onsemi is showcasing its EliteSiC family and power solutions for EV charging and industrial applications at APEC 2023. The event highlights the company's focus on the growing markets for silicon carbide and power electronics. Neutral: This is a standard promotional activity for new/announced products with no immediate, specific impact on supply, demand, or pricing.
Alpha and Omega Semiconductor will showcase its 650V and 750V SiC MOSFET platform and power management solutions at APEC 2023. This is a standard industry exhibition for new product demonstrations. Neutral: The announcement is promotional and provides no data on supply, demand, or pricing shifts.
GaN Systems is showcasing its latest gallium nitride power semiconductor solutions at the APEC 2023 conference, demonstrating advances in power density and efficiency. The presentation is part of ongoing industry promotion of GaN technology for power conversion applications. Neutral: This is a standard promotional event with no immediate, quantifiable impact on supply, demand, or pricing for GaN components.
Epiwafer and substrate supplier IQE plc expects first-half 2023 revenue to decline by approximately £30 million year-on-year due to weaker demand and inventory build-up throughout the semiconductor supply chain. The company cites an acceleration of these negative trends, leading to reduced customer orders and forecasts. This signals a bearish outlook for upstream materials as supply chain destocking pressures pricing and volumes.
Cambridge GaN Devices (CGD) presented papers and demonstrations on GaN power electronics at APEC 2023. The article covers strategic views on sustainability and technology analysis, alongside showcasing reference designs and ecosystem partnerships. This is a routine R&D and marketing update with no immediate impact on supply, demand, or pricing.
Coherent Corp has launched new 1300nm high-power CW DFB laser diodes designed for silicon photonics-based datacom transceivers. This is a technology advancement aimed at enabling higher data rates and lower power consumption in data center interconnects. Neutral: This is a product announcement with no immediate impact on supply, demand, or pricing of existing electronic components.
AXT Inc reported Q4 revenue fell 24% year-over-year, driven by cooling demand for InP substrates in data centers and continued softness in the 5G telecom market in China. The company's full-year 2022 revenue grew only 2.7% to $141.1M, indicating a significant slowdown in key end-markets. Bearish: This signals weakening demand for compound semiconductor substrates, potentially leading to increased inventory and pricing pressure in the supply chain.
Wolfspeed has promoted four global operations leaders to its senior leadership team to support its accelerated growth and capacity expansion plan. This move signals the company's commitment to scaling production of its silicon carbide and gallium nitride semiconductors. Bearish: The planned capacity expansion for SiC/GaN devices could increase market supply over the medium term, potentially easing pricing pressure.
Wolfspeed reported Q2 FY2023 revenue of $216.1M, down 10% sequentially and at the low end of guidance, missing expectations. The decline was attributed to supply chain constraints for spare parts and weaker demand for 5G RF devices. Bearish: The report signals specific softness in GaN RF demand and operational challenges, potentially pressuring near-term pricing and sentiment for Wolfspeed's components.
Wolfspeed has appointed former Intel executive Stacy Smith to its board of directors, effective January 23. The appointment adds financial and operational experience to the board of the SiC/GaN materials and device manufacturer. Neutral: This governance change has no direct, immediate impact on component supply, pricing, or trading dynamics.
Coherent Corp has commercially launched its next-generation pump laser diodes, achieving 50W output power from a single chip, a 40% increase over its existing product. This advancement enables the design of high-power industrial fiber lasers using fewer diodes. Neutral: This is a standard product refresh with no immediate indication of supply constraints or direct pricing impact on the broader component market.
k-Space Associates has launched the kSA XRF, an x-ray fluorescence tool for measuring ultra-thin films in semiconductor and optoelectronic manufacturing. This is a new product introduction in the specialized metrology equipment segment. Neutral: This is a niche tool launch unlikely to directly impact component supply, demand, or pricing in the near term.
SmartKem announced a technical milestone, creating the first monolithic micro-LED display using its organic thin-film transistor (OTFT) platform. This represents an early-stage R&D achievement in a potential future display technology. Neutral: This is a long-term R&D development with no immediate impact on component supply, demand, or pricing for traders.
Infineon has signed a new multi-year supply and cooperation agreement with Resonac for silicon carbide (SiC) materials, covering a double-digit share of its forecasted demand over the next decade. This deal deepens a partnership announced in 2021 and aims to secure a long-term, resilient supply of SiC wafers, a critical bottleneck material for power semiconductors. Watch: This locks in supply for a major SiC player, potentially tightening spot market availability for competitors and supporting long-term SiC wafer pricing.
Coherent Corp has appointed Dr. Beck Mason as Executive Vice President of its Telecommunications business unit. This is a senior management appointment within the company's Networking Segment. Neutral: This internal leadership change provides no immediate, quantifiable signal for trading decisions on optical or laser components.
CVD Equipment Corporation received an additional order for ten PVT-150 systems for delivery in H1 2023, used to grow 150mm silicon carbide boules for power electronics wafers. This order signals continued capital expenditure (capex) investment in expanding SiC substrate manufacturing capacity, a key bottleneck for power semiconductors. Bullish: Increased equipment orders point to future SiC wafer supply growth, but near-term tightness in the substrate market may persist as new capacity ramps.
Coherent Corp has launched a new 905nm triple-junction edge-emitting semiconductor laser product line targeting industrial LiDAR applications. This is a standard product introduction within the laser component market, expanding the available options for LiDAR system designers. Neutral: This launch represents incremental technology advancement but does not indicate a material shift in supply, demand, or pricing for the broader semiconductor trading landscape.
Wolfspeed has promoted Elif Balkas to Chief Technology Officer, succeeding the late co-founder Dr. John Palmour. This internal leadership transition maintains the company's strategic focus on silicon carbide and gallium nitride technology development. Neutral: This is a personnel change with no immediate, direct impact on supply, demand, or pricing for Wolfspeed components.
Cornell University is leading a new $34 million research center, sponsored by the Semiconductor Research Corporation (SRC), focused on developing energy-efficient semiconductor materials and new microelectronics system approaches. The SUPREME center aims to accelerate innovation in foundational technologies for future computing needs. Neutral: This is a long-term, pre-competitive R&D initiative with no direct, near-term impact on component supply, demand, or pricing.
Wolfspeed has secured a supply agreement to provide silicon carbide power devices for future Mercedes-Benz electric vehicle platforms. This partnership reinforces the growing adoption of SiC technology in the premium automotive segment for improved powertrain efficiency. Neutral: While confirming long-term demand for Wolfspeed's SiC, this specific design win does not indicate an immediate supply constraint or price impact for the broader SiC market.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass chip map: 12 modules, 37 checkable identifiers (31 A / 6 B) and 19 public MPNs (16 externally searchable); A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.All teardowns| 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 |