NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Jun 8

23:21Impact score 20
Mitsubishi Electric develops SBD-embedded SiC-MOSFET with new structure for power modules
Mitsubishi Electric announced a new SBD-embedded SiC-MOSFET structure and began shipping samples of its 3.3kV full-SiC power module on May 31. The technology targets railway traction and DC power systems, aiming to improve energy efficiency and system downsizing. Neutral: This is a long-term R&D milestone with no immediate impact on supply, demand, or pricing of existing power semiconductor components.
SiC-MOSFETSiC Power ModuleMitsubishi Electric CorpSemiconductor TodayProduct Launch

Wed, May 31

20:50Impact score 5
South Wales Compound Semiconductor Cluster CSconnected forge links with SMARTNano Northern Ireland
The South Wales CSconnected compound semiconductor cluster hosted a visit from the SMARTNano Northern Ireland cluster, represented by Seagate Technology, to discuss potential collaboration. This meeting, held at Swansea University's new £50m CISM facility, is part of broader efforts to strengthen UK regional semiconductor R&D networks. Neutral: This is a long-term R&D and networking initiative with no immediate impact on component supply, pricing, or trading decisions.
Compound SemiconductorsSemiconductor TodayPartnership/M&A

Fri, May 26

23:46Impact score 55
Coherent and Mitsubishi Electric collaborating to scale manufacturing of silicon carbide power electronics
Coherent Corp and Mitsubishi Electric have signed an MOU to collaborate on scaling manufacturing of silicon carbide power electronics on a 200mm platform. This partnership aims to increase production capacity for SiC devices, a key component in electric vehicles and industrial applications. Bearish: The planned capacity expansion could alleviate long-term supply constraints, potentially easing price pressures for SiC power electronics.
Silicon Carbide (SiC) Power ElectronicsCoherent Corp, Mitsubishi Electric CorpSemiconductor TodayCapacity Change

Wed, May 24

22:07Impact score 12
Ayar Labs adds $25m in expansion of $130m Series C funding round
Silicon photonics firm Ayar Labs raised an additional $25M, bringing its Series C total to $155M, led by Capital TEN with participation from NVIDIA and previous investors. The funding supports the development of chip-to-chip optical connectivity technology, which aims to address future data center bandwidth bottlenecks. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, demand, or pricing for traders.
Silicon Photonics InterconnectGlobalFoundries, Intel CorporationSemiconductor 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
00:02Impact score 10
Aixtron investing up to €100m to build new innovation center
Deposition equipment maker Aixtron SE has received board approval to invest up to €100 million in building a new innovation center at its German headquarters. The investment aims to strengthen R&D capabilities for next-generation semiconductor materials like GaN and SiC, which are critical for power electronics and RF applications. Neutral: This is a long-term R&D capacity expansion for a capital equipment supplier with no immediate impact on component supply, demand, or pricing.
MOCVDGaNSiCAixtron SESemiconductor 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

Thu, May 11

18:59Impact score 55
AXT’s Q1 revenue halved year-on-year
AXT Inc reported Q1 2023 revenue of $19.4M, down 51.1% year-on-year and below guidance, indicating severe demand weakness for its compound semiconductor substrates. The decline reflects ongoing softness in end markets, particularly consumer electronics and datacom. Bearish: This significant revenue drop signals continued oversupply and pricing pressure for GaAs, InP, and Ge substrates, suggesting traders should be cautious on related material spot prices.
GaAs SubstratesInP SubstratesGe SubstratesAXT IncSemiconductor TodayFinancial/Earnings

Wed, May 10

23:22Impact score 10
Innoscience and University of Bern develop multi-level topology reference demo
Innoscience Technology collaborated with Bern University of Applied Sciences to develop a reference design using its 650V InnoGaN HEMT devices in a multi-level topology for high-voltage applications like EV fast chargers and solar inverters. This is a technical R&D milestone showcasing potential future applications for GaN power semiconductors. Neutral: This is a long-term technology demonstration with no immediate impact on supply, demand, or pricing for trading.
GaN HEMTPower TransistorsInnoscience TechnologySemiconductor TodayTechnical

