NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Jun 21

19:40Impact score 20
Tagore launches GaAs pHEMT ultra-low-noise amplifiers and linear PA driver
Fabless firm Tagore Technology has launched a family of GaAs pHEMT ultra-low-noise amplifiers and a linear PA driver, tunable from 100MHz to 5GHz. The products target 5G infrastructure and satellite radio applications, representing a new entrant in the RF component market.
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This launch introduces new supply for specialized RF components but is unlikely to materially impact pricing or supply dynamics for established GaAs/GaN markets in the near term.
GaAs pHEMT AmplifiersGaN-on-Si RF ComponentsTagore Technology IncSemiconductor TodayProduct Launch

Fri, Jun 17

23:27Impact score 10
CompoundTek and STAr co-develop silicon photonics wafer testers
CompoundTek and STAr Technologies have co-developed an automated silicon photonics wafer test solution. This partnership aims to improve testing efficiency for SiPh production, a key enabling technology for AI and data centers. The development is a technical milestone with no immediate, direct impact on component supply, pricing, or trader decisions.
Silicon Photonics WafersCompoundTek, STAr Technologies IncSemiconductor TodayTechnical
19:31Impact score 15
Navitas’ GaNFast power ICs powering Anker’s 100W fast charger
Navitas Semiconductor announced its GaNFast power ICs with GaNSense technology are being used in Anker's new 100W fast charger. This is a design win for Navitas in the consumer fast-charging accessory market. Neutral: This is a specific product launch with no immediate, quantifiable impact on broader GaN component supply, demand, or pricing for traders.
GaN Power ICsNavitas SemiconductorSemiconductor TodayProduct Launch

Thu, Jun 16

16:25Impact score 12
Qorvo awarded Department of Defense advanced RF GaN program
Qorvo has been selected by the U.S. Department of Defense for the 'STARRY NITE' program focused on advancing domestic Radio Frequency Gallium Nitride (GaN) technology. This is part of the DoD's microelectronics roadmap to bolster domestic SOTA capabilities. Neutral: This R&D contract is a long-term technology development milestone with no immediate impact on commercial GaN supply, pricing, or trader inventory decisions.
RF GaNQorvo IncSemiconductor TodayTechnical

Wed, Jun 15

18:42Impact score 8
Finwave targeting 5G with 3DGaN FinFET technology
Finwave Semiconductor (formerly Cambridge Electronics) is targeting 5G communications with its proprietary 3D GaN FinFET technology. This is an R&D milestone for a private company, focusing on a novel transistor architecture for potential performance improvements. Neutral: No immediate impact on supply, demand, or pricing of commercial GaN components; this is a long-term technology development.
GaN RF DevicesFinwave Semiconductor IncSemiconductor TodayTechnical
18:31Impact score 10
BluGlass ships first prototype laser diode products
BluGlass Ltd has shipped its first fully packaged laser diode prototypes to an initial customer. The shipment utilizes the company's proprietary RPCVD technology for manufacturing laser diodes and next-generation LEDs.
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Laser DiodesBluGlass LtdSemiconductor TodayProduct Launch
04:54Impact score 10
GaN Systems showcasing power electronics advances at TSMC Technology Symposium
GaN Systems showcased its latest gallium nitride power electronics innovations at the TSMC Technology Symposium. The event highlights ongoing R&D in GaN technology for consumer, data-center, industrial, and automotive markets. Neutral: This is a routine technology demonstration with no immediate, quantifiable impact on supply, demand, or pricing for traders.
GaN Power SemiconductorsGaN Systems IncSemiconductor TodayTechnical

