NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Mar 27

19:00Impact score 45
🤔 #MitsubishiElectric, #Rohm, and #Toshiba are reportedly in talks to combine their power chip businesses, a move that could create the world’s No...
Mitsubishi Electric, Rohm, and Toshiba are reportedly in talks to merge their power semiconductor businesses, which could create the world's second-largest player. This consolidation is driven by intense competition and the need for scale in the automotive and industrial power chip markets. Watch: Major supply chain realignment could alter pricing power and allocation dynamics for key power components.
Power SemiconductorsIGBTPower MOSFETMitsubishi Electric, Rohm and 3 totalTrendForce Official (Market Data)Partnership/M&A
18:41Impact score 25
Toshiba’s DTMOSVI 600V super junction power MOSFETs address datacentres
Toshiba launched DTMOSVI 600V HSD N-channel MOSFETs with 36% lower RDS(ON)*Qg. Targeting datacentre and UPS applications.
Power MOSFETsDTMOSVI 600VToshibaElectronics WeeklyProduct Launch
14:50Impact score 45
Mitsubishi Electric, Toshiba, Rohm open power semiconductor merger talks
Mitsubishi Electric, Toshiba, and Rohm are negotiating a merger of power semiconductor businesses to scale up for EV, AI, and infrastructure markets. This consolidation aims to leverage rising demand for power control chips. The move signals a strategic shift in the power semiconductor supply chain.
Power SemiconductorsIGBTSiCMitsubishi Electric, Toshiba and 3 totalDigiTimes AsiaPartnership/M&A
14:28Impact score 45
Rohm, Toshiba, Mitsubishi talk about power semi merger
Rohm, Toshiba, and Mitsubishi Electric are discussing a merger of their power semiconductor businesses, potentially creating a 10% global market share entity. This consolidation follows Denso's $8.3 billion bid for Rohm and aims to counteract price pressure from Chinese manufacturers. Watch: The merger could reshape the supply chain but faces uncertainty and market headwinds.
Power SemiconductorsRohm, Toshiba and 9 totalElectronics WeeklyPartnership/M&A
08:49Impact score 45
[News] Inside Mitsubishi Electric, Rohm, Toshiba Talks and Denso’s Move: Japan’s Power Chip Consolidation Push
Mitsubishi Electric, ROHM, and Toshiba are preparing for talks to merge their power semiconductor operations, aiming to create an entity with ~10% global market share. Japan's fragmented power chip sector seeks scale to compete with dominant US/European players, while Denso's separate bid for ROHM adds complexity.
利多
Potential long-term supply chain concentration and pricing power; 利空: Near-term operational uncertainty and integration risks.
Power SemiconductorsSiC Power SemiconductorsMitsubishi Electric, ROHM Co., Ltd. and 4 totalTrendForcePartnership/M&A

Tue, Mar 24

22:10Impact score 5
Toshiba showcases power semiconductor solutions at APEC
Toshiba America Electronic Components Inc. is showcasing its latest power semiconductor solutions at APEC 2026 to enable smarter, more efficient, and sustainable system designs.
Power SemiconductorToshiba America Electronic Components Inc.Semiconductor TodayProduct Launch

Sat, Mar 21

04:10Impact score 25
Kioxia eyes GPU memory stack with high-bandwidth flash push
Kioxia disclosed details on its GP Series SSD, targeting GPU servers with XL-Flash and aiming for 10 million IOPS in 2026. The company is also developing High-Bandwidth Flash (HBF) to be placed closer to GPU/HBM on an interposer for AI inferencing at the edge. Neutral: This is a long-term R&D roadmap with no immediate impact on supply, pricing, or inventory of existing components.
XL-FlashHigh-Bandwidth FlashSSDKioxiaBlocks & FilesProduct Launch

Tue, Mar 17

20:22Impact score 10
Farnell signs Hongfa
Farnell has signed a distribution agreement with relay manufacturer Hongfa, expanding its electromechanical portfolio for the EMEA region. The partnership aims to improve product availability and access, with the full range expected to be available online by early 2026. Neutral: This is a standard distribution channel expansion with no immediate impact on component pricing or supply.
RelaysElectromechanical ComponentsHongfaElectronics WeeklyPartnership/M&A

