NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, May 17

16:23Impact score 12
Penn State and onsemi sign MOU for $8m collaboration on silicon carbide growth
onsemi has signed an $8 million, 10-year MOU with Penn State to establish a Silicon Carbide Crystal Center (SiC3), funding it at $800,000 annually. This collaboration aims to advance R&D in SiC crystal growth, a critical bottleneck for power semiconductor supply. Neutral: This is a long-term R&D investment with no immediate impact on SiC wafer supply, pricing, or trading dynamics.
SiC WafersSiC Power SemiconductorsonsemiSemiconductor TodayTechnical

Tue, May 16

18:14Impact score 15
Sineng using onsemi’s EliteSiC MOSFETs and IGBT-based power integrated modules
onsemi's EliteSiC MOSFETs and IGBT-based power modules have been selected for Sineng Electric's utility-scale solar inverters and a 200kW energy storage system. This partnership is aimed at optimizing performance in solar and energy storage power conversion systems. Neutral: This is a design win announcement with no immediate, quantifiable impact on supply, demand, or pricing for the broader component market.
SiC MOSFETIGBT Power ModuleonsemiSemiconductor TodayProduct Launch

Mon, May 15

22:07Impact score 25
onsemi and Kempower enter strategic agreement for EV chargers
onsemi has entered a strategic agreement to supply its EliteSiC MOSFETs and diodes to Kempower for use in their EV charging solutions. This is a design win for onsemi's SiC products in the growing EV infrastructure market. Neutral: This is a specific application win confirming demand for SiC but does not indicate a broader supply/demand shift or price impact for traders.
SiC MOSFETSiC DiodeonsemiSemiconductor TodayPartnership/M&A

Tue, May 9

17:38Impact score 20
onsemi 1200V EliteSiC M3S devices enhance efficiency of EV and energy infrastructure applications
onsemi has launched its latest generation of 1200V EliteSiC M3S MOSFETs and modules, targeting higher switching speeds for 800V EV on-board chargers and energy infrastructure. This is a routine product refresh within the competitive SiC power semiconductor market, aimed at capturing share in high-growth EV and energy sectors. Neutral: This launch does not indicate a change in supply, demand, or pricing for existing components; it represents standard competitive product evolution.
SiC MOSFETSiC Power ModuleonsemiSemiconductor TodayProduct Launch

Wed, Apr 26

17:50Impact score 45
onsemi and ZEEKR sign long-term supply agreement for silicon carbide power devices
onsemi has signed a long-term supply agreement (LTSA) to provide its EliteSiC power devices to ZEEKR, the premium EV brand of Geely. This secures a high-volume demand channel for onsemi's SiC products in the competitive Chinese EV market. Bullish: This LTSA locks in future demand for onsemi's SiC wafers/devices, potentially tightening supply for other buyers and supporting pricing power in the medium term.
SiC MOSFETSiC Power Deviceonsemi, ZEEKR (Geely Holding Group)Semiconductor TodayPartnership/M&A

Fri, Mar 17

02:09Impact score 15
onsemi showcasing intelligent power technologies at APEC
onsemi is showcasing its EliteSiC family and power solutions for EV charging and industrial applications at APEC 2023. The event highlights the company's focus on the growing markets for silicon carbide and power electronics. Neutral: This is a standard promotional activity for new/announced products with no immediate, specific impact on supply, demand, or pricing.
SiC MOSFETPower IConsemiSemiconductor TodayProduct Launch

Thu, Mar 9

21:48Impact score 15
SiC power device market to grow 41.4% to $2.28bn in 2023
TrendForce projects the global SiC power device market to grow 41.4% YoY to $2.28bn in 2023, driven by partnerships between chipmakers like onsemi/Infineon and EV/renewable energy sectors. The EV segment alone accounted for $1.09bn (67.4%) of the market in 2022. Bullish: The report signals sustained, high demand growth for SiC components, primarily from automotive and energy applications, which could tighten supply and support pricing.
SiC Power Devicesonsemi, Infineon TechnologiesSemiconductor TodayMarket Analysis