Thu, Jun 9

21:21Impact score 10
HG collaborating with China Titans Energy on GaN-based fast-charging
HG Semiconductor has entered a three-year strategic cooperation framework with China Titans Energy to promote and sell GaN-based fast-charging pile technology in mainland China and Hong Kong. This partnership aims to leverage GaN's efficiency advantages in the EV charging infrastructure market. Neutral: This is a long-term commercial agreement for market promotion with no immediate, quantifiable impact on semiconductor supply, demand, or pricing.
GaN Power SemiconductorsHG Semiconductor Ltd, China Titans Energy Technology Group Co LtdSemiconductor TodayPartnership/M&A
17:19Impact score 10
Navitas highlights long-term partnership and record GaN shipments at TSMC Technology Symposium
Navitas Semiconductor announced record GaN power IC shipments and highlighted its long-term partnership with TSMC at the foundry's 2022 Technology Symposium. The announcement serves as a promotional update on their technology adoption and manufacturing relationship. This provides background on GaN market activity but contains no specific data on supply, demand, or pricing that would directly impact trading decisions.
GaN Power ICsNavitas Semiconductor, TSMCSemiconductor TodayTechnical

Wed, Jun 8

23:32Impact score 10
Tower showcasing key process and PDK features of silicon photonics process
Tower Semiconductor is hosting a webinar on June 28th to showcase the key process and PDK features of its PH18 silicon photonics platform with integrated lasers. This is a routine design-enablement activity aimed at educating potential customers and designers. Neutral: This is a standard technical marketing event with no immediate impact on component supply, demand, or pricing.
Silicon Photonics ICsTower Semiconductor LtdSemiconductor TodayTechnical

Tue, Jun 7

17:56Impact score 15
OpenLight unveils open silicon photonics platform with integrated lasers
Newly launched company OpenLight has introduced an open silicon photonics platform featuring integrated lasers, targeting improved performance and power efficiency for the growing market. This represents a technology development milestone but does not report on immediate supply, demand, or pricing changes for existing electronic components. Neutral: This is a background technology announcement with no direct, quantifiable impact on current trading decisions for semiconductors.
Silicon PhotonicsIntegrated LasersOpenLightSemiconductor TodayProduct Launch
00:17Impact score 15
EPC launches three-phase BLDC motor drive inverter
Efficient Power Conversion (EPC) has launched the EPC9173, a three-phase BLDC motor drive inverter board utilizing its EPC23101 eGaN IC and GaN FET. This is a product demonstration platform showcasing EPC's GaN technology for motor control applications. Neutral: This is a standard product launch for a development kit and does not indicate a shift in supply, demand, or pricing for the underlying GaN components.
GaN FETsMotor Drive ICsEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch

Thu, Jun 2

16:30Impact score 15
Transphorm’s GaN FET used in Nayuta’s LEMURIA Li-ion battery power supply
Transphorm's GaN FETs are being used in Nayuta's LEMURIA ME3000, a fanless Li-ion battery power supply for medical equipment achieving 99% efficiency. This represents a niche application win in the medical certification space. Neutral: This is a specific design win with no immediate, broad impact on GaN supply, demand, or pricing for traders.
GaN FETsTransphorm IncSemiconductor TodayProduct Launch

Wed, Jun 1

17:23Impact score 10
GaN Systems makes available GaN transistor ADS models for ISM RF power
GaN Systems has released ADS models for its GaN transistors, targeting the RF power market. This move aims to ease design adoption and challenge incumbent silicon LDMOS technology. Neutral: This is a design support tool release with no immediate impact on component supply, pricing, or inventory.
GaN RF Power TransistorsGaN SystemsSemiconductor TodayTechnical

Wed, May 25

22:50Impact score 15
EPC launches smallest 40V, 1.1mΩ FET
EPC has launched the EPC2066, a 40V GaN FET with a typical on-resistance of 0.8mΩ, expanding its portfolio of low-voltage, off-the-shelf GaN transistors. This is a routine product introduction aimed at power management applications, offering improved performance in a smaller form factor. Neutral: This launch represents incremental technology advancement but does not signal any immediate supply, demand, or pricing shifts for the broader power semiconductor market.
GaN FETPower TransistorsEfficient Power Conversion CorpSemiconductor TodayProduct Launch

Tue, May 24

20:15Impact score 8
Showa Denko’s 8-inch SiC wafer development project funded by NEDO
Showa Denko's project to develop 8-inch SiC wafer technology has received funding from Japan's NEDO Green Innovation Fund. This is a long-term R&D initiative aimed at improving the cost and quality of next-generation power semiconductors. Neutral: This is a multi-year research project with no immediate impact on wafer supply, pricing, or trading dynamics.
SiC Epitaxial WafersSiC SubstratesShowa Denko K.K.Semiconductor TodayTechnical

