NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Oct 7

15:34Impact score 15
CrayoNano launches CrayoLED H-series of UV-C LEDs
CrayoNano has launched its CrayoLED H-Series (CLH-N3S) of UV-C LED packaged components targeting the industrial and commercial disinfection market. The launch is based on the company's proprietary nanomaterials technology and aims to meet reliability standards for a growing market. Neutral: This is a new product introduction by a niche player with no immediate, quantifiable impact on the broader semiconductor supply, demand, or pricing dynamics relevant to traders.
UV-C LEDCrayoNano ASSemiconductor TodayProduct Launch

Thu, Oct 6

19:25Impact score 12
MICLEDI and Kura partner on manufacturing AR glasses
MICLEDI Microdisplays and Kura Technologies announced a collaboration to manufacture AR glasses, utilizing MICLEDI's 300mm micro-LED display technology. This partnership is focused on integrating a novel display solution into Kura's next-generation AR headset architecture. Neutral: This is a long-term R&D and design win announcement with no immediate impact on component supply, demand, or pricing for traders.
micro-LED displaysMICLEDI Microdisplays B.V.Semiconductor TodayTechnical
17:40Impact score 10
IQE partners with MICLEDI to develop micro-LEDs for AR products
Epiwafer supplier IQE has partnered with micro-LED display developer MICLEDI to commercialize micro-LED technology for augmented reality applications. The collaboration aims to combine IQE's epitaxial materials with MICLEDI's display integration expertise. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
micro-LEDepiwaferIQE plc, MICLEDI Microdisplays B.V.Semiconductor TodayTechnical

Tue, Oct 4

19:09Impact score 55
SweGaN raises €12m in Series A financing to expand production capacity
SweGaN secured €12 million in Series A funding to expand its production capacity for custom GaN-on-SiC epitaxial wafers. The funding round was co-led by venture capital firms and included participation from MediaTek, indicating strategic backing for the specialized supplier. Bearish: Increased wafer supply capacity could ease long-term pricing pressure for GaN-on-SiC materials used in telecom and defense.
GaN-on-SiC Epitaxial WafersSweGaN ABSemiconductor TodayCapacity Change

Fri, Sep 30

20:33Impact score 15
RF GaAs device revenue declining in 2022 with softening of handset demand
Strategy Analytics forecasts a decline in RF GaAs device revenue for 2022, following strong growth in 2021. The primary driver is softening demand in the handset market, which is the largest application for these components. Bearish: The projected revenue decline signals weakening demand for RF GaAs components, a potential headwind for spot market pricing.
RF GaAs DevicesSemiconductor TodayMarket Analysis

Thu, Sep 29

15:56Impact score 25
onsemi launches automotive SiC-based power modules for on-board chargers
onsemi has launched its APM32 series, a trio of SiC-based power modules in transfer-molded packages targeting 11-22kW on-board chargers for electric vehicles. This is a technology introduction aimed at improving charging efficiency and speed in the growing EV market. Neutral: This product launch is a competitive development but does not directly signal an immediate shift in supply, demand, or pricing for existing SiC components.
SiC Power ModulesOn-Board ChargersonsemiSemiconductor TodayProduct Launch

Wed, Sep 28

21:42Impact score 8
Novel Crystal Technology reports first inverted gallium oxide DI-MOS transistor
Novel Crystal Technology reported the first basic operation of a gallium oxide inverted DI-MOSFET with a 1kV breakdown voltage and 6V threshold voltage at a Japanese academic symposium. This is part of a long-term R&D program funded by the Japanese government since 2019, aiming to commercialize β-Ga2O3 transistors. Neutral: This is a pure R&D milestone with no immediate impact on commercial supply, demand, or pricing for existing power semiconductor components.
Gallium Oxide (β-Ga2O3) Power DevicesNovel Crystal Technology IncSemiconductor TodayTechnical
07:06Impact score 10
Altum RF announces new grant and collaboration with ITRI and TMYTEK
Altum RF announced a grant and collaboration with Taiwan's ITRI and TMYTEK to develop mmWave solutions for 5G/B5G and SATCOM markets. This is an early-stage R&D initiative funded under the Eureka Globalstars Taiwan framework. Neutral: This is a long-term technology development effort with no immediate impact on component supply, pricing, or trader inventory decisions.
mmWave RF Components5G/B5G Front-EndSATCOM ChipsAltum RF, TMY Technology Inc (TMYTEK)Semiconductor TodayTechnical

