NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Mar 24

22:02Impact score 5
Renesas unveils first bidirectional 650V-class GaN switch for solar power inverters, AI data centers and onboard EV chargers
Renesas Electronics Corp launched the industry's first bidirectional 650V-class GaN switch, TP65B110HRU, targeting solar inverters, AI data centers, and EV chargers. The device simplifies power converter designs by replacing traditional back-to-back FETs. Neutral: No immediate price impact, but indicates growing demand in high-voltage GaN applications.
GaN SwitchGaN Power DeviceRenesas Electronics CorpSemiconductor TodayProduct Launch
00:57Impact score 25
Renesas Unveils First Bidirectional 650V-Class GaN Switch For Solar Power Inverters, AI Data Centers and More
Renesas Electronics launched the TP65B110HRU, the industry's first bidirectional 650V d-mode GaN switch. Designed to replace conventional back-to-back FETs, it simplifies power converter designs for solar microinverters and AI data centers, achieving over 97.5% efficiency. Bullish for Renesas' GaN portfolio, but neutral for immediate spot market supply.
GaN switchesPower devicesRenesas ElectronicsEE JournalProduct Launch

Mon, Mar 23

23:55Impact score 15
Renesas adds GaN-based half-wave LLC platform to AC/DC and power adapter range
Renesas Electronics has launched a new GaN-based half-wave LLC platform targeting power adapters and AC/DC solutions for systems over 500W. This is a product portfolio expansion within the competitive power semiconductor segment. Neutral: No immediate impact on supply, demand, or pricing of existing components.
GaN Power ICsAC/DC ConvertersRenesas ElectronicsSemiconductor TodayProduct Launch

Thu, Mar 19

22:53Impact score 25
Renesas adds 28nm automotive MCU for zonal vehicle control
Renesas Electronics has launched a new 28nm automotive MCU, the RH850/U2C, targeting body, chassis, battery management, and safety systems. This addition extends the RH850 family to support current ECU designs and the transition to software-defined vehicle architectures. The launch is a neutral event for immediate trading as it expands product options rather than addressing immediate shortages.
Automotive MCURenesas ElectronicseeNews EuropeProduct Launch

Wed, Mar 18

00:22Impact score 5
Nordic updates Fuel Gauge battery health-monitoring for IoT devices
Nordic Semiconductor has released Fuel Gauge software v2.0 for its nPM1300 and nPM1304 power management ICs. The update adds battery health estimation and adaptive modeling, claiming high accuracy without dedicated fuel gauge ICs. The software is set for wide availability in June 2026.
nPM1300nPM1304nRF54 SeriesNordic SemiconductorElectronics WeeklyTechnical

Sat, Mar 14

07:31Impact score 65
DeepX Secures AI Chip Orders in Europe After Embedded World Showcase
DeepX secured two confirmed purchase orders for its AI chips at Embedded World, identifying over 30 potential European clients. The company is conducting a PoC with Renesas using its 5nm DX-M1 NPU, which began mass production last year. Bullish: Confirms demand strength for DeepX's embedded AI solutions.
NPUAI ChipDeepX, Renesas Electronics and 3 totalThe ElecPartnership/M&A

Mon, Mar 9

15:15Impact score 25
STMicroelectronics Targets Entry-Level MCU Market With Cortex-M33 Performance at Sub-Dollar Price
STMicroelectronics launched the STM32C5 MCU series starting at $0.64 for 10,000 units, featuring the Cortex-M33 core and 40nm process. This entry-level product integrates FPU and security features typically found in mid-range chips. Neutral: New product launch with specific pricing.
MCUMicrocontrollerSTMicroelectronicsThe ElecProduct Launch

Fri, Mar 6

18:06Impact score 45
Most Read – RS buys BPX, Nvidia photonics, AI-RAN in 6G
Nvidia announced a $4 billion investment in Lumentum and Coherent for optical interconnect technology and formed an AI-RAN alliance for 6G development. Rohm licensed TSMC's GaN process for 2027 production, and ASML is exploring advanced packaging tools. Watch: These strategic moves signal long-term demand shifts for GaN, photonics, and packaging equipment, but lack immediate supply or price impact.
GaN Power DevicesOptical InterconnectPackaging ToolsRohm, TSMC and 6 totalElectronics WeeklyPartnership/M&A
00:00Impact score 15
From Satellites to 5G: Ceva’s PentaG-NTN™ Lowers Barriers for Terminal Innovators
Ceva unveiled its PentaG-NTN™ 5G-Advanced modem IP subsystem for satellite user terminals at MWC 2026. The product aims to lower the barrier to entry for satellite players by providing a pre-integrated, 3GPP Release-18 compliant solution for LEO/MEO constellations. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trading decisions.
5G Modem IPSatellite Terminal ChipsCeva, Inc.SemiWikiProduct Launch

