NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Apr 9

17:16Impact score 10
VIGO and PCO partner on type-II superlattice cooled IR detector arrays
VIGO Photonics signed a strategic framework agreement valued at nearly PLN 200 million with PCO S.A. to develop and produce Type-II superlattice cooled infrared detector arrays for military thermal imaging applications. The partnership is based on prior joint R&D and aims to fulfill PCO's specific demand. Neutral: This is a long-term development contract for a specialized military component with no immediate, broad impact on commercial semiconductor supply, pricing, or trader inventories.
Infrared Detector ArraysType-II Superlattice DetectorsVIGO Photonics S.A., PCO S.A.Semiconductor TodayPartnership/M&A

Fri, Apr 4

15:50Impact score 60
5N Plus renews credit facilities for four-year term to support growth
5N Plus Inc renewed its credit facilities, expanding borrowing capacity from $124m to $154m to support its growth strategy.
5N Plus IncSemiconductor TodayFinancial/Earnings

Thu, Apr 3

21:35Impact score 10
Keysight and Coherent demo 200G/lane multimode technology at OFC
Keysight and Coherent demonstrated 200G-per-lane VCSEL technology at OFC 2025, targeting higher bandwidth for AI/ML data center interconnects. This is a long-term R&D milestone for next-generation short-reach optical links. Neutral: No immediate supply, demand, or price impact on current trading components.
VCSELMultimode Optical TransceiversKeysight Technologies, Coherent CorpSemiconductor TodayTechnical
04:55Impact score 5
University of South Carolina buying Taiyo Nippon Sanso MOCVD platform
Taiyo Nippon Sanso Corp (TNSC) will supply an SR4000HT MOCVD reactor to the University of South Carolina for R&D on advanced ultrawide-bandgap nitride materials. This is a single-unit sale for academic research purposes, not a commercial production order. Neutral: This R&D activity has no immediate impact on semiconductor supply, demand, or pricing.
MOCVD EquipmentTaiyo Nippon Sanso CorpSemiconductor TodayTechnical

Tue, Apr 1

02:51Impact score 8
CISM at Swansea establishes UK’s first capability for 4-inch gallium oxide thin-film growth
Swansea University's CISM has established the UK's first capability for growing high-quality, uniform gallium oxide thin films on 4-inch wafers using a new AIXTRON CCS deposition system. This is a research and development milestone for Ga2O3, a promising wide-bandgap semiconductor material for power electronics. Neutral: This academic R&D advancement has no immediate impact on commercial supply, demand, or pricing for electronic components.
Gallium Oxide (Ga2O3) WafersAIXTRONSemiconductor TodayTechnical

Sat, Mar 29

03:30Impact score 58
Wolfspeed receives $192m in Section 48D cash tax refunds from IRS
Wolfspeed received $192.1m in cash tax refunds from the IRS under the Section 48D advanced manufacturing tax credit, part of an expected total of ~$1bn. This substantial cash infusion is tied to the firm's domestic manufacturing investments, including its SiC materials and device production. Bullish: The significant, non-dilutive funding directly strengthens Wolfspeed's balance sheet, supporting its aggressive capacity ramp-up plans and potentially improving its competitive pricing and supply stability in the SiC market.
SiC SubstratesSiC Power DevicesWolfspeed IncSemiconductor TodayFinancial/Earnings

Fri, Mar 28

16:42Impact score 15
Coherent demos first 400G differential electro-absorption modulated laser
Coherent Corp demonstrated the industry's first 400Gb/s differential electro-absorption modulated laser (D-EML) at OFC 2025. This represents a technological milestone for high-speed optical interconnects in data centers. Neutral: This is a pre-commercial R&D demonstration with no immediate impact on component supply, pricing, or trading dynamics.
Optical TransceiversD-EMLCoherent CorpSemiconductor TodayProduct Launch

