NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Jul 2

19:57Impact score 60
Infineon opens Smart Power Fab as Europe’s largest power semiconductor manufacturing site
Infineon opened its Smart Power Fab in Dresden with a €5 billion investment, ahead of schedule, establishing Europe's largest power semiconductor manufacturing site. This represents the largest single investment in the company's history. Bearish: The massive capacity expansion may alleviate supply constraints and exert downward pressure on prices.
Power SemiconductorsSmart PowerInfineon TechnologieseeNews EuropeCapacity Change

Tue, Jun 30

18:40Impact score 25
Infineon introduces 120V common-footprint gate driver for silicon and GaN power designs on the same PCB
Infineon launches EiceDRIVER 2EDL90xG3, a 120V common-footprint gate driver enabling Si and GaN designs on the same PCB. This product targets the growing trend of hybrid power solutions. The launch is a technical milestone with no immediate impact on spot prices.
Gate DriverGaN Power ModuleSilicon Power ModuleInfineon Technologies AGSemiconductor TodayProduct Launch

Mon, Jun 29

21:11Impact score 25
Infineon introduces the AIROC™ UWB TSL100 for precise positioning and smart presence detection on a single chip
Infineon launched its first-generation UWB product family, the AIROC UWB TSL100, featuring low power consumption and enhanced security. The TSL100 integrates ranging and sensing capabilities on a single chip to support standards like IEEE 802.15.4ab. Neutral (New product launch without immediate supply or price impact).
UWBAIROC UWBInfineon Technologies AGEE JournalProduct Launch
16:45Impact score 20
Infineon introduces first 24kW SiC-based battery backup unit reference design for high-voltage DC bus architectures in AI data centers
Infineon introduces a 24kW SiC-based Battery Backup Unit (BBU) reference design for AI data centers, targeting high-voltage DC bus architectures. The design utilizes 650V and 1200V SiC technology to achieve 450W/in3 power density and over 99% efficiency. Watch: This milestone supports the transition to higher-voltage DC distribution in AI infrastructure, potentially boosting long-term demand for Infineon's SiC portfolio.
SiC BBUSiC MOSFETInfineon Technologies AGSemiconductor TodayProduct Launch

Sat, Jun 27

00:29Impact score 10
Infineon expands CoolSiC JFET portfolio with normally-off variants for AI data centers and industrial applications
Infineon expands its CoolSiC JFET portfolio with normally-off variants and new package options to support high-performance power distribution and protection systems in AI data centers and industrial applications.
CoolSiC JFETInfineon Technologies AGSemiconductor TodayProduct Launch

Tue, Jun 23

21:00Impact score 10
SiC-Based 500 kW/l Inverter Built on AMB Chip Embedding
Fraunhofer IZM demonstrated a 500 kW/l inverter module utilizing SiC MOSFETs and AMB chip embedding technology. This design optimizes power density and thermal performance through PCB embedding. The impact on current market prices is neutral as this is a research project.
SiC MOSFETsPower ModulesFraunhofer IZM, Mitsubishi Electric and 4 totalPower Electronics NewsTechnical
20:00Impact score 90
📈 A new round of #MCU price hikes is brewing. Following NXP and Infineon, #STMicroelectronics is reportedly gearing up for its second increase this...
STMicroelectronics is set to implement its second MCU price hike of the year in late June, following NXP and Infineon. This confirms a sustained upward trend in the MCU market driven by tight supply and strong demand. Traders should anticipate further spot price increases and prioritize inventory securing.
MCUSTMicroelectronicsTrendForce Official (Market Data)Price Movement
19:01Impact score 10
Infineon wins two more patent cases against Innoscience in Germany
The Munich district court ruled in favor of Infineon, prohibiting Innoscience from manufacturing and selling infringing GaN products in Germany. This is the third and fourth legal defeat for Innoscience in a series of patent infringement cases. Bullish for Infineon's IP position, negative for Innoscience's market access.
GaNInfineon Technologies, InnoscienceEvertiqPolicy/Regulation

Mon, Jun 22

01:24Impact score 60
[News] Innoscience’s Current Products are not Affected by Both Rulings of the Munich Regional Court
The Munich Regional Court ruled that Innoscience's current GaN power devices do not infringe Infineon's German patents, confirming the U.S. ITC's findings and removing a potential supply disruption risk for Innoscience's core portfolio.
GaN power devicesGallium Nitride power devicesInnoscience, InfineonTrendForcePolicy/Regulation

Sun, Jun 21

22:29Impact score 10
Infineon partners with VinRobotics on humanoid robots development
Infineon Technologies and VinRobotics signed a memorandum of understanding to collaborate on humanoid robot development, combining Infineon's semiconductor portfolio with VinRobotics' AI expertise.
Infineon Automotive/Industrial SemiconductorsInfineon TechnologieseeNews EuropePartnership/M&A

Fri, Jun 19

22:04Impact score 35
Munich District Court rules in favour of Infineon in patent infringement cases against Innoscience
Infineon has won a patent infringement case against Innoscience regarding GaN technology in the Munich District Court. This legal victory strengthens Infineon's market position in the GaN sector. Traders should monitor potential supply chain shifts and Innoscience's future market viability.
GaNInfineon Technologies AG, InnoscienceSemiconductor Today

Mon, Jun 15

22:27Impact score 90
China's supreme court bans Infineon from selling GaN power chips in China — market-leader Innoscience secures major victory in multi-region patent war
China's Supreme Court upheld an injunction banning Infineon from selling GaN power chips in mainland China due to patent infringement, impacting Nvidia's 800V AI-rack supply chain. This victory for Innoscience creates a supply constraint in China, likely driving up prices for GaN components.
GaN power chipsInfineon, InnoscienceTom's HardwarePolicy/Regulation