Fri, May 20

23:50Impact score 10
GlobalFoundries unveils GF Labs to accelerate technology innovation
GlobalFoundries announced the launch of GF Labs, a new program focused on extending its technology development horizon and differentiating its long-term roadmap. The initiative aims to help customers accelerate product development but does not announce any immediate changes to production capacity, pricing, or supply. Neutral: This is a long-term R&D announcement with no direct impact on current trading dynamics for specific components.
GlobalFoundriesSemiconductor TodayTechnical

Thu, May 19

20:13Impact score 25
Nexperia and KYOCERA AVX partner on GaN automotive power modules
Nexperia and KYOCERA AVX have announced a partnership to jointly develop gallium nitride (GaN) power modules for electric vehicle applications. This collaboration builds on an existing relationship and targets the growing EV power electronics market. Neutral: This is a long-term development agreement with no immediate impact on component supply, pricing, or availability for traders.
GaN Automotive Power ModulesNexperia B.V., KYOCERA AVX Components (Salzburg) GmbHSemiconductor TodayPartnership/M&A

Tue, May 17

16:26Impact score 10
Silicon carbide patent analysis shows firms building vertically integrated supply chains
Yole Développement forecasts the SiC power device market to grow at a 34% CAGR, exceeding $6bn by 2027, driven by EV adoption. Major players like STMicroelectronics, Infineon, and Wolfspeed are building vertically integrated supply chains to secure material and meet demand. Neutral: This is a long-term market trend analysis with no immediate, specific trading catalyst for price action.
SiC Power DevicesSTMicroelectronics, Infineon and 7 totalSemiconductor TodayMarket Analysis

Mon, May 16

16:32Impact score 10
Porotech wins Innovation Zone Award - Best Prototype Category at Display Week
Porotech, a spin-off from the University of Cambridge, won the 'Best Prototype' award at Display Week 2022 for its porous GaN material technology aimed at MicroLED displays. The award highlights a potential future technology for improving MicroLED efficiency and manufacturability. Neutral: This is a long-term R&D milestone with no immediate impact on trading dynamics for existing display or LED components.
MicroLEDGaN-based LEDPorotechSemiconductor 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

Tue, Jun 21

Tagore launches GaAs pHEMT ultra-low-noise amplifiers and linear PA driver

Fri, Jun 17

CompoundTek and STAr co-develop silicon photonics wafer testers

Navitas’ GaNFast power ICs powering Anker’s 100W fast charger

Thu, Jun 16

Qorvo awarded Department of Defense advanced RF GaN program

Wed, Jun 15

Finwave targeting 5G with 3DGaN FinFET technology

BluGlass ships first prototype laser diode products

GaN Systems showcasing power electronics advances at TSMC Technology Symposium

Thu, Jun 9

HG collaborating with China Titans Energy on GaN-based fast-charging

Navitas highlights long-term partnership and record GaN shipments at TSMC Technology Symposium

Wed, Jun 8

Tower showcasing key process and PDK features of silicon photonics process

Tue, Jun 7

OpenLight unveils open silicon photonics platform with integrated lasers

EPC launches three-phase BLDC motor drive inverter

Thu, Jun 2

Transphorm’s GaN FET used in Nayuta’s LEMURIA Li-ion battery power supply

Wed, Jun 1

GaN Systems makes available GaN transistor ADS models for ISM RF power

Wed, May 25

EPC launches smallest 40V, 1.1mΩ FET

Tue, May 24

Showa Denko’s 8-inch SiC wafer development project funded by NEDO

Fri, May 20

GlobalFoundries unveils GF Labs to accelerate technology innovation

Thu, May 19

Nexperia and KYOCERA AVX partner on GaN automotive power modules

Tue, May 17

Silicon carbide patent analysis shows firms building vertically integrated supply chains

Mon, May 16

Porotech wins Innovation Zone Award - Best Prototype Category at Display Week

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