NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Sep 11

05:34Impact score 8
Soitec kicks off European project Move2THz to develop future high-frequency InP-based semiconductors
A European consortium led by Soitec has initiated the Move2THz project to develop next-generation high-frequency semiconductors based on indium phosphide (InP). The project focuses on R&D for future terahertz applications, with no immediate commercial production plans. Neutral: This is a long-term R&D initiative with no direct impact on current trading dynamics, supply, or prices.
InP SubstratesRF SemiconductorsSoitecSemiconductor TodayTechnical

Thu, Aug 29

20:13Impact score 8
Cornell and Lit Thinking working on DARPA-funded project to develop AlN-based PiN diodes with low on-state resistance
Cornell University and Lit Thinking are working on a DARPA-funded project to develop AlN-based PiN diodes with low on-state resistance, aiming to overcome technical barriers limiting aluminum nitride's adoption. This research targets next-generation power electronics for defense and high-performance applications. Neutral: This is a long-term R&D milestone with no immediate impact on commercial supply, pricing, or trading dynamics for existing components.
Wide-Bandgap SemiconductorsPower ElectronicsSemiconductor TodayTechnical

Mon, Jul 22

16:41Impact score 10
UK–Swiss joint funding for project to develop SiC power MOSFET gate technology using ALD oxides
UK and Swiss innovation agencies awarded £7.8m and CHF9.1m in joint funding to 26 projects, including one focused on developing SiC power MOSFET gate technology using ALD oxides. This is part of a broader 2022 MoU to enhance bilateral collaboration in emerging tech fields. Neutral: This is a long-term R&D project with no immediate impact on component supply, pricing, or trading dynamics.
SiC MOSFETSemiconductor TodayTechnical

Fri, Jul 19

23:34Impact score 8
Innovate UK awards £1.1m one-year project to industrialize ULTRARAM, led by Quinas with IQE and Lancaster and Cardiff universities
Innovate UK has awarded a £1.1 million, one-year project to industrialize ULTRARAM technology, led by Quinas Technology with partners IQE plc and universities. The project aims to advance the manufacturing readiness of this emerging, low-power memory technology. Neutral: This is a long-term R&D milestone with no immediate impact on trading dynamics for established memory components like DRAM or NAND Flash.
ULTRARAMIQE plcSemiconductor TodayTechnical

Thu, Jul 18

22:52Impact score 8
First Solar commissions Western Hemisphere’s largest solar R&D center
First Solar has commissioned a new R&D center in Ohio, claimed to be the largest of its kind in the Western Hemisphere. The facility is dedicated to advancing the company's cadmium telluride (CdTe) thin-film photovoltaic technology. Neutral: This is a long-term R&D investment with no immediate, direct impact on semiconductor supply, pricing, or trader inventory decisions.
CdTe Photovoltaic ModulesFirst Solar IncSemiconductor TodayTechnical

Wed, Jul 17

23:02Impact score 5
MACOM dedicates Lowell Campus to John Ocampo
MACOM has renamed its Lowell, MA campus after the late John Ocampo. The campus houses corporate HQ, R&D centers, and a wafer fab. This is a ceremonial event with no direct impact on production, supply, or pricing.
RFMicrowaveAnalogMACOM Technology Solutions IncSemiconductor Today

Thu, Jun 27

18:13Impact score 10
Riber receives order from IEMN for double Compact 21 research MBE system
Riber S.A. has received an order from the IEMN-CNRS research institute for a double Compact 21 MBE research system, scheduled for delivery in 2025. The system will be used for advanced materials research, including nanostructures and high-temperature surface treatments. This is a routine research equipment order with no direct impact on semiconductor component supply, demand, or pricing for traders.
MBE SystemsRiber S.A.Semiconductor TodayTechnical

Tue, Jun 25

18:10Impact score 58
Riber receives order for MBE 49 GaN production system
Riber S.A. received an order for an MBE 49 production system from an Asian industrial customer for delivery in 2025, intended to boost GaN optoelectronic component capacity. The system will support increased production for consumer fast chargers, power supplies, and automotive research. Bullish: This signals future supply expansion for GaN wafers/devices, potentially easing long-term constraints for power electronics, but the 2025 delivery date delays the impact.
GaN Epitaxial WafersGaN Power DevicesRiber S.A.Semiconductor TodayCapacity Change

Fri, Jun 21

01:15Impact score 8
Lit Thinking selects Taiyo Nippon Sanso MOCVD platform
Lit Thinking has purchased a Taiyo Nippon Sanso SR2000HT-RR MOCVD reactor for R&D on far-UVC LEDs. This is a single equipment sale for a research-focused application, not a volume production ramp. Neutral: This is a minor R&D equipment order with no immediate impact on commercial semiconductor supply or pricing.
MOCVD EquipmentFar-UVC LEDTaiyo Nippon Sanso Corp, Lit ThinkingSemiconductor TodayTechnical

Thu, Jun 20

20:41Impact score 10
ST remains largest silicon carbide power device maker, with 32.6% market share
TrendForce reports STMicroelectronics maintained its leading position in the SiC power device market in 2023 with a 32.6% share, followed by onsemi, Infineon, Wolfspeed, and ROHM. The market's strong growth was primarily driven by demand from battery electric vehicles (BEVs). Neutral: This market share consolidation report provides background on competitive positioning but does not signal an immediate supply, demand, or price shock for traders.
Silicon Carbide Power DevicesSTMicroelectronics, onsemi and 5 totalSemiconductor TodayMarket Analysis
17:59Impact score 10
Shipments of mini-LED backlight LCD displays to surpass OLED displays in 2025
Omdia forecasts shipments of mini-LED backlight LCD TVs to reach 9.3 million units in 2025, surpassing OLED TV shipments of 7.5 million units for the first time. This projection indicates a shift in display technology adoption and manufacturing focus within the TV market. Neutral: This is a long-term market share forecast with no immediate, specific impact on component pricing or supply for traders.
Mini-LED Backlight UnitLCD TV PanelSamsung Display, LG DisplaySemiconductor TodayMarket Analysis

