POET Technologies demonstrated its 200G FR4 Transmit and 400G FR4 Receive Optical Engines at OFC 2022. This showcases progress in their photonic integration technology for data center and telecom markets. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader decisions.
GaN Systems' GaN power semiconductors have been selected for the Samsung Galaxy S22+ and Ultra's 45W fast charger, enabling higher power density and efficiency. This design win reinforces the adoption of GaN technology in high-volume consumer fast-charging applications. Neutral: While a positive signal for GaN Systems' market traction, this single product launch does not indicate a near-term supply/demand imbalance or price impact for GaN components.
Transphorm is exhibiting customer products and presenting technological innovations for GaN FETs at the APEC 2022 conference. The event serves as a platform to showcase the company's progress and drive broader industry adoption of GaN power conversion technology. Neutral: This is a standard promotional activity at a technical conference with no immediate, quantifiable impact on supply, demand, or pricing for GaN components.
EPC and Analog Devices have launched the EPC9160 reference design board, a dual-output synchronous buck converter operating at up to 2MHz, converting 9-24V input to 3.3-5V output and delivering up to 15A per channel. This collaboration aims to showcase high-density power conversion capabilities using EPC's eGaN FETs. Neutral: This is a technology demonstration and reference design launch with no immediate, direct impact on supply, demand, or pricing for trading.
ROHM Semiconductor announced that Lucid Motors has selected its SiC MOSFETs for the on-board charger in the Lucid Air EV, which is now in customer delivery. This represents a significant design win in the luxury EV segment, validating ROHM's SiC technology. Neutral: While a positive signal for ROHM's SiC demand, this specific win does not indicate a near-term supply constraint or price movement for the broader SiC component market.
Ranovus and TE Connectivity demonstrated the first monolithic 800G optical interconnect platform for CPO applications at OFC 2022. This is a technical milestone showcasing progress in next-generation data center connectivity. Neutral: This R&D demonstration has no immediate impact on supply, demand, or pricing for electronic components.
Ranovus announced the availability of its Odin 100G optical I/O cores, manufactured on GlobalFoundries' GF Fotonix platform, which monolithically integrates photonics and RF-CMOS on 300mm silicon. This represents a technical milestone for high-speed data center interconnects but does not indicate an immediate shift in production capacity or supply for existing components. Neutral: This is a long-term technology development with no direct, near-term impact on component pricing or availability for traders.
GlobalFoundries announced a collaboration with Broadcom, Cisco, Marvell, NVIDIA, and several photonics firms to develop silicon photonics solutions for data centers. This is a long-term R&D initiative aimed at future high-speed interconnect challenges. Neutral: This is a technology roadmap announcement with no immediate impact on component supply, pricing, or trader inventory decisions.
EFFECT Photonics has acquired Viasat's coherent optical DSP and FEC technology and engineering team, announced at OFC 2022. This M&A strengthens EFFECT's vertical integration in InP-based photonic integrated circuits for telecom and datacenter markets. Watch: This consolidation could alter the competitive landscape for niche optical components but has no immediate, direct impact on pricing or supply.
Source Photonics demonstrated its 50G PAM4 SFP56 optical transceivers for 5G front-haul applications at OFC 2022. The demonstration, conducted with Viavi's testing solutions, highlights ongoing R&D for next-generation telecom infrastructure. Neutral: This is a standard technology showcase with no immediate impact on component supply, demand, or pricing for traders.
NeoPhotonics announced its OSFP and QSFP-DD 400ZR transceivers were included in an interoperability demonstration at OFC 2022. This showcases the maturation of standardized 400G coherent pluggable optics technology for data center interconnects. Neutral: This is a technical milestone confirming product readiness but does not indicate an immediate shift in supply, demand, or pricing for the broader transceiver market.
MACOM demonstrated interoperability of its VCSEL driver and TIA with Broadcom's 100Gbps-per-lane VCSEL, photodetector, and PAM-4 DSP at OFC 2022. This is a technical milestone for next-generation 1.6Tbps multi-mode fiber optical modules targeting hyperscale data centers. Neutral: This is a standard R&D showcase with no immediate impact on component supply, pricing, or production capacity.
EV Group and Teramount have announced a collaboration to develop wafer-level packaging solutions for silicon photonics using EVG's nanoimprint lithography and Teramount's PhotonicPlug technology. The partnership aims to address the fiber-to-chip packaging bottleneck, a key challenge in scaling photonic integrated circuits (PICs) for datacom and telecom. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
Vector Photonics has produced 1300nm PCSEL arrays capable of emitting four concurrent wavelengths with a side-mode suppression ratio of about 35dB, targeting 800Gb datacom applications. This is an R&D milestone for a specialized photonic component in a niche market segment. Neutral: This is a pre-commercial technology demonstration with no immediate impact on the supply, demand, or pricing of mainstream electronic components.
POET Technologies demonstrated two advanced Optical Engine products and participated in a technology showcase at OFC 2022. The event highlights the company's ongoing development of its Optical Interposer and PIC technology for data center and telecom markets. Neutral: This is a standard R&D/product demonstration milestone with no immediate, quantifiable impact on supply, demand, or pricing for electronic components.
Hewlett Packard Enterprise and Ayar Labs announced a multi-year collaboration to develop silicon photonics-based optical I/O technology for future HPC and AI systems. This is a long-term R&D effort focused on chip-to-chip connectivity, not a near-term production or supply chain event. Neutral: This technology development has no immediate impact on component supply, demand, or pricing for traders.
TRUMPF Photonic Components showcased its existing 850nm VCSEL portfolio and announced a roadmap for longer-wavelength VCSELs at OFC 2022. This is a technology development targeting future datacom applications. Neutral: This is a long-term R&D announcement with no immediate impact on supply, demand, or pricing for current electronic components.
The Open Eye Consortium has released specifications for 100Gbps-per-lane optical interfaces, enabling 400Gbps and 800Gbps data center links. This standardization aims to reduce power and cost for hyperscale connectivity. Neutral: This is a long-term technology roadmap item with no immediate impact on component supply, demand, or pricing for traders.
Porotech secured $20 million in Series A funding to accelerate mass production and global expansion of its micro-LED products. The investment aims to help the company meet growing demand in the $140 billion display market. Neutral: This is a long-term R&D and capacity development milestone for a niche display technology, with no immediate, direct impact on component trading or pricing.
Intel has agreed to acquire specialty analog foundry Tower Semiconductor for $5.4 billion in cash, advancing its IDM 2.0 strategy to expand manufacturing capacity and technology portfolio. The deal aims to address high industry demand by adding Tower's specialized analog and mixed-signal process technologies to Intel's offerings. Watch: This major M&A could reshape the long-term supply landscape for specialty analog and RF chips, potentially altering competitive dynamics and foundry capacity allocation.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
| 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 |