Thu, May 4

20:08Impact score 65
Wolfspeed’s revenue growth constrained by 200mm SiC material capacity ramp
Wolfspeed reported Q3 FY23 revenue of $228.7M, up 22% YoY, but highlighted that its revenue growth is being constrained by the ramp of its 200mm SiC material capacity. The company is in a critical expansion phase for its Mohawk Valley fab, indicating current supply cannot meet demand. Bullish: The ongoing capacity constraint for a key bottleneck material suggests sustained supply tightness and potential for price support in the SiC market.
SiC SubstratesSiC Power DevicesWolfspeed IncSemiconductor TodayCapacity Change

Thu, Apr 27

02:04Impact score 60
5N Plus to increase AZUR’s production capacity by 30% over 2023–2024
5N Plus subsidiary AZUR SPACE will increase its production capacity by 30% through 2023-2024 to fulfill previously announced contracts. This expansion addresses growing demand for specialty materials used in space and terrestrial solar applications.
利空
The increased supply of key semiconductor materials could ease procurement pressure and exert downward pressure on prices for related components.
Solar CellsSemiconductor Materials5N Plus Inc., AZUR SPACE Solar Power GmbHSemiconductor TodayCapacity Change

Wed, Apr 5

22:50Impact score 65
Coherent cutting over 100 jobs at Newton Aycliffe UK plant by end-May
Coherent Corp is cutting over 100 jobs at its Newton Aycliffe, UK plant by the end of May. This follows the company's recent restructuring and cost-cutting initiatives after its acquisition by II-VI. Watch: The workforce reduction could signal operational challenges or a strategic shift, potentially tightening supply for its specialized laser and optical components.
laser componentsoptical materialsCoherent CorpSemiconductor TodayCapacity Change

Mon, Apr 3

16:32Impact score 60
CVD Equipment’s revenues grow more than 50% year-on-year
CVD Equipment Corp reported Q4 2022 revenue of $7.2 million, a 53% year-on-year increase, bringing full-year 2022 revenue to $25.8 million, up 57% from 2021. This growth reflects strong demand for its semiconductor fabrication equipment, including CVD, PVD, and gas delivery systems. Watch: The significant revenue surge signals robust underlying demand for semiconductor manufacturing tools, which could tighten supply for key components and support equipment pricing.
CVD/PVD EquipmentGas Control SystemsCVD Equipment CorpSemiconductor TodayFinancial/Earnings

Wed, Mar 29

16:43Impact score 45
Wolfspeed’s Durham HQ hosts first stop on Biden’s ‘Invest in America’ tour
Wolfspeed hosted the first stop of President Biden's 'Invest in America' tour, highlighting U.S. government initiatives to boost domestic manufacturing and strengthen supply chains. The event signals continued political and financial support for the onshoring of critical semiconductor technologies like SiC and GaN.
利多
This policy tailwind supports long-term capacity expansion for U.S.-based SiC/GaN production, potentially altering future supply dynamics and competitive positioning.
Silicon Carbide (SiC)Gallium Nitride (GaN)Wolfspeed IncSemiconductor TodayPolicy/Regulation
16:28Impact score 10
Wolfspeed and NC A&T to establish joint silicon carbide R&D facility
Wolfspeed and North Carolina A&T State University announced plans to apply for CHIPS Act funding to establish a joint SiC R&D facility. The project aims to support the next generation of compound semiconductors and will be submitted for federal investment this fall. This is a long-term R&D initiative with no immediate impact on SiC supply, pricing, or trader inventory decisions.
Silicon Carbide (SiC)Wolfspeed IncSemiconductor TodayTechnical