Thu, Mar 27

20:55Impact score 45
Wolfspeed appoints Robert Feurle as CEO & board member
Wolfspeed has appointed Robert Feurle as its new CEO, effective May 1, succeeding interim executive chairman Thomas Werner. The leadership change follows a search process as the company navigates the competitive SiC materials and device market. Watch: The market will monitor for potential strategic shifts in capacity or pricing under the new CEO, but no immediate supply or price impact is indicated.
SiC SubstratesSiC Power DevicesWolfspeedSemiconductor TodayPartnership/M&A
18:10Impact score 45
Coherent selling epi fab in Champaign, Illinois
Coherent Corp is selling its epitaxial fabrication facility in Champaign, Illinois as part of its manufacturing footprint optimization. This move signals a strategic shift away from internal epitaxial wafer production, potentially altering the supply landscape for compound semiconductor substrates. Watch: This could tighten supply for specialized epi wafers in the medium term if the buyer's production plans are unclear, but may also indicate a move towards outsourcing, increasing reliance on merchant suppliers.
Epitaxial WafersCompound Semiconductor SubstratesCoherent CorpSemiconductor TodayCapacity Change
18:00Impact score 20
Coherent launches 2x400G-FR4 Lite silicon photonics-based optical transceiver
Coherent Corp launched a new 2x400G-FR4 Lite optical transceiver module based on silicon photonics technology, targeting AI data centers and high-speed Ethernet. The product is designed for high-volume deployment, offers 500m reach, and emphasizes lower power consumption. This is a standard product launch with no immediate, direct impact on component supply, demand, or pricing for traders.
Optical Transceiver Silicon PhotonicsCoherent CorpSemiconductor TodayProduct Launch
17:22Impact score 25
Coherent launches 793nm pump laser diode with record 28W of power and 97% polarization purity
Coherent Corp has launched a new 793nm pump laser diode with a record 28W output power and 97% polarization purity. The product targets the thulium fiber laser market, claiming improved performance and cost efficiency. Neutral: This is a technical milestone for a specific component but does not indicate an immediate shift in supply, demand, or pricing for the broader semiconductor trading market.
793nm Pump Laser DiodeCoherent CorpSemiconductor TodayProduct Launch
16:54Impact score 45
METLEN investment in gallium production included in EU’s selected strategic projects for critical raw materials
METLEN's investment in gallium production at its Aluminium of Greece unit has been designated a Strategic Project under the EU's Critical Raw Materials Act. This recognition facilitates access to funding and permits, aiming to boost the EU's domestic supply of this key semiconductor material. Watch: This long-term capacity addition could ease future supply constraints for gallium, a critical input for power semiconductors and RF chips.
GalliumMETLEN Energy & Metals S.A.Semiconductor TodayPolicy/Regulation

Fri, Mar 21

00:10Impact score 20
TI launches integrated GaN power stages in TOLL packages
Texas Instruments introduced a new family of integrated GaN power stages in TOLL packaging at APEC 2025. The launch aims to simplify data-center power design by offering higher efficiency in a standard package. Neutral: This is a product announcement with no immediate, direct impact on supply, demand, or pricing of existing components.
GaN Power StageTexas InstrumentsSemiconductor TodayProduct Launch

Mon, Mar 17

17:28Impact score 10
Aeluma showcasing next-gen sensor and silicon photonic solutions at SPIE Defense + Commercial Sensing
Aeluma Inc is showcasing its next-generation sensor and silicon photonic solutions at the SPIE Defense + Commercial Sensing 2025 event. The company focuses on developing compound semiconductor materials on large-diameter substrates for applications in AI-driven photonics and quantum computing. Neutral: This is a technology demonstration with no immediate impact on supply, demand, or pricing for electronic components.
Photonic SensorsCompound SemiconductorsAeluma IncSemiconductor TodayTechnical
16:59Impact score 15
Wise-integration showcasing next-gen GaN power solutions at APEC
Fabless firm Wise-integration is unveiling its latest GaN power conversion ICs and a 1.5kW PFC module at APEC 2025. The company is showcasing digital-control GaN technology advancements targeted at server and industrial power applications. Neutral: This is a technology demonstration with no immediate, quantifiable impact on supply, demand, or pricing for existing components.
GaN Power ICsPFC ModulesWise-integrationSemiconductor TodayProduct Launch