Tue, Sep 27

01:38Impact score 12
Oxford Instruments and ITRI develop recessed-gate GaN MISHEMT
Oxford Instruments and ITRI announced a technology development for recessed-gate GaN MISHEMTs, targeting improved performance for EV and data center power applications. This is a research and development milestone focused on process technology. Neutral: This is a long-term R&D announcement with no immediate impact on component supply, pricing, or trading dynamics.
GaN MISHEMTGaN-on-Si power devicesOxford Instruments Plasma TechnologySemiconductor TodayTechnical

Fri, Sep 23

01:07Impact score 15
ELPHiC sampling InP integrated optics/electronics PIN receiver, eliminating APDs
Fabless firm ELPHiC has begun sampling its integrated InP optics/electronics PIN receiver, following earlier sampling of its 10G 1271 laser for ONU applications. This represents a technology milestone in moving towards integrated photonic solutions, potentially simplifying optical module assembly. Neutral: This is a long-term R&D development with no immediate impact on component supply, demand, or pricing for traders.
InP Photonic Integrated CircuitsPIN PhotoreceiversElectroPhotonic-IC Inc (ELPHiC)Semiconductor TodayProduct Launch

Thu, Sep 22

18:59Impact score 8
BluGlass’ Silicon Valley GaN laser fab now contributing to tech roadmaps
BluGlass reports its Silicon Valley fab has several operational GaN laser diode manufacturing processes and is contributing to technical roadmaps. The company uses proprietary low-temperature RPCVD technology for devices targeting industrial, defense, and display markets. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN Laser DiodesBluGlass LtdSemiconductor TodayTechnical
16:32Impact score 15
Coherent’s 400G ZR+ QSFP-DD-DCO transceiver wins ECOC Industry Award for Optical Integration
Coherent Corp's 400G ZR+ QSFP-DD-DCO optical transceiver won the Industry Award for Optical Integration at ECOC 2022. The award recognizes technical achievement in photonics integration for high-performance data center interconnects. Neutral: This is a product recognition event with no immediate, quantifiable impact on supply, demand, or pricing for electronic components.
400G ZR+ Optical TransceiverQSFP-DD-DCOCoherent CorpSemiconductor TodayProduct Launch

Wed, Sep 21

23:09Impact score 15
VCSEL market to grow at 19.2% CAGR from $1.6bn in 2022 to $3.9bn in 2027
Yole Intelligence forecasts the VCSEL market to grow at a 19.2% CAGR from $1.6bn in 2022 to $3.9bn in 2027, driven primarily by a 22.2% CAGR in the datacom segment. This growth is attributed to datacom applications regaining market dominance over mobile & consumer. Bullish: Strong projected demand growth for VCSEL components signals potential for supply tightness and price support in the medium term.
VCSELSemiconductor TodayMarket Analysis

Tue, Sep 20

19:22Impact score 10
Vector Photonics hires operations manager
Vector Photonics has hired William Coyle as operations manager to drive commercialization of its PCSEL technology for datacom markets. This is an early-stage R&D milestone for a niche photonic component. Neutral: This personnel move has no immediate impact on supply, demand, or pricing for established optical components.
PCSELVCSELOptical TransceiversVector PhotonicsSemiconductor TodayTechnical
00:11Impact score 15
Guerrilla RF moves first SOI product into production phase
Guerrilla RF has initiated mass production of its GRF6402 digital step attenuator, its first product manufactured using a Silicon-on-Insulator (SOI) process at a premier foundry. This marks a portfolio expansion into more advanced semiconductor technology for the RF component supplier. Neutral: This is a company-specific product ramp with no immediate, broad impact on RF component supply, demand, or pricing.
RFICMMICDigital Step AttenuatorGuerrilla RF IncSemiconductor TodayProduct Launch

Fri, Sep 9

19:15Impact score 15
HG enters into strategic cooperation framework agreement with GCL
HG Semiconductor has entered a strategic cooperation framework with Golden Concord Group, linked to GCL Tech's founder Zhu Gongshan. The agreement focuses on the third-generation semiconductor industry, specifically silicon carbide (SiC) and gallium nitride (GaN) materials and equipment. Neutral: This is a long-term strategic alignment with no immediate, quantifiable impact on component supply, pricing, or trader inventory decisions.
SiC SubstratesGaN-on-Si WafersHG Semiconductor Ltd, Golden Concord Group LtdSemiconductor TodayPartnership/M&A

