NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Oct 20

01:10Impact score 20
Mouser New Product Insider: Over 5,000 New Parts Added in Third Quarter of 2026
In a New Product Insider item published October 19, 2026, Mouser Electronics announced that in the third quarter of 2026 (July through September) it introduced, as an authorized global distributor, more than 5,000 new part numbers ready for shipment. Highlighted quarterly introductions include: Renesas Electronics RZ/G3SE series 64-bit general-purpose MPUs for IoT Edge applications (up to four Arm Cortex-A55 cores at up to 1.2 GHz plus a 200 MHz Cortex-M33 coprocessor); Semtech LR2021EVK2XxS1 evaluation kits based on the LR2021 LoRa Plus RF transceiver, covering 868MHz, 915MHz, 2.4GHz, S-band and L-band for satellite communications and offered in North America (915 MHz), Europe (868 MHz) and Asia (490 MHz) variants, each with two LoRa Plus RF boards and two XIAO modules based on Nordic Semiconductor's nRF54L SoC; Infineon Technologies XENSIV TLx49012 magnetic angle sensors (automotive TLE49012 and industrial TLI49012, with SPI, ABZ, PWM and UVW interfaces); and Banner Engineering S100 series multitouch displays. Mouser states its customers can expect 100% certified, genuine products fully traceable to their manufacturers. The source does not state the cause (this is a catalog-update item with no price or supply-demand event).
RZ/G3SE Quad Core MicroprocessorsLR2021 LoRa Plus RF transceiverXENSIV TLx49012 Magnetic Angle SensorsMouser Electronics, Inc., Renesas Electronics and 6 totalElectronics Sourcing

Mon, Oct 19

18:10Impact score 0
Infineon Targets Semiconductor Market for Humanoid Robotic Hands
Infineon presented its semiconductor solutions for humanoid robotic hands at SEDEX 2026 held on Oct. 16, 2026 at COEX in Seoul, highlighting microcontrollers (MCUs), power semiconductors and tactile sensors, and demonstrated a board with an MCU, gallium nitride (GaN) power semiconductors and power/position sensors capable of driving motors up to 1.2 kW, measuring about 66 mm.
The Elec
17:04Impact score 40
Infineon expands PSOC Control C3 family with secure MCUs for motor and power control
Infineon Technologies has expanded its PSOC Control C3 microcontroller family with the new PSC3M/P6 series, combining multi-motor control, power conversion capabilities and advanced security in a single device. The new MCUs can control up to four brushless DC motors while supporting post-quantum cryptography (PQC) requirements. The launch targets European developers of industrial drives, robotics, and renewable (list truncated in source). No pricing or availability timing details are stated in the source.
microcontrollers (MCUs)PSOC Control C3 microcontroller familyPSC3M/P6 seriesInfineon TechnologieseeNews Europe
10:08Impact score 45
Infineon extends Wolfspeed wafer deal to 8-inch silicon carbide
Infineon Technologies has lined up 8-inch silicon carbide (SiC) wafers from Wolfspeed under an expanded and extended long-term supply agreement. The deal gives the German chipmaker another source of the larger substrates it needs to convert its SiC fabs, and gives the US materials supplier a commitment from a top-tier customer about a year after its financial restructuring.
8-inch silicon carbide (SiC) wafersInfineon Technologies, WolfspeedDigiTimes AsiaPartnership/M&A
01:00Impact score 10
CEO Interview with Francisco Almada Lobo of Critical Manufacturing
The source is an interview with Francisco Almada Lobo, CEO and co-founder of Critical Manufacturing. The company was founded in Porto, Portugal, in 2009 and builds an Industrial Operations Platform with a manufacturing execution system (MES) at its core; since 2018 it has been part of ASMPT. Its strongest application area is semiconductor back-end and advanced packaging, which it says is also where demand is growing most. It notes new capacity is being built in the US, Europe, India and Southeast Asia, and that advanced packaging moves front-end complexity into the back-end. This is background interview content; the source contains no component price movement, production halt, or policy event.
Critical ManufacturingSemiWiki

Fri, Oct 16

19:38Impact score 45
Infineon secures 200mm SiC wafer supply deal with Wolfspeed
Infineon Technologies has signed a multi-year agreement with Wolfspeed to secure supplies of 200mm silicon carbide (SiC) wafers, supporting its shift to larger-diameter manufacturing. The deal builds on a 20-year relationship between the two companies and moves their existing wafer supply arrangement from 150mm to 200mm substrates.
200mm silicon carbide (SiC) wafers150mm substratesInfineon Technologies, WolfspeedeeNews EuropePartnership/M&A
16:57Impact score 45
Infineon and Wolfspeed expand and extend long-term SiC wafer supply agreement to 200mm
Wolfspeed Inc (Durham, NC, USA) and Infineon Technologies AG (Munich, Germany) have signed a new multi-year agreement that transitions the existing long-term supply of silicon carbide (SiC) substrates between the two companies from 150mm-diameter wafers to 200mm-diameter wafers, expanding and extending the long-term supply agreement. The source does not state the cause.
silicon carbide (SiC) substratesWolfspeed Inc, Infineon Technologies AGSemiconductor TodayPartnership/M&A
13:14Impact score 0
Infineon and Wolfspeed hook up on SiC wafers
Infineon and Wolfspeed have signed a multi-year supply agreement for 200mm SiC wafers to replace 150mm wafers.
SiC wafersInfineon, WolfspeedElectronics WeeklyPartnership/M&A

