NuAxi Stream - Real-Time Semiconductor Intelligence

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

Thu, Jun 1

23:22Impact score 10
NUBURU and GE Additive sign joint development agreement
NUBURU and GE Additive have signed a joint development agreement to explore the commercial benefits of blue laser-based metal 3D printing. This collaboration focuses on R&D for speed and accuracy improvements in additive manufacturing processes. The agreement is a long-term technology development with no immediate, direct impact on semiconductor supply, demand, or pricing.
Industrial LasersAdditive Manufacturing ComponentsNUBURU Inc, GE AdditiveSemiconductor TodayTechnical
17:27Impact score 15
After 23% drop in 23% in 2022, LED chip market to rebound by 5% to $2.92bn in 2023
TrendForce reports the global LED chip market declined 23% in 2022 due to a demand slump and oversupply, leading to continuous price drops. The firm forecasts a modest 5% rebound to $2.92 billion in 2023. Bearish: The primary signal remains oversupply-driven price pressure, with a weak recovery insufficient to signal a sustained price upturn.
LED ChipSemiconductor TodayMarket Analysis

Wed, May 31

16:20Impact score 10
NUBURU delivers first blue laser units to additive manufacturing firm Essentium
NUBURU has delivered the first units of its industrial blue lasers to additive manufacturing firm Essentium, marking the initial step of a multi-year, multi-million-dollar agreement announced in May 2022. The deal aims to develop a blue laser-based metal additive manufacturing platform, which Essentium expects to drive growth in new applications. Neutral: This is a specific technology milestone for a niche component, with no immediate, broad impact on semiconductor supply, demand, or pricing for traders.
Industrial Blue LasersNUBURU IncSemiconductor TodayTechnical

Tue, May 23

15:41Impact score 8
Infineon launches EU projects for power electronics and AI
Infineon is launching two European R&D projects with 98 partners and €130 million in total funding, focused on power electronics and AI hardware. The projects are part of the European Key Digital Technologies program and will run until April 2026. Neutral: This is a long-term research initiative with no immediate impact on component supply, pricing, or trader inventory decisions.
Power SemiconductorsAI AcceleratorsInfineon TechnologiesSemiconductor TodayTechnical

Fri, May 19

16:35Impact score 10
NS Nanotech reports record performance of red nano-LED
NS Nanotech reports a research milestone, achieving over 8% external quantum efficiency (EQE) for a submicron-scale red nano-LED in a university lab setting. This represents progress in nano-LED technology, which targets future microdisplay applications like AR/VR. This is a long-term R&D development with no immediate impact on commercial supply, demand, or pricing of existing electronic components.
nano-LEDMicroLEDNS Nanotech IncSemiconductor TodayTechnical

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

Mon, May 15

21:28Impact score 10
Orbray and MIRISE collaborating on vertical diamond power devices for EVs
Orbray and Toyota-DENSO JV MIRISE have begun collaborating on vertical diamond power devices for electric vehicle applications. This is a long-term R&D effort focused on next-generation semiconductor materials, not a near-term production or supply event. Neutral: This is a speculative technology development with no immediate impact on trading or procurement for existing power semiconductor components.
Power SemiconductorsWide-Bandgap SemiconductorsOrbray Co Ltd, MIRISE Technologies Corp and 4 totalSemiconductor TodayTechnical

Fri, May 5

16:51Impact score 8
PARALIA to develop LiDAR/radar optical multi-beam beam-forming platform based on multi-port linear optical operator architectures using InP and SiN integration
The EU-funded PARALIA research project, coordinated by Aristotle University of Thessaloniki, launched in January 2023 to develop a multi-beam beamforming platform for LiDAR/radar using InP and SiN photonic integration, with a project timeline running through June 2026. This is a long-term R&D initiative focused on fundamental technology for future automotive and aerospace sensor fusion applications. Neutral: This is a multi-year academic research project with no immediate impact on component supply, pricing, or production capacity.
LiDARRadarPhotonic Integrated CircuitsSemiconductor TodayTechnical

Mon, Apr 24

16:31Impact score 10
NUBURU gains patents for blue laser welding and multi-kilowatt blue lasers
NUBURU Inc has received additional patents expanding its intellectual property portfolio for high-power blue laser technology used in welding and other industrial applications. This strengthens the company's position in the niche market for industrial blue lasers. Neutral: This R&D milestone has no immediate impact on semiconductor supply, demand, or pricing for electronic component traders.
Industrial LasersNUBURU IncSemiconductor TodayTechnical

Fri, Apr 21

02:00Impact score 10
Vector Photonics’ £1m ZEUS project to commercialize 1W artificial intelligence PCSEL
Vector Photonics secured a £1 million ZEUS project to commercialize its 1W all-semiconductor photonic-crystal surface-emitting lasers (PCSELs) for AI applications. This is an early-stage R&D milestone for a niche component from a small, specialized manufacturer. Neutral: This is a long-term technology development with no immediate impact on supply, demand, or pricing of mainstream electronic components.
PCSELSemiconductor LaserVector Photonics LtdSemiconductor TodayTechnical