Thu, Sep 8

21:01Impact score 12
Clas-SiC qualifies Oxford Instruments’ contactless SiC plasma epi-prep
Clas-SiC has qualified Oxford Instruments' contactless plasma polishing solution for SiC substrates, validating it for 1200V MOSFET production. This dry process aims to replace traditional CMP with a higher-yield, lower-cost alternative. Neutral: This is a long-term process improvement with no immediate impact on component supply, pricing, or trader inventory decisions.
SiC Epitaxial WafersSiC Power SemiconductorsClas-SiC Wafer Fab Ltd, Oxford Instruments Plasma TechnologySemiconductor TodayTechnical
03:13Impact score 20
Altum RF launches 400W S-band power amplifier MMIC
Altum RF, in collaboration with TNO, has launched a 400W S-band power amplifier MMIC based on WIN Semiconductors' NP45-11 GaN technology. This is a new product introduction targeting high-power RF applications in defense, aerospace, and industrial markets. Neutral: This is a niche product launch unlikely to cause immediate supply/demand shifts or price impacts for broader RF component markets.
Power Amplifier MMICGaN RFAltum RF, WIN Semiconductors CorpSemiconductor TodayProduct Launch

Wed, Sep 7

23:34Impact score 8
Selective-area p-doping by Mg implant then UHP anneal yields kV-class, low-ON-resistance vertical GaN junction barrier Schottky
Researchers from NC State, Adroit Materials, and the Polish Academy of Sciences have developed a selective-area p-doping technique using Mg implantation and UHP annealing for vertical GaN junction barrier Schottky diodes, targeting kV-class and low ON-resistance performance. This is an academic/industry R&D milestone focused on improving the efficiency of high-power GaN devices. Neutral: This is a long-term technology development with no immediate impact on trading, supply, or pricing for existing electronic components.
GaN Power DevicesAdroit Materials IncSemiconductor TodayTechnical
19:47Impact score 15
Navitas launches first GaNSense half-bridge power ICs
Navitas Semiconductor has launched its first GaNSense half-bridge power ICs, which enable higher switching frequencies and reduced system cost compared to discrete solutions. This is a product introduction from a leading GaN power IC supplier. Neutral: This technology launch does not indicate an immediate supply/demand shift or price impact for existing components; it represents a competitive product evolution.
GaN Power ICsNavitas SemiconductorSemiconductor TodayProduct Launch

Analog	$0.68	−5.9%
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NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Oct 7

CrayoNano launches CrayoLED H-series of UV-C LEDs

Thu, Oct 6

MICLEDI and Kura partner on manufacturing AR glasses

IQE partners with MICLEDI to develop micro-LEDs for AR products

Tue, Oct 4

SweGaN raises €12m in Series A financing to expand production capacity

Fri, Sep 30

RF GaAs device revenue declining in 2022 with softening of handset demand

Thu, Sep 29

onsemi launches automotive SiC-based power modules for on-board chargers

Wed, Sep 28

Novel Crystal Technology reports first inverted gallium oxide DI-MOS transistor

Altum RF announces new grant and collaboration with ITRI and TMYTEK

Tue, Sep 27

Oxford Instruments and ITRI develop recessed-gate GaN MISHEMT

Fri, Sep 23

ELPHiC sampling InP integrated optics/electronics PIN receiver, eliminating APDs

Thu, Sep 22

BluGlass’ Silicon Valley GaN laser fab now contributing to tech roadmaps

Coherent’s 400G ZR+ QSFP-DD-DCO transceiver wins ECOC Industry Award for Optical Integration

Wed, Sep 21

VCSEL market to grow at 19.2% CAGR from $1.6bn in 2022 to $3.9bn in 2027

Tue, Sep 20

Vector Photonics hires operations manager

Guerrilla RF moves first SOI product into production phase

Fri, Sep 9

HG enters into strategic cooperation framework agreement with GCL

Thu, Sep 8

Clas-SiC qualifies Oxford Instruments’ contactless SiC plasma epi-prep

Altum RF launches 400W S-band power amplifier MMIC

Wed, Sep 7

Selective-area p-doping by Mg implant then UHP anneal yields kV-class, low-ON-resistance vertical GaN junction barrier Schottky

Navitas launches first GaNSense half-bridge power ICs

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