Thu, Oct 15

22:30Impact score 45
Infineon secures 200mm SiC wafer supply from Wolfspeed
Infineon has signed a multi-year agreement with Wolfspeed for the supply of 200mm silicon carbide (SiC) wafers, moving the companies' existing supply relationship from 150mm to 200mm substrates. According to an Infineon press release, the agreement supports Infineon's conversion from 150mm to 200mm SiC manufacturing. Infineon sources SiC substrates from several suppliers for its global manufacturing network, which includes its 200mm SiC fab in Kulim, Malaysia, and says this multi-source strategy is meant to secure both flexibility and quality of supply. Infineon COO Alexander Gorski said the agreement further broadens the company's supply base for its 200-millimeter high-volume manufacturing, building on a 20-year supply relationship between the two companies. Moving to larger wafers is largely a question of cost: a 200mm wafer provides more usable die area than a 150mm wafer, which lowers the substrate cost per unit and improves overall manufacturing efficiency. Demand for SiC power semiconductors comes mainly from electric vehicle drivetrains, solar inverters and industrial motor drives, and Infineon also points to AI datacenters as an emerging demand driver. Neither company has disclosed the value of the agreement or the volumes involved.
200mm silicon carbide (SiC) wafersSiC substratesSiC power semiconductorsInfineon, WolfspeedEvertiqPartnership/M&A

Tue, Oct 13

13:04Impact score 0
HV hot-swap controller for digital power-path protection
Infineon has introduced the XDP8HD40S-1 high-voltage hot-swap controller designed for digital power-path protection and monitoring in next-generation AI server power architectures operating at ±400 V and 800 VDC, with samples targeted for availability in the second quarter of 2027.
Electronics Weekly

Mon, Oct 12

22:30Impact score 10
GlobalFoundries unveils 7nm-class FDX Fusion node — comes 7 years after firm abandoned FinFET
GlobalFoundries launches 7nm-class FDX Fusion node with double density of 22FDX, targeting automotive and edge AI markets for 2028 production.
FD-SOIRF transistorsSensorsGlobalFoundriesTom's HardwareProduct Launch
21:27Impact score 30
Infineon introduces 27 kW three-phase PSU solution for next-generation AI server power architectures
Infineon Technologies AG is launching a 27 kW three-phase power supply unit (PSU) solution for server ODMs and OEMs, addressing the shift toward 800 VDC or ±400 VDC power supply architectures in data centers driven by AI workloads, increasing GPU performance and rising rack densities. The reference design meets the OCP Open Rack V3 (ORV3) specification and AI server rack architectures. It combines Infineon components including 650V CoolSiC and CoolMOS MOSFETs, EiceDRIVER gate drivers, XENSIV current sensors, and PSOC microcontrollers. It achieves a peak efficiency of more than 98 percent at an input voltage of 480 VAC and 50 percent load; uses a five-level ANPC PFC topology and a three-level LLC converter, reaching a power density of 116 W/in³ versus the ORV3 minimum requirement of 94 W/in³; and an integrated energy buffer provides a hold-up time of 20 milliseconds during short power grid disturbances. The design supports a three-phase input voltage range of 311 to 528 VAC, a power factor above 0.99 across most of the load operating range, and operation at ambient temperatures from -5°C to 45°C. Background: Infineon had around 57,000 employees worldwide (end of September 2025) and generated revenue of about €14.7 billion in the 2025 fiscal year (ending 30 September).
27 kW three-phase power supply unit (PSU) solution650V CoolSiC MOSFETsCoolMOS MOSFETsInfineon Technologies AGEE Journal
17:13Impact score 10
Infineon 27 kW PSU targets next-generation AI server racks
Infineon Technologies has introduced a 27 kW three-phase power supply unit (PSU) reference design for next-generation AI servers, addressing the growing power demands of high-density GPU racks. The design supports the industry's transition towards 800 VDC and ±400 VDC power architectures while meeting the requirements of the Open Compute Project (OCP) Open Rack V3 specification.
27 kW three-phase power supply unit (PSU) reference designInfineon TechnologieseeNews Europe

