NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Apr 22

20:06Impact score 10
CVD Equipment demonstrates single-crystal SiC boule growth in collaboration with Stony Brook
CVD Equipment Corp, in collaboration with Stony Brook University, successfully demonstrated the growth of single-crystal silicon carbide (SiC) boules using their PVT systems. This milestone supports the university's research center for wide bandgap materials. Neutral: No immediate impact on supply or pricing, but validates future SiC production technology.
SiCSilicon CarbideCVD Equipment Corp, Stony Brook UniversitySemiconductor TodayTechnical

Thu, Apr 2

17:16Impact score 15
onsemi’s hybrid power integrated modules used in Sineng Electric’s solar and energy storage solutions
onsemi announced its hybrid power integrated modules (PIMs) will be used in Sineng Electric's next-generation 430kW energy storage systems and 320kW solar inverters. This is a design win stemming from an existing collaboration, targeting the renewable energy and AI infrastructure markets. Neutral: This is a specific product application announcement with no immediate, quantifiable impact on component supply, demand, or pricing.
Power Integrated Modules (PIMs)onsemiSemiconductor TodayProduct Launch
16:00Impact score 45
RT NEWS: 🤝 Another major chipmaker is doubling down on China: #onsemi has selected Shanghai as its Greater China headquarters and plans to localize...
onsemi has selected Shanghai as its Greater China headquarters and plans to localize 50% of its bill of materials (BOM). This move aligns with China's push for semiconductor self-sufficiency and represents a strategic deepening of its supply chain footprint in the region. Watch: This long-term localization strategy could alter regional supply dynamics and procurement options for key components, but has no immediate direct price impact.
Power SemiconductorsSensorsAnalog ICsonsemiTrendForce Official (Market Data)Partnership/M&A
02:06Impact score 65
[News] Intel Moves to Reclaim Ireland Fab From Apollo in $14.2B Buyback Amid CPU Demand Strength
Intel will repurchase full ownership of its Ireland fab (Fab 34) from Apollo for $14.2B, funded by cash and $6.5B in new debt. The move consolidates control over a key production hub for Intel 3/4 CPUs amid reported industry-wide price hikes of 10-15%. Bullish: Signals tightening supply control and vertical integration, potentially supporting CPU pricing power.
CPUIntelTrendForceCapacity Change
00:30Impact score 45
[News] onsemi Sets Shanghai as China HQ, Reportedly Eyes 50% BOM Localization
onsemi established its Greater China HQ in Shanghai and targets 50% BOM localization, integrating with local partners including Innoscience for GaN production. This move aims to strengthen its supply chain and market position in China's automotive, industrial, and AI sectors. Watch: This long-term supply chain localization strategy could alter regional supply dynamics and competitive landscape, but immediate price impact is unclear.
GaN Power DevicesAutomotive SemiconductorsPower Management ICsonsemi, InnoscienceTrendForcePartnership/M&A

Fri, Mar 27

15:40Impact score 15
ROHM Semiconductor Unveils Low-Capacitance ESD Diodes for High-Speed Communications
ROHM Semiconductor launched its RESDxVx Series of ESD protection diodes, featuring 0.24pF capacitance and 0.28Ω dynamic resistance for 10Gbps+ applications. The product targets AI servers, data centers, and 5G/6G infrastructure, with mass production starting this month. Neutral: This is a standard product launch with no immediate impact on supply, demand, or pricing of existing components.
ESD Protection DiodesROHM SemiconductorThe ElecProduct Launch

Thu, Mar 26

03:44Impact score 98
[News] STMicroelectronics Reportedly to Raise Prices from Apr. 26; Intel, AMD Said to Plan CPU Hikes of 10–15%
STMicroelectronics has notified customers of price increases effective April 26, while Intel and AMD plan CPU hikes of 10-15%. Driven by rising material and capacity costs, multiple chipmakers are raising prices, and CPU lead times have extended to 8-12 weeks. Bullish: Industry-wide pricing trend confirmed, upward pressure on spot prices.
Analog chipsCPUSTMicroelectronics, Intel and 7 totalTrendForcePrice Movement

Tue, Mar 3

03:23Impact score 85
[News] Israel Unrest Disrupts Tower; Orders Reportedly Shift to Vanguard, PSMC, Lifting Mature-Node Pricing
Geopolitical unrest in Israel has disrupted shipments from Tower Semiconductor, prompting customers to shift urgent orders to Taiwan's Vanguard and PSMC. This has tightened mature-node capacity and is driving buyers to pay premiums, lifting pricing. Bullish: Direct price impact on mature-node specialty processes, benefiting Vanguard and PSMC with higher ASPs and margins.
Mature-Node Specialty ProcessesHigh-Voltage ProcessesPower Management ICsVanguard International Semiconductor, Powerchip Semiconductor Manufacturing Corp (PSMC) and 5 totalTrendForcePrice Movement

