NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Aug 14

21:15Impact score 45
US Department of Energy releases 2023 Critical Materials Assessment
The US DOE released its 2023 Critical Materials Assessment, identifying materials critical for clean energy technologies through 2035. This formal designation can influence investment, R&D funding, and supply chain security initiatives for these materials. Watch: This policy action signals long-term strategic importance and potential future supply chain interventions, which could affect pricing and availability for electronics containing these elements.
GalliumGermaniumNeodymiumSemiconductor TodayPolicy/Regulation
16:56Impact score 55
NUBURU more than doubles revenue in Q2 to $1.1m
NUBURU reported Q2 2023 revenue of $1.05 million, more than doubling sequentially from $0.47 million and up sharply from $0.04 million a year ago. The increase was driven by product deliveries to commercial customers Essentium and GE Additive. Watch: The significant revenue growth signals rising demand for its industrial blue lasers, which could tighten supply for related components, but the financial scale remains small for broad market impact.
Industrial Blue LasersNUBURU IncSemiconductor TodayFinancial/Earnings

Thu, Aug 10

16:41Impact score 58
AXT’s Q2 sees InP revenue bottom out, offset by rebound in GaAs
AXT reported Q2 2023 revenue of $18.6M, down slightly sequentially but more than halved year-over-year. The company indicated that InP revenue has bottomed out, offset by a rebound in GaAs demand, signaling a potential shift in end-market dynamics. Watch: Mixed signals on substrate demand; InP weakness may persist while GaAs recovery could tighten supply for specific applications.
GaAs SubstrateInP SubstrateGermanium SubstrateAXT IncSemiconductor TodayFinancial/Earnings

Sat, Aug 5

00:05Impact score 60
Silicon carbide and gallium nitride power electronics applications grow to 83% of Aixtron’s first-half revenue
Aixtron reported Q2 2023 revenue of €173.5m, more than doubling from the prior quarter, driven by SiC and GaN power electronics applications now comprising 83% of its H1 revenue. This surge reflects intense capital expenditure by power semiconductor manufacturers to expand capacity for these next-generation materials. Bullish: This signals sustained, strong demand for SiC/GaN wafer fab equipment, a leading indicator for future power device supply and positive for related material and component pricing.
SiC Power DevicesGaN Power DevicesAixtron SESemiconductor TodayFinancial/Earnings

Fri, Aug 4

15:51Impact score 10
Ares detects germanium and gallium at US fluorspar mine
Ares Strategic Mining reports the detection of germanium and gallium at its permitted fluorspar mine in Utah. This is an early-stage exploration result, not a production announcement, for materials critical to semiconductors and LEDs. Neutral: This discovery has no immediate impact on supply, prices, or trading dynamics for these materials.
GermaniumGalliumSemiconductor TodayTechnical

Wed, Aug 2

16:31Impact score 10
Coherent ships 200 billionth VCSEL emitter for sensing
Coherent Corp. has shipped over 200 billion VCSEL emitters for sensing applications. This milestone highlights the company's established position as a high-volume supplier in the VCSEL market for consumer and industrial sensors. Neutral: This is a historical production milestone with no immediate indication of a change in current supply, demand, or pricing dynamics for VCSEL components.
VCSELCoherent Corp.Semiconductor 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

Wed, Jul 26

22:19Impact score 10
Axcelis ships Purion H200 SiC Power Series ion implanter to Wolfspeed
Axcelis Technologies has shipped a Purion H200 SiC ion implanter evaluation system to Wolfspeed for use in EV power device production. This is a routine equipment shipment supporting ongoing SiC capacity development. Neutral: This is a standard capital equipment transaction with no immediate impact on component supply, pricing, or trading dynamics.
SiC Power DevicesAxcelis Technologies Inc, Wolfspeed IncSemiconductor TodayTechnical

Tue, Jul 18

17:50Impact score 40
Wolfspeed’s supply chain not impacted by China’s export restrictions on gallium and germanium
Wolfspeed states its supply chain will not be impacted by China's export restrictions on gallium and germanium, effective August 1st. The company conducted an internal review of its supply chain for these materials used in SiC and GaN production. Neutral: This removes a potential supply risk for a major SiC/GaN producer, but does not indicate a broader market impact.
GalliumGermaniumSilicon Carbide (SiC)Wolfspeed IncSemiconductor TodayPolicy/Regulation

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

Wed, Jul 12

01:54Impact score 60
American Elements to increase production of gallium and germanium
American Elements announced a significant expansion of gallium and germanium production at its Salt Lake City facility. This move is a direct response to China's export controls on these critical semiconductor raw materials, effective August 1st.
利空
The increased Western production capacity aims to mitigate supply risks, potentially easing future price pressure on these materials.
GalliumGermaniumAmerican ElementsSemiconductor TodayCapacity Change