Tue, Mar 28

21:47Impact score 45
SGL Carbon reaches long-term offtake agreement to supply graphite components to Wolfspeed
SGL Carbon has secured a long-term offtake agreement to supply graphite components to Wolfspeed for its US production. This supports Wolfspeed's capacity expansion to meet rising demand for silicon carbide (SiC) devices. Bullish: This locks in supply for a key SiC materials supplier, indicating strong and sustained demand in the SiC supply chain, which could tighten availability for other buyers.
Graphite ComponentsSilicon Carbide (SiC) SubstratesSGL Carbon, WolfspeedSemiconductor TodayPartnership/M&A

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

Tue, Mar 21

19:47Impact score 12
Oxford Instruments accelerating qualification programs for Plasma Polish production ramp in 2023
Oxford Instruments reports its Plasma Polish technique is undergoing qualification with several leading manufacturers, showing effectiveness in improving SiC substrate surface quality and reducing subsurface damage. This technology addresses yield-limiting factors in SiC crystal production. Neutral: While a positive technical development for SiC manufacturing yields, it is a long-term process qualification with no immediate, quantifiable impact on supply, demand, or pricing for traders.
SiC SubstratesOxford InstrumentsSemiconductor TodayTechnical
17:34Impact score 20
GaN Systems unveils 11kW/800V on-board charger reference design
GaN Systems unveiled an 11kW/800V on-board charger reference design at APEC 2023, claiming 36% higher power density and up to 15% lower BOM cost versus SiC-based solutions. This represents a competitive technology milestone in the high-power EV charging semiconductor segment. Neutral: This is a product demonstration with no immediate impact on supply, demand, or pricing for existing components; it signals a long-term technology roadmap.
GaN Power SemiconductorsOn-Board Charger (OBC) ModulesGaN Systems IncSemiconductor TodayProduct Launch
05:37Impact score 15
Vishay showcasing power management solutions at APEC
Vishay Intertechnology is showcasing its power management solutions portfolio at APEC 2023, targeting applications like EVs and power tools. The event highlights the company's focus on energy efficiency and design cycle improvements. This is a standard promotional activity with no immediate, quantifiable impact on supply, demand, or pricing for traders.
Power SemiconductorsPassive ComponentsVishay Intertechnology IncSemiconductor TodayProduct Launch

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

Thu, Jun 8

Mitsubishi Electric develops SBD-embedded SiC-MOSFET with new structure for power modules

Wed, May 31

South Wales Compound Semiconductor Cluster CSconnected forge links with SMARTNano Northern Ireland

Fri, May 26

Coherent and Mitsubishi Electric collaborating to scale manufacturing of silicon carbide power electronics

Wed, May 24

Ayar Labs adds $25m in expansion of $130m Series C funding round

Wed, May 17

Penn State and onsemi sign MOU for $8m collaboration on silicon carbide growth

Aixtron investing up to €100m to build new innovation center

Mon, May 15

Orbray and MIRISE collaborating on vertical diamond power devices for EVs

Thu, May 11

AXT’s Q1 revenue halved year-on-year

Wed, May 10

Innoscience and University of Bern develop multi-level topology reference demo

Thu, May 4

Wolfspeed’s revenue growth constrained by 200mm SiC material capacity ramp

Thu, Apr 27

5N Plus to increase AZUR’s production capacity by 30% over 2023–2024

Wed, Apr 5

Coherent cutting over 100 jobs at Newton Aycliffe UK plant by end-May

Mon, Apr 3

CVD Equipment’s revenues grow more than 50% year-on-year

Wed, Mar 29

Wolfspeed’s Durham HQ hosts first stop on Biden’s ‘Invest in America’ tour

Wolfspeed and NC A&T to establish joint silicon carbide R&D facility

Tue, Mar 28

SGL Carbon reaches long-term offtake agreement to supply graphite components to Wolfspeed

Mon, Mar 27

Ruggedness of CGD’s ICeGaN technology proven by Virginia Tech

Tue, Mar 21

Oxford Instruments accelerating qualification programs for Plasma Polish production ramp in 2023

GaN Systems unveils 11kW/800V on-board charger reference design

Vishay showcasing power management solutions at APEC

Chip Teardown Lab2 opened

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