NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Sep 19

21:58Impact score 10
BluGlass receives custom GaN laser order from repeat customer
BluGlass Ltd has received a custom GaN laser project order from a repeat customer, a leading U.S.-based research laboratory. The order is for a development project utilizing BluGlass's proprietary RPCVD technology. Neutral: This is a small-scale, project-based R&D order with no immediate impact on broad market supply, demand, or pricing for commercial GaN components.
GaN Laser DiodesBluGlass LtdSemiconductor TodayTechnical

Fri, Sep 8

20:30Impact score 10
KERI transfers SiC power semiconductor ion implantation evaluation technology to Hungary’s SEMILAB
South Korea's KERI has transferred SiC power semiconductor ion implantation and evaluation technology to Hungarian metrology firm SEMILAB. This is a non-commercial R&D collaboration aimed at advancing measurement techniques for SiC wafer production. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trading dynamics.
SiC Power SemiconductorsSEMILAB ZRTSemiconductor TodayTechnical

Mon, Sep 4

21:18Impact score 35
Smartphone production falls 6.6% year-on-year to 272 million in Q2; first-half 2023 down 13.3%
Global smartphone production fell 6.6% YoY to 272M units in Q2 2023, marking a ten-year low for the quarter and bringing H1 2023 production down 13.3% YoY to 522M units. This sustained decline reflects persistent weak end-market demand and ongoing inventory corrections across the supply chain. Bearish: The continued slump in smartphone production signals prolonged demand weakness for key smartphone semiconductors and components, pressuring prices and inventory levels.
APCISDRAMSamsung Electronics, MediaTek and 10 totalSemiconductor TodayMarket Analysis

Thu, Aug 10

17:31Impact score 15
Micro-LED chip market to almost double to $27m in 2023, driven by large displays and wearables
TrendForce forecasts the micro-LED chip market will grow 92% YoY to $27 million in 2023, driven by mass production for large displays and wearables. The market is projected to reach $580 million by 2027, representing a CAGR of 136% from 2022. Neutral: This is a long-term market size projection with no immediate, specific impact on component pricing or supply.
Micro-LED ChipSemiconductor TodayMarket Analysis
01:58Impact score 10
Arkansas begins construction of US national Multi-User Silicon Carbide Research and Fabrication Facility
The University of Arkansas has begun construction on a national Multi-User Silicon Carbide (SiC) Research and Fabrication Facility (MUSiC), which will provide prototyping capabilities not currently available in the US. This facility is funded by the CHIPS Act and aims to accelerate domestic SiC technology development. Neutral: This is a long-term R&D initiative with no immediate impact on commercial SiC supply, demand, or pricing.
Silicon Carbide (SiC) WafersSiC Power SemiconductorsSemiconductor TodayTechnical

Wed, Aug 9

18:49Impact score 10
Sivers receives $375,000 award under DARPA NGMM program in collaboration with PseudolithIC
Sivers Semiconductors received a $375,000 award under DARPA's NGMM program to collaborate with PseudolithIC on developing 3D heterogeneously integrated (3DHI) technologies for mmWave applications in 5G, SATCOM, and defense. This is an early-stage R&D contract focused on future technology development. Neutral: This is a minor, non-commercial R&D grant with no immediate impact on component supply, demand, or pricing.
mmWave RFICs3DHI ModulesSivers Semiconductors AB, PseudolithIC IncSemiconductor TodayTechnical

Tue, Aug 1

20:43Impact score 8
Fraunhofer IAF-led GaN4EmoBiL project targets bidirectional charging for EVs
A German research consortium led by Fraunhofer IAF has launched a three-year project named GaN4EmoBiL, focused on developing bidirectional EV charging systems using gallium nitride power semiconductors. The project is funded by the German Federal Ministry of Economic Affairs and Climate Action and includes partners Robert Bosch GmbH and the University of Stuttgart. Neutral: This is a long-term R&D initiative with no immediate impact on component supply, pricing, or production capacity relevant to traders.
GaN Power SemiconductorsRobert Bosch GmbHSemiconductor TodayTechnical

Thu, Jul 20

00:10Impact score 10
MACOM awarded $4m USAF contract to further develop GaN-on-SiC process technology
MACOM secured a $4 million multi-year contract from the U.S. Air Force Research Lab to advance its GaN-on-SiC semiconductor process technology. This funding supports R&D for defense and aerospace applications. Neutral: This is a long-term R&D milestone with no immediate impact on commercial supply, demand, or pricing for electronic components.
GaN-on-SiC RF SemiconductorsMACOM Technology Solutions IncSemiconductor TodayTechnical

Wed, Jul 19

18:25Impact score 10
NTT achieves 300GHz-band high-speed data transmission with beamforming
NTT Corp and Tokyo Institute of Technology researchers demonstrated a phased-array transmitter achieving wireless data transmission via beamforming in the 300GHz band, a potential frequency for 6G communications. This is a research milestone presented at the IEEE MTT-S International Microwave Symposium. Neutral: This is a long-term R&D development with no immediate impact on semiconductor supply, demand, or pricing for trading purposes.
6G RF ComponentsPhased Array ModulesNTT CorpSemiconductor TodayTechnical

Tue, Jul 18

23:52Impact score 10
NoMIS Power gains USAF award to develop SiC devices for aircraft electrical power systems
NoMIS Power secured a development award from the US Air Force Research Laboratory to create rugged silicon carbide power devices for aircraft electrical systems. This is an early-stage R&D project focused on future military aerospace applications. Neutral: This is a long-term development effort with no immediate impact on commercial SiC supply, demand, or pricing.
Silicon Carbide (SiC) Power DevicesNoMIS PowerSemiconductor TodayTechnical