Fri, Mar 13

14:29Impact score 15
UMC and Hyperlight hook up on TFLN
UMC partners with HyperLight to mass-produce thin-film lithium niobate (TFLN) chiplets by year-end, targeting AI datacenter and optical communication applications. The technology offers potential advantages in bandwidth and power efficiency over silicon photonics but remains in development and partnership phase. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trading decisions.
TFLN ChipletOptical InterconnectUMC, HyperLightElectronics WeeklyTechnical

Thu, Mar 12

19:17Impact score 45
Rohm and Toshiba in talks about merging their power semi units
Rohm and Toshiba are in talks to merge their power semiconductor businesses, each holding approximately 2.5% market share. This follows a recent proposal by Denso to acquire Rohm and a previous $2bn investment by Rohm in Toshiba. Watch: Potential consolidation could alter the competitive landscape and supply dynamics for power semiconductors amid Chinese competition.
Power SemiconductorsRohm Co., Ltd., Toshiba CorporationElectronics WeeklyPartnership/M&A

Tue, Mar 10

05:38Impact score 45
America and Japan may join forces to manufacture displays in the US — New $13 billion fab proposed by Japan Display Inc. to counter Chinese dominance
Japan Display Inc. (JDI) has proposed a $13 billion display fab in the U.S. as part of a broader Japan-U.S. investment framework, causing its stock to surge 80%. The move aims to counter China's dominance in high-volume, low-cost display production and reduce foreign reliance.
利多
Potential long-term supply diversification and reduced geopolitical risk for U.S. display procurement, but near-term trading impact is limited to JDI stock volatility.
Display PanelsJapan Display Inc., BOE Technology Group and 4 totalTom's HardwarePartnership/M&A

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, Feb 24

15:00Impact score 10
Industrial Traction Battery Market Size to Surpass USD 19.77 Billion by 2035 | Research by SNS Insider
A market research report forecasts the Industrial Traction Battery market to grow from USD 5.29 billion in 2025 to USD 19.77 billion by 2035, driven by demand for electric forklifts and AGVs. The report is a long-term market projection without specific data on current pricing, supply constraints, or inventory levels. Neutral: This is a general market analysis with no immediate trading signal for electronic component traders.
Industrial Traction BatteriesLithium-ion BatteriesBYD Co., Ltd., LG Energy Solution and 5 totalGlobeNewswire SemiconductorsMarket Analysis

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

22:00Impact score 88
Hard drives already sold out for this year – AI to blame
Western Digital and Seagate report their entire HDD production capacity is sold out through 2026, with firm orders extending into 2027 and 2028, driven by hyperscaler demand for AI infrastructure. Analysts warn no meaningful open production remains for discretionary buyers, impacting the mid-market enterprise server and storage segment. Bullish: This severe supply allocation signals tight availability and strong pricing power for HDD suppliers, while creating procurement challenges for non-hyperscaler buyers.
HDDNearline HDDWestern Digital, Seagate and 3 totalThe RegisterShortage Alert

Wed, Feb 18

01:07Impact score 90
New report shows RAM prices are continuing to fall in Germany, US trends less certain — SSDs and HDDs are more expensive than ever in the States
DRAM prices in Germany show continued declines, with a Crucial 32GB DDR5 kit dropping 20% from Jan 14 to Feb 16, 2026. In the US, the same kit rose 5.73%, and a G.Skill DDR4 kit surged 17.4% over a month, indicating a sharp regional divergence.
利多
US DRAM spot prices show persistent upward pressure. 利空: German market shows clear price erosion, signaling potential oversupply spillover.
DDR5DDR4SSDCrucial, G.SkillTom's HardwarePrice Movement

