silicon Carbide (SiC) SubstratesSTMicroelectronics, SoitecSemiconductor TodayTechnical
02:05Impact score 5
Invitalia and Midsummer agree final terms for Italian CIGS PV factory start-up
Invitalia, Italy's state investment agency, has finalized grant payment terms to support Midsummer AB's investment in a CIGS thin-film solar panel factory in Italy. This agreement facilitates the start-up of a new production line for building-integrated photovoltaics (BIPV). Neutral: This is a long-term, project-specific capacity addition for a niche solar technology with no immediate, direct impact on mainstream semiconductor trading.
CIGS Thin-Film Solar CellsMidsummer ABSemiconductor Today

Thu, Nov 24

23:38Impact score 10
Kyocera develops smallest GaN laser chip mass produced from silicon substrate
Kyocera Corp has developed a new thin-film process enabling the mass production of GaN-based micro-light sources, including lasers and micro-LEDs, on silicon substrates with side lengths under 100μm. This is a manufacturing technology advancement for next-generation display and photonics components. Neutral: This is a long-term R&D milestone with no immediate impact on supply, demand, or pricing of existing electronic components.
GaN LasersMicro-LEDsKyocera CorpSemiconductor TodayTechnical
18:13Impact score 8
Ganvix partners with BluGlass to develop green GaN VCSELs
BluGlass has partnered with startup Ganvix to develop green GaN VCSELs in the 515-525nm wavelength range. This collaboration aims to advance a nascent technology for applications like AR/VR and sensing. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trading dynamics.
GaN VCSELGallium NitrideBluGlass Ltd, Ganvix IncSemiconductor TodayTechnical
17:27Impact score 10
Scantinel raises €10m in Series A funding from PhotonDelta, Scania and ZEISS
Scantinel Photonics secured €10 million in Series A funding from PhotonDelta, Scania, and ZEISS to roll out its FMCW LiDAR devices. The funding supports the commercialization of a specific LiDAR technology for autonomous mobility and industrial applications. Neutral: This is a company-specific R&D funding event with no immediate, direct impact on semiconductor supply, demand, or pricing for traders.
LiDARFMCW LiDARScantinel Photonics GmbHSemiconductor TodayTechnical

Wed, Nov 23

20:07Impact score 15
Silanna UV launches SF1 series of UV-C LEDs, highlighting nitrate sensing applications
Silanna UV has launched its SF1 series of UV-C LEDs targeting the 230-260nm range, specifically for nitrate sensing applications in water quality monitoring. The product leverages the company's patented short-period superlattice technology and includes a reference design for a nitrate detector. This is a niche product launch with no immediate, broad impact on semiconductor supply, demand, or pricing relevant to traders.
UV-C LEDSilanna UVSemiconductor TodayProduct Launch
00:26Impact score 10
ROHM, Mazda and Imasen to co-develop inverters for e-Axle using SiC power modules
ROHM, Mazda, and Imasen have signed a joint development agreement for SiC power modules and inverters for Mazda's future e-Axle electric drive units. This collaboration aims to leverage SiC technology to improve EV efficiency and performance. Neutral: This is a long-term R&D project with no immediate impact on component supply, demand, or pricing.
SiC Power ModulesInvertersROHM Co., Ltd., Mazda Motor Corporation and 3 totalSemiconductor TodayTechnical

Tue, Nov 22

20:10Impact score 10
ITRI introduces high-resolution full-color micro-LED display for AR glasses
Taiwan's ITRI has introduced a high-resolution full-color micro-LED display technology for AR glasses, aimed at assisting panel makers in upgrading their capabilities for next-generation AR products. This is a research and development milestone from a public institute, not a commercial production announcement from a major manufacturer. Neutral: This R&D announcement has no immediate impact on component supply, demand, or pricing for traders.
Micro-LEDAR DisplaySemiconductor TodayTechnical
02:58Impact score 10
ZSW’s perovskite-CIGS tandem solar module reaches 21%+ efficiency
Germany's ZSW research institute has achieved a 21.1% efficiency milestone for a perovskite-CIGS tandem solar module. This represents a laboratory R&D advancement for flexible, thin-film solar technology. Neutral: This is a long-term R&D development with no immediate impact on semiconductor trading or component supply/demand.
CIGS Thin-Film SolarPerovskite SolarZSWSemiconductor 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, Dec 16

TI’s half-bridge GaN FET with integrated gate driver used in Chicony’s 65W laptop power adapter

CrayoNano releases preliminary lifetime results for CrayoLED CLH-N3S

Empa achieves record efficiencies of 19.8% for front illumination and 10.9% for rear illumination in bifacial CIGS solar cell

National Grid Renewables orders 1.6GW of First Solar modules, for delivery in 2026-2027

Wed, Dec 14

EPC shipping lowest on-resistance 150V and 200V GaN FETs on market

Edge-emitting laser market growing at 13% CAGR to $7.4bn in 2027

CGD and IFP Energies nouvelles sign automotive inverter development deal

Fri, Dec 9

Luminus releases Salud COB LEDs

Coherent partners with ETRI and KAIST on devices for Korean market

Wed, Dec 7

Phlux secures £4m in seed funding to bring antimonide-based LiDAR sensors to market

Fri, Dec 2

ROHM and BASiC partner on silicon carbide power devices for automotive applications

Thu, Dec 1

ST to qualify Soitec’s silicon carbide substrate technology over next 18 months

Invitalia and Midsummer agree final terms for Italian CIGS PV factory start-up

Thu, Nov 24

Kyocera develops smallest GaN laser chip mass produced from silicon substrate

Ganvix partners with BluGlass to develop green GaN VCSELs

Scantinel raises €10m in Series A funding from PhotonDelta, Scania and ZEISS

Wed, Nov 23

Silanna UV launches SF1 series of UV-C LEDs, highlighting nitrate sensing applications

ROHM, Mazda and Imasen to co-develop inverters for e-Axle using SiC power modules

Tue, Nov 22

ITRI introduces high-resolution full-color micro-LED display for AR glasses

ZSW’s perovskite-CIGS tandem solar module reaches 21%+ efficiency

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