Fri, Feb 27

14:19Impact score 45
Semiconductor Intelligence forecasts 30% semi growth this year
Semiconductor Intelligence forecasts 30% market growth in 2026, driven by sustained AI demand. However, memory shortages for PCs and smartphones are projected to cause revenue declines for companies like Intel, Qualcomm, and MediaTek in Q1 2026. Watch: Strong AI-driven demand for memory is creating supply constraints and revenue divergence across the semiconductor sector.
DRAMNAND FlashSamsung Electronics, SK Hynix and 9 totalElectronics WeeklyMarket Analysis
05:00Impact score 85
AI Drives Strong Semiconductor Market in 2025-2026
WSTS reports global semiconductor market reached $792B in 2025, up 25.6% YoY, driven by AI. Nvidia revenue surged 65%, while memory companies saw collective 29% growth. However, memory shortages are negatively impacting PC and smartphone demand.
NAND FlashDRAMAI ChipsNvidia, Samsung Electronics and 16 totalSemiWikiMarket Analysis
05:00Impact score 55
AI Drives Strong Semiconductor Market in 2025-2026
AI-driven memory demand is creating shortages for PC and smartphone applications, with Intel, Qualcomm, and MediaTek citing this as a reason for projected Q1 2026 revenue declines. Memory suppliers Micron, Kioxia, and Western Digital project substantial Q1 revenue increases (37%-64%), while Nvidia expects 14% growth.
利多
AI memory suppliers; 利空: PC/smartphone-focused chipmakers; 关注: memory allocation shift impacting broader electronics supply chain.
DRAMNAND FlashMicron Technology, Kioxia and 6 totalSemiWikiMarket Analysis

Fri, Dec 19

17:16Impact score 15
onsemi to develop power devices using GlobalFoundries’ 200mm lateral GaN-on-Si
onsemi and GlobalFoundries have signed a collaboration to develop and manufacture gallium nitride (GaN) power products using GF's 200mm eMode GaN-on-silicon process, starting with 650V devices. This partnership aims to leverage GF's foundry capacity and onsemi's power expertise for critical markets. The announcement is a long-term R&D milestone with no immediate impact on current supply, pricing, or inventory of existing power components.
GaN Power Devicesonsemi, GlobalFoundriesSemiconductor TodayTechnical

Tue, Dec 16

17:14Impact score 5
Lumentum appoints onsemi’s CFO Thad Trent to board
Lumentum Holdings Inc. has appointed Thad Trent, the CFO of onsemi, to its board of directors, expanding the board to nine members. This is a corporate governance change involving a senior financial executive from a major semiconductor company. Neutral: This board appointment has no direct, immediate impact on component supply, demand, or pricing.
Lumentum Holdings IncSemiconductor Today

Fri, Dec 5

22:49Impact score 15
onsemi releases EliteSiC MOSFETs in T2PAK top-cool package
onsemi has released its EliteSiC MOSFETs in the industry-standard T2PAK top-cool package, targeting automotive and industrial applications. The launch focuses on improved thermal performance and reliability for high-power use cases like EVs and solar infrastructure. Neutral: This is a standard product introduction with no immediate, quantifiable impact on supply, demand, or pricing for existing components.
SiC MOSFETonsemiSemiconductor TodayProduct Launch

Wed, Dec 3

17:15Impact score 25
onsemi and Innoscience sign MoU to collaborate on speeding global rollout of GaN power portfolio
onsemi and Innoscience have signed a non-binding MoU to collaborate on accelerating the deployment of 40-200V GaN power devices. The partnership aims to broaden customer adoption by leveraging Innoscience's 200mm GaN-on-silicon wafer manufacturing. Watch: This could increase long-term demand for GaN components by improving supply chain efficiency and market access, but the non-binding nature and focus on future deployment limit immediate trading impact.
GaN Power Devicesonsemi, Innoscience (Suzhou) Technology Holding Co LtdSemiconductor TodayPartnership/M&A

Wed, Nov 19

17:53Impact score 55
onsemi authorizes $6bn share repurchase program
onsemi's board authorized a new $6 billion share repurchase program effective January 2026, following the expiration of its current $3 billion plan. Under the prior authorization, the company has repurchased $2.1 billion of stock, spending roughly 100% of its free cash flow on buybacks in 2025. Bearish: This signals management's view that returning capital to shareholders is a higher priority than significant reinvestment into capacity or R&D, potentially indicating a mature growth outlook and less future supply expansion.
onsemiSemiconductor TodayFinancial/Earnings