Thu, Mar 5

02:58Impact score 15
Grinn Collaborates with Renesas to Launch Grinn ReneSOM-V2H
Grinn and Renesas launched the ReneSOM-V2H, a compact System-on-Module based on Renesas' RZ/V2H processor with an integrated 8TOPS AI accelerator. The product aims to reduce development time for edge AI vision applications by up to 12 months. Neutral: This is a new product introduction with no immediate impact on component supply, demand, or pricing.
System-on-ModuleAI AcceleratorGrinn, RenesasEE JournalProduct Launch
02:28Impact score 15
Renesas Expands Auto MCU Portfolio with 28nm RH850/U2C for Vehicle Control and Automotive Safety Applications
Renesas announced the RH850/U2C, a 28nm automotive MCU targeting vehicle control and safety applications. The launch expands its existing RH850 portfolio and is positioned as a low-end option. Neutral: This is a standard product refresh with no immediate impact on supply, demand, or pricing of existing automotive MCUs.
Automotive MCURenesas Electronics CorporationEE JournalProduct Launch

Wed, Mar 4

15:22Impact score 25
Will 'Made in India' Semiconductors Gain Momentum? ROHM Adds Second Local OSAT Partner
ROHM signed a strategic agreement with Indian OSAT Suchi Semicon to outsource back-end processes for power semiconductors and LSI, targeting mass production within the year. This follows a previous deal with Tata Electronics, indicating ROHM's strategy to localize production in India's growing market. The move is bullish for Indian OSATs like Suchi and TSAT as they secure new capacity and government subsidies.
Power SemiconductorsLSIROHM, Suchi Semicon and 4 totalThe ElecPartnership/M&A

Tue, Mar 3

15:00Impact score 10
RF Components Market Size to Surpass $174.05 Billion by 2035 | SNS Insider
SNS Insider forecasts the global RF components market to grow from $48.86B in 2025 to $174.05B by 2035, at a 13.89% CAGR, driven by 5G, IoT, and automotive electronics. The report identifies key players and segments the market by component type, material, and application. Neutral: This is a generic long-term market projection report with no actionable trading data on current supply, demand, or pricing.
RF ComponentsGaNGaAsBroadcom Inc., Qualcomm Incorporated and 12 totalGlobeNewswire SemiconductorsMarket Analysis

Fri, Feb 27

15:00Impact score 15
Building Automation Energy Harvesting Market Size to Hit $703.96 Million by 2035 | SNS Insider
SNS Insider projects the building automation energy harvesting market to grow from $298.73M in 2025 to $703.96M by 2035, at an 8.95% CAGR, driven by smart building adoption and IoT sensor demand. The report lists major semiconductor suppliers including TI, STMicroelectronics, and Infineon as key players. Neutral: This is a long-term market growth projection with no immediate, specific impact on component pricing or supply.
PMICsSensorsTransducersTexas Instruments Incorporated, STMicroelectronics NV and 6 totalGlobeNewswire SemiconductorsMarket Analysis

Wed, Feb 25

01:57Impact score 20
Renesas R-Car V4H ADAS SoC Selected for Toyota RAV4 Model
Renesas announced its R-Car V4H ADAS SoC has been selected by Denso for the TSS(LSS) control unit in Toyota's new RAV4 model. This is a design win confirming adoption of Renesas' existing automotive SoC technology. Neutral: This is a standard design-win announcement with no immediate impact on component supply, pricing, or capacity.
ADAS SoCRenesas Electronics Corporation, Denso CorporationEE JournalProduct Launch

Mon, Feb 23

19:49Impact score 10
Ferroelectric RAM (FeRAM) Market Size to Hit USD 338.97 0.56 Billion by 2035 | Research by SNS Insider
SNS Insider projects the FeRAM market to grow from USD 0.37B in 2025 to USD 0.56B by 2035 at a 4.22% CAGR, driven by HZO-based material scalability at advanced nodes. The report lists numerous major and niche players as market participants. This is a long-term market forecast with no immediate trading signals.
FeRAMInfineon Technologies AG, Fujitsu Semiconductor Limited and 9 totalGlobeNewswire SemiconductorsMarket Analysis