Thu, Oct 8

22:28Impact score 30
Infineon launches 27kW three-phase PSU for AI server power architectures
Infineon Technologies AG, headquartered in Munich, Germany, announced the launch of a 27kW three-phase power supply unit (PSU) solution for server ODMs and OEMs. The stated reason in the source: as AI workloads redefine the power requirements of modern data centers, increasing GPU performance and rising rack densities are driving a shift toward 800VDC or ±400VDC power supply architectures, and this product is launched to address these requirements. The source provides no pricing, production volume, availability timing, or market impact figures; this is a background product-launch item.
27kW three-phase power supply unit (PSU)Infineon Technologies AGSemiconductor Today
21:20Impact score 45
Infineon and ZuriQ deepen partnership to advance scalable quantum chips
Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) and ZuriQ AG, a Swiss quantum computing company spun out of ETH Zurich, today announced the expansion of their collaboration to advance scalable quantum computing hardware. The partnership combines ZuriQ's trapped-ion quantum computing architecture with Infineon's expertise in semiconductor manufacturing, advanced packaging, and integrated photonics. Previous development work demonstrated feasibility of the architecture by trapping a 3×3 array of nine individually controlled ions, achieving the largest two-dimensional array of its kind to date; the next step is to scale the technology to significantly larger qubit counts. ZuriQ has developed a natively two-dimensional Penning micro-trap architecture that uses electric and magnetic fields to move ions directly across the chip, avoiding complex junction structures and making it easier to accommodate larger qubit arrays. This is a planned expansion of collaboration and has not been shown to involve any price movement or capacity figures.
trapped-ion quantum processing unitsPenning micro-trap architectureInfineon Technologies AG, ZuriQ AGEE JournalPartnership/M&A
13:13Impact score 60
Infineon and ZuriQ to scale qubits
Infineon and ZuriQ plan to expand their collaboration to scale qubits; they have demonstrated the feasibility of the architecture by trapping a 3×3 ion array, the largest two-dimensional array of its kind to date; the next step is to scale the technology to significantly larger qubit counts.
Infineon, ZuriQElectronics WeeklyPartnership/M&A

Wed, Oct 7

15:23Impact score 45
Infineon acquires C2i Semiconductors for AI power push
Infineon Technologies has completed its acquisition of Bengaluru-based C2i Semiconductors, adding digital power control technology aimed at AI data centers and high-performance computing systems. The deal brings C2i's engineering team into Infineon's Power Systems division and expands the chipmaker's R&D presence in India.
digital power control technologyInfineon Technologies, C2i SemiconductorseeNews EuropePartnership/M&A

Tue, Oct 6

23:36Impact score 10
Microchip, Navitas 800V DC-to-6V DC reference design for AI datacentres
Microchip and Navitas Semiconductor have launched an 800V DC-to-6V DC reference design for AI datacentres, combining GaNFast power devices with digital signal controllers to enhance efficiency and power density.
GaNFast FETsDigital Signal ControllersCryptoAuthentication ICsMicrochip Technology, Navitas SemiconductorElectronics WeeklyProduct Launch

Mon, Oct 5

22:00Impact score 60
ITEN Expands Powency Solid-State Battery Family to 1,500 μAh
ITEN expands its solid-state battery family with a 1,500 μAh device and reaches a 30 million unit/year production capacity milestone at its French pilot plant. This expansion targets IoT and MedTech applications requiring higher energy density. Impact: Neutral (Capacity increase signals future supply growth).
Solid-state batteriesMicro-batteriesITENPower Electronics NewsCapacity Change

Thu, Oct 1

16:20Impact score 60
Infineon opens new backend chip plant in Thailand, eyes growth to up to five modules
Infineon inaugurated a new backend manufacturing site in Thailand on October 1 with an initial investment of over EUR100 million. The expansion aims to bolster its production network in Southeast Asia, targeting growth to up to five modules.
Backend ModulesInfineon TechnologiesDigiTimes AsiaCapacity Change

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, Oct 20

Mouser New Product Insider: Over 5,000 New Parts Added in Third Quarter of 2026

Mon, Oct 19

Infineon Targets Semiconductor Market for Humanoid Robotic Hands

Infineon expands PSOC Control C3 family with secure MCUs for motor and power control

Infineon extends Wolfspeed wafer deal to 8-inch silicon carbide

CEO Interview with Francisco Almada Lobo of Critical Manufacturing

Fri, Oct 16

Infineon secures 200mm SiC wafer supply deal with Wolfspeed

Infineon and Wolfspeed expand and extend long-term SiC wafer supply agreement to 200mm

Infineon and Wolfspeed hook up on SiC wafers

Thu, Oct 15

Infineon secures 200mm SiC wafer supply from Wolfspeed

Tue, Oct 13

HV hot-swap controller for digital power-path protection

Mon, Oct 12

GlobalFoundries unveils 7nm-class FDX Fusion node — comes 7 years after firm abandoned FinFET

Infineon introduces 27 kW three-phase PSU solution for next-generation AI server power architectures

Infineon 27 kW PSU targets next-generation AI server racks

Thu, Oct 8

Infineon launches 27kW three-phase PSU for AI server power architectures

Infineon and ZuriQ deepen partnership to advance scalable quantum chips

Infineon and ZuriQ to scale qubits

Wed, Oct 7

Infineon acquires C2i Semiconductors for AI power push

Tue, Oct 6

Microchip, Navitas 800V DC-to-6V DC reference design for AI datacentres

Mon, Oct 5

ITEN Expands Powency Solid-State Battery Family to 1,500 μAh

Thu, Oct 1

Infineon opens new backend chip plant in Thailand, eyes growth to up to five modules

Chip Teardown Lab2 opened

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