Wed, Jun 10

21:00Impact score 10
TSMC Paves the Way to One-Trillion-Transistor Devices
TSMC unveiled roadmap updates for A12, A13, and N2U processes at the 2026 Europe Technology Symposium, targeting 48x more transistors in advanced packaging. The updates aim to support future AI development through design-technology co-optimization. Watch.
TSMCPower Electronics NewsTechnical

Mon, Jun 8

22:42Impact score 25
Infineon’s silicon carbide power modules to be used in Siemens’ semiconductor circuit breakers
Infineon will supply SiC power modules to Siemens for use in SENTRON 3QD2 semiconductor circuit breakers, aiming to enhance efficiency in data centers and industrial facilities. This partnership signals increased demand for SiC modules in industrial protection applications.
SiC Power ModulesSilicon Carbide Power ModulesInfineon Technologies AG, Siemens AGSemiconductor TodayProduct Launch

Wed, Jun 3

23:52Impact score 10
“Hybrid” Hall Current Sensors Have Higher Bandwidth
Infineon introduces a new coreless current sensor capable of handling higher frequencies than traditional Hall-based sensors, targeting high-performance applications.
Current SensorInfineon TechnologiesElectronic DesignProduct Launch
23:00Impact score 20
Bourns Launches MH3261 T Series High-Current Ferrite Beads
Bourns Inc. launched the MH3261-T series high-current ferrite beads, offering up to 11A current ratings and a compact 3.2x1.6mm footprint for high-density power applications. The components feature low DC resistance and wide impedance ranges to support efficient EMI suppression in space-constrained systems. Neutral impact on current pricing; signals capacity expansion in passive components.
Ferrite BeadsEMI suppression componentsBourns Inc.Power Electronics NewsProduct Launch
21:05Impact score 15
Infineon Introduces 750V CoolSiC G2 Bidirectional Switch
Infineon Technologies introduced the industry's first 750V silicon carbide bidirectional switch based on CoolSiC Gen2 technology, targeting automotive and AI data center power applications. The device integrates two dies in a single top-side-cooled Q-DPAK package. Trading impact is neutral as the product is currently in the sampling phase with no immediate effect on existing spot market pricing.
SiC MOSFETPower DiscreteInfineon TechnologiesPower Electronics NewsProduct Launch
12:44Impact score 10
Nvidia and Infineon press supply chain co-design as AI power limits tighten
Nvidia and Infineon discussed supply chain co-design for AI power constraints at Computex 2026. Lite-On Technology hosted the summit, highlighting the industry focus on power efficiency for AI infrastructure. Trading impact: neutral.
PMICServer Power SuppliesNvidia, Infineon Technologies and 3 totalDigiTimes AsiaMarket Analysis

Tue, Jun 2

19:00Impact score 15
Power Integrations Introduces New GaN-Based Auxiliary PSUs
Power Integrations released two new GaN-based auxiliary power supply reference designs optimized for 800V AI data center architectures. The designs utilize 1700V PowiGaN technology to reduce board area and BOM by 30%. Neutral: While highlighting GaN adoption in AI infrastructure, it presents no immediate trading or pricing impacts.
GaN Power ICAuxiliary Power SupplyPower Integrations, NVIDIAPower Electronics NewsProduct Launch
13:20Impact score 10
Invisix raises €20m
Invisix, founded by ASML alumni, secured €20 million in seed funding to develop soft x-ray metrology systems using High Harmonic Generation (HHG) technology. This aims to address measurement challenges for advanced logic and memory nodes. Impact: Neutral for immediate component markets; significant for future equipment landscape.
Invisix, ASML and 4 totalElectronics WeeklyPartnership/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

Thu, Jul 2

Infineon opens Smart Power Fab as Europe’s largest power semiconductor manufacturing site

Tue, Jun 30

Infineon introduces 120V common-footprint gate driver for silicon and GaN power designs on the same PCB

Mon, Jun 29

Infineon introduces the AIROC™ UWB TSL100 for precise positioning and smart presence detection on a single chip

Infineon introduces first 24kW SiC-based battery backup unit reference design for high-voltage DC bus architectures in AI data centers

Sat, Jun 27

Infineon expands CoolSiC JFET portfolio with normally-off variants for AI data centers and industrial applications

Tue, Jun 23

SiC-Based 500 kW/l Inverter Built on AMB Chip Embedding

📈 A new round of #MCU price hikes is brewing. Following NXP and Infineon, #STMicroelectronics is reportedly gearing up for its second increase this...

Infineon wins two more patent cases against Innoscience in Germany

Mon, Jun 22

[News] Innoscience’s Current Products are not Affected by Both Rulings of the Munich Regional Court

Sun, Jun 21

Infineon partners with VinRobotics on humanoid robots development

Fri, Jun 19

Munich District Court rules in favour of Infineon in patent infringement cases against Innoscience

Mon, Jun 15

China's supreme court bans Infineon from selling GaN power chips in China — market-leader Innoscience secures major victory in multi-region patent war

Wed, Jun 10

TSMC Paves the Way to One-Trillion-Transistor Devices

Mon, Jun 8

Infineon’s silicon carbide power modules to be used in Siemens’ semiconductor circuit breakers

Wed, Jun 3

“Hybrid” Hall Current Sensors Have Higher Bandwidth

Bourns Launches MH3261 T Series High-Current Ferrite Beads

Infineon Introduces 750V CoolSiC G2 Bidirectional Switch

Nvidia and Infineon press supply chain co-design as AI power limits tighten

Tue, Jun 2

Power Integrations Introduces New GaN-Based Auxiliary PSUs

Invisix raises €20m

Chip Teardown Lab2 opened

Component price indexNPI, vs. prior period

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