Fri, Feb 20

21:00Impact score 15
Vishay Introduces AEC-Q200 Qualified Thick Film Chip Resistors
Vishay has launched a new AEC-Q200 qualified family of thick film chip resistors in an ultra-compact 0201 package, with typical lead times of 12 weeks. This is a standard product introduction aimed at automotive, industrial, and telecom designs seeking miniaturization. Neutral: This is a routine product refresh with no immediate impact on supply, demand, or pricing for the broader resistor market.
Thick Film Chip ResistorsVishay Intertechnology, Inc.Power Electronics NewsProduct Launch
18:05Impact score 45
Most Read – Renesas collab, Battery cell, Nvidia sells Arm
GlobalFoundries and Renesas announced a multi-billion dollar strategic collaboration, expanding Renesas' access to GF's FD-SOI, BCD, and CMOS technologies for its SoCs, power devices, and MCUs, with tape-outs scheduled to begin in mid-2026. This long-term agreement secures future manufacturing capacity for Renesas, potentially altering its supply chain dynamics and reducing reliance on other foundries.
关注
This partnership could tighten available foundry capacity for other fabless firms in the long term and signals a strategic shift in supply chain planning, warranting close monitoring of the foundry market.
FD-SOIBCDCMOS with NVMRenesas, GlobalFoundriesElectronics WeeklyPartnership/M&A

Wed, Feb 18

00:05Impact score 50
GF-Renesas pact: a new script for the U.S.-Japan friend-shoring playbook
GlobalFoundries and Renesas announced a multi-billion-dollar expansion of their manufacturing alliance to increase supply of 40nm and 28nm MCUs, PMICs, and analog chips. The move is driven by U.S.-Japan 'friend-shoring' efforts to secure supply chains against geopolitical risks.
关注
This long-term capacity addition could stabilize supply for specific automotive/industrial chips but has no immediate price impact.
Power Management ICsMicrocontrollersAnalog/Mixed-SignalGlobalFoundries Inc., Renesas Electronics Corp.DigiTimes AsiaPartnership/M&A

Tue, Feb 17

14:59Impact score 45
GlobalFoundries and Renesas expand partnership for U.S. chip manufacturing
GlobalFoundries and Renesas have expanded their manufacturing partnership with a multi-billion-dollar deal to boost U.S. chip production. The move aims to secure supply chain resilience for automotive and industrial chips amid ongoing supply risks. Watch: This long-term capacity tie-up could stabilize supply for specific components but has no immediate price impact.
Automotive MCUIndustrial MCUPower SemiconductorsRenesas Electronics Corporation, GlobalFoundrieseeNews EuropePartnership/M&A

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, Mar 24

Renesas unveils first bidirectional 650V-class GaN switch for solar power inverters, AI data centers and onboard EV chargers

Renesas Unveils First Bidirectional 650V-Class GaN Switch For Solar Power Inverters, AI Data Centers and More

Mon, Mar 23

Renesas adds GaN-based half-wave LLC platform to AC/DC and power adapter range

Thu, Mar 19

Renesas adds 28nm automotive MCU for zonal vehicle control

Wed, Mar 18

Nordic updates Fuel Gauge battery health-monitoring for IoT devices

Sat, Mar 14

DeepX Secures AI Chip Orders in Europe After Embedded World Showcase

Mon, Mar 9

STMicroelectronics Targets Entry-Level MCU Market With Cortex-M33 Performance at Sub-Dollar Price

Fri, Mar 6

Most Read – RS buys BPX, Nvidia photonics, AI-RAN in 6G

From Satellites to 5G: Ceva’s PentaG-NTN™ Lowers Barriers for Terminal Innovators

Thu, Mar 5

Grinn Collaborates with Renesas to Launch Grinn ReneSOM-V2H

Renesas Expands Auto MCU Portfolio with 28nm RH850/U2C for Vehicle Control and Automotive Safety Applications

Wed, Mar 4

Will 'Made in India' Semiconductors Gain Momentum? ROHM Adds Second Local OSAT Partner

Tue, Mar 3

RF Components Market Size to Surpass $174.05 Billion by 2035 | SNS Insider

Fri, Feb 27

Building Automation Energy Harvesting Market Size to Hit $703.96 Million by 2035 | SNS Insider

Wed, Feb 25

Renesas R-Car V4H ADAS SoC Selected for Toyota RAV4 Model

Mon, Feb 23

Ferroelectric RAM (FeRAM) Market Size to Hit USD 338.97 0.56 Billion by 2035 | Research by SNS Insider

Fri, Feb 20

Vishay Introduces AEC-Q200 Qualified Thick Film Chip Resistors

Most Read – Renesas collab, Battery cell, Nvidia sells Arm

Wed, Feb 18

GF-Renesas pact: a new script for the U.S.-Japan friend-shoring playbook

Tue, Feb 17

GlobalFoundries and Renesas expand partnership for U.S. chip manufacturing

Chip Teardown Lab2 opened

Component price indexNPI, vs. prior period

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