Tue, Jun 18

16:34Impact score 10
SiCSem to collaborate with Indian Institute of Technology to develop compound semiconductor ecosystem in Bhubaneswar
Indian startup SiCSem and IIT Bhubaneswar have signed an agreement to collaborate on compound semiconductor research and ecosystem development. This is a long-term R&D initiative focused on building local technical capabilities in India. Neutral: This is a foundational R&D effort with no immediate impact on supply, demand, or pricing for traded electronic components.
Compound SemiconductorsSiCSem Private LimitedSemiconductor TodayTechnical

Mon, Jun 17

20:42Impact score 8
Fraunhofer IAF presents 1200V GaN HEMTs at PCIM Europe
Fraunhofer IAF presented its development of lateral and vertical GaN transistors with blocking voltages above 1200V at PCIM Europe 2024. This represents a research milestone for high-voltage GaN power devices, which are targeted at applications like electric vehicles and industrial systems. The trading impact is neutral, as this is a non-commercial R&D presentation with no immediate effect on supply, demand, or pricing of existing components.
GaN HEMTGaN Power TransistorsFraunhofer IAFSemiconductor TodayTechnical

Fri, Jun 14

23:35Impact score 45
Kymera to acquire silicon carbide materials firm Fiven
Kymera International has signed an agreement to acquire silicon carbide materials producer Fiven ASA from private equity firm OpenGate Capital. The deal consolidates a key supplier in the SiC materials chain, a critical component for power semiconductors.
关注
This M&A could influence long-term SiC substrate supply dynamics and pricing, but the immediate trading impact is uncertain pending deal closure and integration plans.
Silicon Carbide (SiC) SubstratesSiC MaterialsKymera International, Fiven ASASemiconductor TodayPartnership/M&A

Thu, Jun 13

15:55Impact score 8
hofer powertrain and ETH Zurich initiate GaN multi-level traction inverter development project
Hofer Powertrain and ETH Zurich have initiated a research project funded by INNOSUISSE to develop a multi-level traction inverter using GaN switches. The project aims to advance automotive power electronics technology. Neutral: This is a long-term R&D effort with no immediate impact on component supply, demand, or pricing.
GaN Power SemiconductorsTraction InvertersSemiconductor TodayTechnical

Mon, Jun 10

19:52Impact score 8
Vector Photonics gains £1.667m in equity investment and £1.27m in research funding
Vector Photonics secured £2.937m (£1.667m equity, £1.27m grant) to commercialize its Surface Coupling Laser (SCL) technology. The funding supports development for applications in data centers, AI, and LiDAR. Neutral: This is an early-stage R&D milestone with no immediate impact on component supply, pricing, or inventory.
VCSEL激光二极管Semiconductor TodayTechnical

Fri, Jun 7

20:39Impact score 10
Diamond Quanta announces findings on diamond fabrication & doping techniques
Diamond Quanta announced breakthroughs in diamond semiconductor fabrication and doping techniques at the IMRC 2024 conference, with details pending in upcoming white papers. The firm claims the new techniques improve strength and efficiency for diamond-based semiconductors. Neutral: This is a long-term R&D milestone with no immediate impact on the trading supply chain for mainstream silicon-based components.
Diamond SemiconductorsDiamond QuantaSemiconductor TodayTechnical

Mon, Jun 3

23:11Impact score 8
AlixLabs gains SEK2.5m grant from Sweden’s Vinnova
Swedish startup AlixLabs received a SEK 2.5 million grant from Vinnova to continue R&D on its Atomic Layer Etching Pitch Splitting technology from September 2024 to August 2026. The funding supports a long-term development project for a novel semiconductor manufacturing technique. Neutral: This is an early-stage R&D milestone with no immediate impact on component supply, pricing, or production capacity.
Advanced Logic (Potential)Semiconductor TodayTechnical

Thu, May 30

19:40Impact score 15
Cambridge GaN Devices signs MoU with ITRI covering GaN-based power supply development
Fabless firm Cambridge GaN Devices (CGD) has signed an MoU with Taiwan's ITRI to develop high-performance GaN solutions for USB-PD adapters and share market intelligence. This partnership aims to accelerate the commercialization of GaN technology in the power supply market. Neutral: This is a long-term R&D collaboration with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN Power TransistorsUSB-PD AdaptersCambridge GaN Devices LtdSemiconductor TodayPartnership/M&A

Fri, May 17

23:19Impact score 8
UK’s EPSRC grants Cardiff $11m to lead compound semiconductor research and manufacturing hub
The UK's EPSRC has awarded Cardiff University £11 million to lead a new compound semiconductor research and manufacturing hub, as part of five hubs funded under the national semiconductor strategy. The initiative aims to capitalize on manufacturing opportunities identified in the UK's strategic plan. Neutral: This is a long-term R&D announcement with no immediate impact on component supply, pricing, or trading dynamics.
Compound SemiconductorsSemiconductor TodayTechnical

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

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