Fri, Oct 31

01:36Impact score 25
onsemi unveils vertical GaN power semiconductors, based on proprietary GaN-on-GaN technology
onsemi has launched vertical GaN power semiconductors based on its proprietary GaN-on-GaN technology, targeting applications in AI data centers, EVs, and renewable energy. The technology promises higher power density and efficiency, which could lead to smaller and lighter systems. Neutral: This is a long-term technology development with no immediate, direct impact on current component supply, pricing, or trader inventory decisions.
GaN Power SemiconductorsonsemiSemiconductor TodayProduct Launch

Thu, Oct 16

21:45Impact score 8
Stony Brook orders two CVD Equipment PVT150 systems for onsemi Silicon Carbide Crystal Growth Center
CVD Equipment Corp received an order for two PVT150 systems from Stony Brook University for its new 'onsemi Silicon Carbide Crystal Growth Center'. This is a research and development initiative focused on advancing SiC crystal growth technology. Neutral: This is a long-term R&D investment with no immediate impact on trading dynamics for SiC components.
Silicon Carbide (SiC) SubstratesonsemiSemiconductor TodayTechnical

Tue, Aug 5

02:14Impact score 25
onsemi’s EliteSiC technology powering 800V drive platform in Xiaomi SUVs
onsemi's EliteSiC M3e technology has been selected to power the 800V drive platform in Xiaomi's YU7 electric SUV models. This represents a significant design win in the competitive high-voltage EV market, showcasing the adoption of SiC for improved efficiency and system size reduction. Neutral: While a positive demand signal for onsemi's SiC products, this is a specific design win announcement with no immediate, broad impact on component pricing or supply availability for traders.
SiC MOSFETSiC Power ModulesonsemiSemiconductor TodayProduct Launch

Tue, Jul 29

19:55Impact score 15
onsemi collaborating with NVIDIA to accelerate transition to 800V power solutions for next-gen AI data centers
onsemi announced a collaboration with NVIDIA to accelerate the adoption of 800V power architectures in next-generation AI data centers. The partnership focuses on improving power efficiency and density but does not announce specific production volumes, timelines, or component part numbers. Neutral: This is a long-term technology roadmap development with no immediate impact on component supply, pricing, or trader inventory decisions.
Power SemiconductorsSiC MOSFETsonsemiSemiconductor 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

Wed, Apr 22

CVD Equipment demonstrates single-crystal SiC boule growth in collaboration with Stony Brook

Thu, Apr 2

onsemi’s hybrid power integrated modules used in Sineng Electric’s solar and energy storage solutions

RT NEWS: 🤝 Another major chipmaker is doubling down on China: #onsemi has selected Shanghai as its Greater China headquarters and plans to localize...

[News] Intel Moves to Reclaim Ireland Fab From Apollo in $14.2B Buyback Amid CPU Demand Strength

[News] onsemi Sets Shanghai as China HQ, Reportedly Eyes 50% BOM Localization

Fri, Mar 27

ROHM Semiconductor Unveils Low-Capacitance ESD Diodes for High-Speed Communications

Thu, Mar 26

[News] STMicroelectronics Reportedly to Raise Prices from Apr. 26; Intel, AMD Said to Plan CPU Hikes of 10–15%

Tue, Mar 3

[News] Israel Unrest Disrupts Tower; Orders Reportedly Shift to Vanguard, PSMC, Lifting Mature-Node Pricing

Fri, Feb 27

Semiconductor Intelligence forecasts 30% semi growth this year

AI Drives Strong Semiconductor Market in 2025-2026

AI Drives Strong Semiconductor Market in 2025-2026

Fri, Dec 19

onsemi to develop power devices using GlobalFoundries’ 200mm lateral GaN-on-Si

Tue, Dec 16

Lumentum appoints onsemi’s CFO Thad Trent to board

Fri, Dec 5

onsemi releases EliteSiC MOSFETs in T2PAK top-cool package

Wed, Dec 3

onsemi and Innoscience sign MoU to collaborate on speeding global rollout of GaN power portfolio

Wed, Nov 19

onsemi authorizes $6bn share repurchase program

Fri, Oct 31

onsemi unveils vertical GaN power semiconductors, based on proprietary GaN-on-GaN technology

Thu, Oct 16

Stony Brook orders two CVD Equipment PVT150 systems for onsemi Silicon Carbide Crystal Growth Center

Tue, Aug 5

onsemi’s EliteSiC technology powering 800V drive platform in Xiaomi SUVs

Tue, Jul 29

onsemi collaborating with NVIDIA to accelerate transition to 800V power solutions for next-gen AI data centers

Chip Teardown Lab2 opened

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