Tue, Mar 7

16:49Impact score 15
onsemi’s EliteSiC technology to be used in BMW’s EV drivetrains
onsemi has secured a long-term supply agreement to provide its EliteSiC 750V M3 die technology for BMW's 400V electric vehicle drivetrains. This represents a design win in the premium automotive EV segment, potentially increasing demand for onsemi's SiC products. Neutral: This is a positive demand signal for onsemi's specific SiC components but does not indicate a broader market shortage or immediate price impact for traders.
SiC MOSFETPower ModuleonsemiSemiconductor TodayPartnership/M&A

Thu, Jan 26

02:45Impact score 25
onsemi and VW collaborate on silicon carbide for next-gen EVs
onsemi has signed a strategic agreement with Volkswagen AG to supply silicon carbide (SiC) modules and semiconductors for VW's next-generation EV traction inverter platform. This partnership secures a long-term demand channel for onsemi's SiC products within a major automotive OEM. Neutral: This is a significant design win that reinforces long-term SiC demand but does not indicate an immediate change in near-term supply, pricing, or availability for the broader market.
SiC Power ModulesTraction Invertersonsemi, Volkswagen AGSemiconductor TodayPartnership/M&A

Thu, Jan 12

19:21Impact score 15
onsemi’s EliteSiC MOSFETs being used in Ampt’s DC string optimizers
onsemi announced its EliteSiC N-Channel MOSFETs are being used in Ampt's DC string optimizers for large-scale solar and energy storage systems. This is a design win for onsemi's SiC portfolio in the growing renewable energy infrastructure market. Neutral: This is a specific application win and does not indicate a material change in overall supply, demand, or pricing for SiC components.
SiC MOSFETonsemiSemiconductor TodayProduct Launch

Thu, Jan 5

02:46Impact score 20
Onsemi’s silicon carbide power module selected for traction inverter in Kia’s EV6 GT model
onsemi's EliteSiC power modules have been selected for use in the traction inverter of Kia's high-performance EV6 GT model. This design win reinforces the company's collaboration with Hyundai/Kia for their E-GMP EV platform. Neutral: This is a specific product launch confirming demand for onsemi's SiC modules but does not indicate a change in supply, pricing, or availability that would immediately impact trading decisions.
SiC Power ModulesonsemiSemiconductor TodayProduct Launch

Wed, Jan 4

17:13Impact score 15
Onsemi showcasing EliteSiC family of devices at CES
Onsemi is showcasing three new 1700V EliteSiC devices, including a MOSFET and two Schottky diodes, at CES 2023. The launch targets energy infrastructure and industrial drive applications, highlighting the company's ongoing expansion of its SiC portfolio. Neutral: This is a standard product announcement with no immediate, quantifiable impact on supply, demand, or pricing for traders.
SiC MOSFETSiC Schottky DiodeonsemiSemiconductor TodayProduct Launch

Mon, Nov 7

23:59Impact score 15
onsemi demonstrating SiC-based technologies at electronica
onsemi is demonstrating its latest silicon carbide (SiC) technologies at the electronica 2022 trade show, highlighting applications in EVs and industrial markets. The company emphasizes its end-to-end SiC supply chain as a means to provide supply assurance to customers. Neutral: This is a promotional showcase of existing technology and production capabilities, with no immediate data on supply, demand, or pricing changes.
SiC MOSFETSiC Power ModulesonsemiSemiconductor TodayProduct Launch

Thu, Sep 29

15:56Impact score 25
onsemi launches automotive SiC-based power modules for on-board chargers
onsemi has launched its APM32 series, a trio of SiC-based power modules in transfer-molded packages targeting 11-22kW on-board chargers for electric vehicles. This is a technology introduction aimed at improving charging efficiency and speed in the growing EV market. Neutral: This product launch is a competitive development but does not directly signal an immediate shift in supply, demand, or pricing for existing SiC components.
SiC Power ModulesOn-Board ChargersonsemiSemiconductor TodayProduct Launch