Mon, Jul 17

23:52Impact score 12
Applied Materials and Fraunhofer IPMS to create European metrology technology hub
Applied Materials is partnering with Fraunhofer IPMS to establish a major semiconductor metrology and process analysis technology hub in Dresden, Germany. The collaboration aims to accelerate R&D for chipmakers focused on the ICAPS (IoT, Communications, Automotive, Power, Sensors) markets. Neutral: This is a long-term R&D infrastructure project with no immediate impact on component supply, pricing, or trading dynamics.
Metrology EquipmentProcess Control SystemsApplied MaterialsSemiconductor TodayTechnical
18:50Impact score 20
Oxford Instruments launches high-rate ALD research system
Oxford Instruments launched the PlasmaPro ASP high-rate ALD research system as part of its Atomfab range. This tool is designed for research applications rather than commercial production.
关注
The launch has no immediate impact on commercial semiconductor supply or pricing.
ALD EquipmentOxford InstrumentsSemiconductor TodayProduct Launch

Thu, Jun 29

23:36Impact score 5
NUBURU’s latest private placement boosts June capital raise from about $8m to $9.2m
NUBURU Inc. raised an additional $1.3 million in convertible notes and warrants, bringing its total capital raise in June to approximately $9.2 million. The company develops and manufactures high-power industrial blue lasers. Neutral: This is a company-specific financial event with no direct, immediate impact on the supply, demand, or pricing of electronic components traded in the spot market.
industrial blue lasersNUBURU IncSemiconductor TodayFinancial/Earnings

Wed, Jun 21

20:39Impact score 10
Emerging substrates market growing at 27% CAGR from $63.6m in 2022 to $264m by 2028
A market research report forecasts the emerging semiconductor substrates market to grow from $63.6 million in 2022 to $264 million by 2028, representing a 27% CAGR. This growth is driven by performance demands beyond silicon, with GaAs for RF and SiC for power electronics cited as key materials gaining traction. Neutral: This is a long-term, aggregated market projection with no immediate, specific supply/demand or pricing data actionable for traders.
GaAs RF SubstratesSiC Power SubstratesSemiconductor TodayMarket Analysis
15:52Impact score 5
Cree LED moves into new HQ in Research Triangle Park
Cree LED has relocated its headquarters to a new R&D-focused campus in Research Triangle Park. This move is part of SMART Global Holdings' strategy to foster innovation within its LED business unit. Neutral: The relocation is an administrative and R&D-focused event with no immediate impact on LED component supply, pricing, or trading dynamics.
LED ChipsCree LED IncSemiconductor Today

Tue, Jun 20

15:02Impact score 7
CEA-Leti and Intel to co-develop atomically thin 2D TMDs on 300mm wafers
CEA-Leti and Intel announced a joint research project to develop layer transfer technology for 2D transition-metal dichalcogenides (TMDs) on 300mm wafers. The goal is to extend Moore's Law beyond 2030 by enabling advanced transistor channel materials. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trading decisions.
IntelSemiconductor TodayTechnical

Mon, Jun 19

15:37Impact score 15
NUBURU boosts BL blue laser product line from 250W to 1kW
NUBURU Inc has launched its next-generation BL-1000-F, increasing the power of its industrial blue laser product line from 250W to 1000W. The higher power enables faster, more precise welding, targeting applications like EV battery manufacturing. Neutral: This is a product announcement with no immediate, direct impact on semiconductor supply, demand, or pricing for traders.
Industrial Blue LasersNUBURU IncSemiconductor TodayProduct Launch

Tue, Jun 13

20:49Impact score 5
NUBURU private placement raises $7.925m from existing investors
NUBURU Inc. has secured $7.925 million in a private placement via convertible notes and warrants, primarily from existing investors. The capital infusion is intended to support the company's operations and development of high-power industrial blue laser technology. Neutral: This is a company-specific financial event with no immediate, direct impact on the supply, demand, or pricing of electronic components relevant to traders.
Industrial Blue LasersNUBURU IncSemiconductor TodayFinancial/Earnings

Wed, Jun 7

20:18Impact score 35
Smartphone production falls by record 19.5% year-on-year to ten-year quarterly low of 250 million units in Q1/2023
Global smartphone production plunged a record 19.5% YoY to 250 million units in Q1 2023, marking a ten-year quarterly low according to TrendForce. The decline is attributed to the ongoing global economic downturn severely impacting consumer confidence and demand. Bearish: This sharp drop in end-device production signals significant weakness in downstream demand for key smartphone semiconductors, likely increasing inventory pressure and suppressing prices for components like mobile SoCs, memory, and passives.
Smartphone APMobile DRAMMobile NAND FlashQualcomm, MediaTek and 7 totalSemiconductor TodayMarket Analysis

Mon, Jun 5

21:18Impact score 8
CEA-Leti proof of concept demonstrates higher electrons mobility in germanium tin than in silicon or germanium
CEA-Leti's research demonstrates higher electron mobility in germanium tin compared to silicon or germanium, enabling potential for lower-power, higher-performance vertical transistors. This is a laboratory proof-of-concept for future chip architectures, with no immediate commercial production timeline. Neutral: This R&D milestone has no direct or near-term impact on semiconductor supply, demand, or pricing for traders.
Germanium Tin WafersAdvanced TransistorsCEA-LetiSemiconductor 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

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Sep 19

Fri, Sep 8

Mon, Sep 4

Thu, Aug 10

Wed, Aug 9

Tue, Aug 1

Thu, Jul 20

Wed, Jul 19

Tue, Jul 18

Mon, Jul 17

Thu, Jun 29

Wed, Jun 21

Tue, Jun 20

Mon, Jun 19

Tue, Jun 13

Wed, Jun 7

Mon, Jun 5

Chip Teardown Lab

Component price indexNPI, vs. prior period

Trending components