Thu, Apr 20

14:39Impact score 8
Midsummer participating in Australian project to reach 30% efficiency in tandem solar cells
Midsummer AB has joined an Australian research project targeting 30% efficiency for silicon/CIGS tandem solar cells using commercialized technologies. This is a long-term R&D effort focused on next-generation photovoltaic technology. Neutral: This is a distant R&D milestone with no immediate impact on semiconductor supply, demand, or pricing for electronic component traders.
CIGS Solar CellsTandem Solar CellsMidsummer ABSemiconductor TodayTechnical

Fri, Apr 7

16:22Impact score 10
Silanna UV presenting 235nm far-UVC LEDs using new SPSL technology
Silanna UV presented new SPSL technology at ICULTA 2023, claiming advancements in far-UVC LEDs emitting at 235nm with higher power and longer lifetimes. This is a research and development milestone for a niche semiconductor component. Neutral: This is a long-term R&D announcement with no immediate impact on trading supply, demand, or pricing for electronic components.
UV-C LEDFar-UVC LEDSilanna UVSemiconductor TodayTechnical

Tue, Mar 28

18:41Impact score 15
ACM receives first purchase order for Ultra C SiC substrate cleaning tool
ACM Research's Shanghai subsidiary has received its first purchase order for a new Ultra C silicon carbide substrate cleaning tool. This is a product launch milestone for a specialized piece of wafer fab equipment targeting the growing SiC power semiconductor market. Neutral: This is a single tool order for a new product; it does not indicate an immediate, material change in SiC wafer or device supply, capacity, or pricing.
SiC SubstratesACM Research (Shanghai) IncSemiconductor TodayProduct Launch

Mon, Mar 27

17:06Impact score 10
Ruggedness of CGD’s ICeGaN technology proven by Virginia Tech
Independent research from Virginia Tech has validated the ruggedness and reliability of Cambridge GaN Devices' ICeGaN technology compared to other GaN platforms. The findings were presented at an academic conference, representing a technical milestone for the fabless company. Neutral: This is a long-term R&D validation with no immediate impact on supply, demand, or pricing for GaN components.
GaN Power TransistorsCambridge GaN Devices LtdSemiconductor TodayTechnical

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

Mon, Mar 6

21:16Impact score 12
Vector Photonics commercializing uncooled 1W, 1310nm CW PCSEL for cloud data centers
Vector Photonics is commercializing an uncooled 1W, 1310nm continuous-wave photonic-crystal surface-emitting laser (PCSEL) for data center interconnects and silicon photonics. This technology targets next-generation cloud data center applications, including co-packaged optics (CPO). Neutral: This is a long-term R&D milestone with no immediate impact on the supply, demand, or pricing of existing electronic components.
Photonic-Crystal Surface-Emitting Lasers (PCSEL)Silicon PhotonicsCo-Packaged Optics (CPO)Vector Photonics LtdSemiconductor TodayTechnical

Fri, Mar 3

18:08Impact score 8
NS Nanotech opens Canadian R&D center in Montréal
NS Nanotech has opened a new R&D center in Montreal, Canada, focused on developing next-generation nano-LED technology for consumer displays. The center leverages exclusive licenses to patents from McGill University to advance sub-micron-scale LED commercialization. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, demand, or pricing for traders.
nano-LEDNS NanotechSemiconductor TodayTechnical

Wed, Feb 8

02:54Impact score 10
European project PowerizeD kicked off, targeting intelligent power electronics
The European research initiative PowerizeD, coordinated by Infineon Technologies, has officially launched with 62 partners from 13 countries. The project aims to advance intelligent power electronics through digitalization and AI integration over the next three years. Neutral: This is a long-term R&D effort with no immediate impact on component supply, pricing, or trading dynamics.
Power SemiconductorsPower ElectronicsInfineon Technologies AGSemiconductor TodayTechnical

Mon, Feb 6

16:59Impact score 10
MIT-led team demos full-color, vertically stacked RGB micro-LEDs
An MIT-led research team demonstrated a new method for creating full-color, vertically stacked RGB micro-LEDs, which could enable higher pixel density for AR/VR displays. This addresses the technical challenge of scaling down LEDs while maintaining performance, a key hurdle for next-generation near-eye devices. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or production capacity.
Micro-LEDDisplay Driver ICsSemiconductor 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, Jun 5

Thu, Jun 1

Wed, May 31

Tue, May 23

Fri, May 19

Wed, May 17

Mon, May 15

Fri, May 5

Mon, Apr 24

Fri, Apr 21

Thu, Apr 20

Fri, Apr 7

Tue, Mar 28

Mon, Mar 27

Thu, Mar 9

Mon, Mar 6

Fri, Mar 3

Wed, Feb 8

Mon, Feb 6

Chip Teardown Lab

Component price indexNPI, vs. prior period

Trending components