Thu, Sep 22

19:32Impact score 55
onsemi expands Czech silicon carbide wafer and epi fab
onsemi has inaugurated the expansion of its silicon carbide wafer fabrication and epitaxy facility in Rožnov, Czech Republic. This move is part of the company's strategy to increase its internal SiC wafer supply capacity to support growing demand in electric vehicle and energy infrastructure markets. Bearish: The increased internal capacity for SiC wafers is expected to improve supply stability and could exert downward pressure on future SiC wafer pricing as market capacity grows.
Silicon Carbide (SiC) WafersSilicon Carbide (SiC) Epitaxial WafersonsemiSemiconductor TodayCapacity Change

Fri, Aug 12

23:21Impact score 60
onsemi expands silicon carbide production facility in New Hampshire
onsemi has expanded its silicon carbide (SiC) production facility in Hudson, New Hampshire, increasing its capacity for SiC wafers and devices. This move is part of the company's strategy to meet growing demand for SiC solutions in electric vehicles and industrial applications. Bearish: The expansion increases future SiC supply, potentially easing long-term pricing pressure and alleviating supply constraints in the power semiconductor market.
Silicon Carbide (SiC) MOSFETsSilicon Carbide (SiC) WafersonsemiSemiconductor TodayCapacity Change

Tue, May 17

16:26Impact score 10
Silicon carbide patent analysis shows firms building vertically integrated supply chains
Yole Développement forecasts the SiC power device market to grow at a 34% CAGR, exceeding $6bn by 2027, driven by EV adoption. Major players like STMicroelectronics, Infineon, and Wolfspeed are building vertically integrated supply chains to secure material and meet demand. Neutral: This is a long-term market trend analysis with no immediate, specific trading catalyst for price action.
SiC Power DevicesSTMicroelectronics, Infineon and 7 totalSemiconductor TodayMarket Analysis

Thu, May 12

20:42Impact score 25
EV car maker NIO selects onsemi’s silicon carbide traction power modules
onsemi announced that Chinese EV maker NIO has selected its latest VE-Trac Direct SiC power modules for next-generation electric vehicles. The modules are designed to improve vehicle range, efficiency, and acceleration. This is a significant design win that signals continued strong demand for SiC solutions in the premium EV segment, but does not indicate an immediate supply constraint or price change for the broader component market.
SiC Power ModulesonsemiSemiconductor TodayProduct Launch

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NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, May 17

Penn State and onsemi sign MOU for $8m collaboration on silicon carbide growth

Tue, May 16

Sineng using onsemi’s EliteSiC MOSFETs and IGBT-based power integrated modules

Mon, May 15

onsemi and Kempower enter strategic agreement for EV chargers

Tue, May 9

onsemi 1200V EliteSiC M3S devices enhance efficiency of EV and energy infrastructure applications

Wed, Apr 26

onsemi and ZEEKR sign long-term supply agreement for silicon carbide power devices

Fri, Mar 17

onsemi showcasing intelligent power technologies at APEC

Thu, Mar 9

SiC power device market to grow 41.4% to $2.28bn in 2023

Tue, Mar 7

onsemi’s EliteSiC technology to be used in BMW’s EV drivetrains

Thu, Jan 26

onsemi and VW collaborate on silicon carbide for next-gen EVs

Thu, Jan 12

onsemi’s EliteSiC MOSFETs being used in Ampt’s DC string optimizers

Thu, Jan 5

Onsemi’s silicon carbide power module selected for traction inverter in Kia’s EV6 GT model

Wed, Jan 4

Onsemi showcasing EliteSiC family of devices at CES

Mon, Nov 7

onsemi demonstrating SiC-based technologies at electronica

Thu, Sep 29

onsemi launches automotive SiC-based power modules for on-board chargers

Thu, Sep 22

onsemi expands Czech silicon carbide wafer and epi fab

Fri, Aug 12

onsemi expands silicon carbide production facility in New Hampshire

Tue, May 17

Silicon carbide patent analysis shows firms building vertically integrated supply chains

Thu, May 12

EV car maker NIO selects onsemi’s silicon carbide traction power modules

Chip Teardown Lab2 opened

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