Thu, Mar 13

23:24Impact score 25
CGD focusing on motor drive, data-center, scalable power and EV applications at APEC
Fabless firm Cambridge GaN Devices is demonstrating its ICeGaN power ICs at APEC 2025, targeting higher-power applications including data centers, industrial power supplies, and upcoming automotive EVs over 100kW. The company is showcasing the scalability of its GaN-on-silicon technology to address broader market segments. Neutral: This is a product demonstration and technology roadmap update with no immediate, quantifiable impact on supply, demand, or pricing for electronic components.
GaN Power ICsPower TransistorsCambridge GaN Devices LtdSemiconductor TodayProduct Launch
19:03Impact score 20
Sumitomo Chemical exhibiting compound semiconductor products at APEC
Sumitomo Chemical is exhibiting its GaN substrates and high-purity GaN-on-GaN epitaxial wafers at APEC 2025, targeting next-generation power device applications. This is a promotional showcase of advanced materials, not a commercial launch or supply chain event. Neutral: No immediate impact on trading or procurement; this is a technology demonstration with no announced capacity, pricing, or volume data.
GaN SubstratesGaN-on-GaN Epitaxial WafersSumitomo Chemical Co LtdSemiconductor TodayProduct Launch
18:00Impact score 15
ROHM showcasing latest power electronics at APEC 2025
ROHM Semiconductor is showcasing its latest power electronics technologies focused on power density and efficiency at APEC 2025. The presentation targets automotive and industrial applications, emphasizing smaller form factors and reliability. Neutral: This is a standard product showcase with no immediate impact on supply, demand, or pricing for existing components.
Power SemiconductorsSiC MOSFETsIGBTsROHM SemiconductorSemiconductor TodayProduct Launch

Fri, Mar 7

20:41Impact score 10
5N+ sells AZUR subsidiary’s GaN IP portfolio to micro-LED specialist ALLOS
5N Plus has transferred its GaN IP portfolio from subsidiary AZUR SPACE to micro-LED epiwafer specialist ALLOS Semiconductors for nominal value in exchange for future royalties. The deal aims to complete the development and commercialization of the GaN technology for the micro-LED market. Neutral: This is a long-term IP licensing and development agreement with no immediate impact on component supply, pricing, or production capacity.
GaN epiwafersmicro-LED5N Plus Inc, ALLOS Semiconductors GmbHSemiconductor TodayPartnership/M&A

Wed, Feb 26

17:43Impact score 5
Aeluma appoints former NVIDIA finance leader Mike Byron to board
Aeluma Inc, a startup developing compound semiconductor technologies, has appointed former NVIDIA finance executive Mike Byron to its board of directors. This is a personnel change at a small, pre-commercialization firm with no announced impact on production, capacity, or supply. Neutral: The appointment of a financial executive from a major firm provides credibility but offers no immediate, actionable signal for component trading.
Compound SemiconductorsAeluma IncSemiconductor Today

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 9

VIGO and PCO partner on type-II superlattice cooled IR detector arrays

Fri, Apr 4

5N Plus renews credit facilities for four-year term to support growth

Thu, Apr 3

Keysight and Coherent demo 200G/lane multimode technology at OFC

University of South Carolina buying Taiyo Nippon Sanso MOCVD platform

Tue, Apr 1

CISM at Swansea establishes UK’s first capability for 4-inch gallium oxide thin-film growth

Sat, Mar 29

Wolfspeed receives $192m in Section 48D cash tax refunds from IRS

Fri, Mar 28

Coherent demos first 400G differential electro-absorption modulated laser

Thu, Mar 27

Wolfspeed appoints Robert Feurle as CEO & board member

Coherent selling epi fab in Champaign, Illinois

Coherent launches 2x400G-FR4 Lite silicon photonics-based optical transceiver

Coherent launches 793nm pump laser diode with record 28W of power and 97% polarization purity

METLEN investment in gallium production included in EU’s selected strategic projects for critical raw materials

Fri, Mar 21

TI launches integrated GaN power stages in TOLL packages

Mon, Mar 17

Aeluma showcasing next-gen sensor and silicon photonic solutions at SPIE Defense + Commercial Sensing

Wise-integration showcasing next-gen GaN power solutions at APEC

Thu, Mar 13

CGD focusing on motor drive, data-center, scalable power and EV applications at APEC

Sumitomo Chemical exhibiting compound semiconductor products at APEC

ROHM showcasing latest power electronics at APEC 2025

Fri, Mar 7

5N+ sells AZUR subsidiary’s GaN IP portfolio to micro-LED specialist ALLOS

Wed, Feb 26

Aeluma appoints former NVIDIA finance leader Mike Byron to board

Chip Teardown Lab2 opened

Component price indexNPI, vs. prior period

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