Wed, Feb 4

19:17Impact score 15
Intel and Softbank aim ZAM at HBM
Intel is partnering with Softbank's SAIMEMORY to commercialize Z-Angle Memory (ZAM), a novel stacked DRAM architecture developed under a U.S. government R&D program. The technology claims to offer higher density and lower power consumption than current HBM, targeting the AI/ML market. Watch: This long-term R&D initiative could reshape the competitive landscape for high-performance memory but has no immediate impact on current HBM supply, pricing, or procurement.
HBM DRAMIntel, SAIMEMORYBlocks & FilesTechnical

Tue, Feb 3

22:30Impact score 25
Western Digital blows hard disk drive future wide open
Western Digital announced it is qualifying 40TB UltraSMR HDDs for hyperscalers, with volume production planned for H2 2026, and outlined a technology roadmap to 100TB using HAMR. This represents a significant increase in per-unit storage capacity for the HDD segment, primarily targeting large-scale data centers. Bearish: The roadmap to higher capacities at scale could increase effective supply and exert downward pressure on per-terabyte pricing for bulk storage over the long term.
HDDWestern DigitalBlocks & FilesProduct Launch

Thu, Aug 28

23:16Impact score 10
Toshiba launches 650V third-generation SiC MOSFETs in TOLL package
Toshiba Electronic Devices & Storage Corp has launched three 650V third-generation SiC MOSFETs housed in general-purpose surface-mount TOLL packages. These devices utilize the latest generation chips.
SiC MOSFETToshiba Electronic Devices & Storage CorpSemiconductor TodayProduct Launch

Wed, Aug 27

03:59Impact score 12
Toshiba and SICC sign MOU on silicon carbide power semi wafer collaboration
Toshiba Electronic Devices & Storage and Chinese SiC wafer supplier SICC have signed an MOU to explore collaboration on improving SiC wafer quality and expanding stable supply. The move aims to strengthen Toshiba's upstream supply chain for SiC power semiconductors, a key growth area. Neutral: This is a long-term strategic alignment with no immediate impact on wafer supply, pricing, or trading dynamics.
SiC WafersSiC Power SemiconductorsToshiba Electronic Devices & Storage Corp, SICC Co LtdSemiconductor TodayPartnership/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

Fri, Mar 27

🤔 #MitsubishiElectric, #Rohm, and #Toshiba are reportedly in talks to combine their power chip businesses, a move that could create the world’s No...

Toshiba’s DTMOSVI 600V super junction power MOSFETs address datacentres

Mitsubishi Electric, Toshiba, Rohm open power semiconductor merger talks

Rohm, Toshiba, Mitsubishi talk about power semi merger

[News] Inside Mitsubishi Electric, Rohm, Toshiba Talks and Denso’s Move: Japan’s Power Chip Consolidation Push

Tue, Mar 24

Toshiba showcases power semiconductor solutions at APEC

Sat, Mar 21

Kioxia eyes GPU memory stack with high-bandwidth flash push

Tue, Mar 17

Farnell signs Hongfa

Fri, Mar 13

UMC and Hyperlight hook up on TFLN

Thu, Mar 12

Rohm and Toshiba in talks about merging their power semi units

Tue, Mar 10

America and Japan may join forces to manufacture displays in the US — New $13 billion fab proposed by Japan Display Inc. to counter Chinese dominance

Wed, Mar 4

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

Tue, Feb 24

Industrial Traction Battery Market Size to Surpass USD 19.77 Billion by 2035 | Research by SNS Insider

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

Hard drives already sold out for this year – AI to blame

Wed, Feb 18

New report shows RAM prices are continuing to fall in Germany, US trends less certain — SSDs and HDDs are more expensive than ever in the States

Wed, Feb 4

Intel and Softbank aim ZAM at HBM

Tue, Feb 3

Western Digital blows hard disk drive future wide open

Thu, Aug 28

Toshiba launches 650V third-generation SiC MOSFETs in TOLL package

Wed, Aug 27

Toshiba and SICC sign MOU on silicon carbide power semi wafer collaboration

Chip Teardown Lab2 opened

Component price indexNPI, vs. prior period

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