Tue, Jul 11

17:11Impact score 65
Coherent expects minimal to no impact from China’s export restriction of gallium and germanium
Coherent Corp. expects minimal to no impact from China's upcoming export restrictions on gallium and germanium, citing its diversified global supply chain and inventory. The assessment addresses a major policy change set to begin on August 1st, which could tighten global supply for these critical semiconductor raw materials. Watch: The statement mitigates immediate panic but the broader market impact on prices for GaAs, GaN, and other compounds remains uncertain as the policy takes effect.
GalliumGermaniumGaAsCoherent Corp.Semiconductor TodayPolicy/Regulation

Thu, Jul 6

16:48Impact score 45
Renesas and Wolfspeed sign 10-year silicon carbide wafer supply agreement
Renesas has secured a 10-year supply of silicon carbide wafers from Wolfspeed with a $2 billion deposit, aiming to scale SiC power semiconductor production from 2025. This long-term agreement mitigates Renesas's supply risk for a critical material facing industry-wide constraints. Watch: The deal locks in future supply for Renesas but does not immediately alter near-term market availability or pricing for SiC components.
Silicon Carbide WafersSiC Power SemiconductorsRenesas Electronics Corp, Wolfspeed IncSemiconductor TodayPartnership/M&A

Wed, Jul 5

16:39Impact score 70
AXT to seek permits from China to export gallium and germanium substrate products
AXT Inc, a US-based manufacturer of compound semiconductor substrates, is seeking export permits from China following new Chinese controls on gallium and germanium materials effective August 1. The regulations restrict the export of these critical raw materials used in GaAs, InP, and Ge substrates, which are essential for RF, photonics, and solar applications.
关注
This creates potential supply chain disruption and price volatility for compound semiconductor substrates, pending the outcome of AXT's permit applications and broader industry compliance.
GaAs SubstratesInP SubstratesGe SubstratesAXT IncSemiconductor TodayPolicy/Regulation

Tue, Jun 27

21:22Impact score 10
Coherent and TriEye demo laser-illuminated SWIR imaging system for automotive and robotic applications
Coherent Corp and TriEye have demonstrated a laser-illuminated SWIR imaging system for automotive and robotic applications. The collaboration combines Coherent's VCSEL laser technology with TriEye's CMOS-based SWIR sensors to improve vision in adverse conditions. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or inventory for traders.
SWIR Image SensorsVCSEL LasersCoherent Corp, TriEye LtdSemiconductor TodayTechnical

Mon, Jun 26

22:56Impact score 40
Wolfspeed raises $1.25bn via Apollo Credit, plus $750m accordion feature
Wolfspeed announced a $1.25 billion secured note financing from Apollo, with an accordion feature for an additional $750 million. This move aims to support the company's operations and production of SiC and GaN devices. Watch, as this alleviates liquidity concerns but the SiC market remains oversupplied.
SiCGaNWolfspeedSemiconductor TodayFinancial/Earnings

Thu, Jun 22

17:10Impact score 15
Coherent launches record 65W pump laser diode
Coherent Corp has launched a new 65W pump laser diode for industrial and consumer fiber laser applications. This is a next-generation product announcement from the materials and laser technology firm. Neutral: This is a standard product launch with no immediate indication of supply constraints, demand shifts, or pricing changes that would directly impact trading decisions.
Pump Laser DiodeFiber LaserCoherent CorpSemiconductor TodayProduct Launch

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

Tue, Jun 20

23:14Impact score 10
Toyoda Gosei develops horizontal GaN power device for high-voltage, high-speed operation
Toyoda Gosei and Powdec have jointly developed a horizontal GaN power device for high-voltage, high-speed operation in power converters. The development was supported by a Japanese government project aimed at CO2 reduction technologies. Neutral: This is a long-term R&D milestone with no immediate impact on trading dynamics for existing GaN components.
GaN Power DeviceToyoda Gosei Co Ltd, Powdec K.K.Semiconductor TodayTechnical
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

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

Mon, Aug 14

Thu, Aug 10

Sat, Aug 5

Fri, Aug 4

Wed, Aug 2

Tue, Aug 1

Wed, Jul 26

Tue, Jul 18

Mon, Jul 17

Wed, Jul 12

Tue, Jul 11

Thu, Jul 6

Wed, Jul 5

Tue, Jun 27

Mon, Jun 26

Thu, Jun 22

Wed, Jun 21

Tue, Jun 20

Chip Teardown Lab2 opened

Component price indexNPI, vs. prior period

Trending components