NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, May 25

22:41Impact score 10
Aixtron expands MOCVD market share to 75% in 2021
Aixtron SE expanded its global market share in MOCVD equipment to 75% in 2021, according to a Gartner report, marking its sixth consecutive year as the top supplier. The total MOCVD equipment market grew 28% year-over-year from $438m to $561m during the same period. Neutral: This is a historical market share consolidation for a specific equipment segment with no immediate, direct signal for component pricing or supply.
MOCVD EquipmentAixtron SESemiconductor TodayMarket Analysis

Tue, May 24

20:15Impact score 8
Showa Denko’s 8-inch SiC wafer development project funded by NEDO
Showa Denko's project to develop 8-inch SiC wafer technology has received funding from Japan's NEDO Green Innovation Fund. This is a long-term R&D initiative aimed at improving the cost and quality of next-generation power semiconductors. Neutral: This is a multi-year research project with no immediate impact on wafer supply, pricing, or trading dynamics.
SiC Epitaxial WafersSiC SubstratesShowa Denko K.K.Semiconductor TodayTechnical

Tue, May 17

19:44Impact score 5
Aixtron to supply CCS 3x2 MOCVD system to Boise State University
Aixtron will supply a CCS 3x2 MOCVD system to Boise State University for compound semiconductor materials research. This is part of an infrastructure expansion at the university's research facility. Neutral: This is a small, one-off equipment sale to an academic institution with no direct or immediate impact on commercial semiconductor supply, demand, or pricing.
MOCVD EquipmentAixtron SESemiconductor TodayTechnical

Thu, May 12

23:52Impact score 15
China’s Innoscience and Taiwan’s WPG sign global distribution agreement
Innoscience Technology has signed a global distribution agreement with WPG Holdings, the world's largest electronics distributor, for its GaN HEMT products. This partnership expands the sales and logistics reach of Innoscience's GaN power semiconductors to a global customer base. Neutral: This is a channel expansion that improves product accessibility but does not directly alter supply, demand, or pricing dynamics in the near term.
GaN HEMTEnhancement-mode GaN TransistorsInnoscience Technology, WPG HoldingsSemiconductor TodayPartnership/M&A

Fri, Apr 29

21:42Impact score 25
Smartphone shipments fall year-on-year for third consecutive quarter, by 11% to 314 million in Q1/2022
Global smartphone shipments fell 11% YoY to 314 million units in Q1 2022, marking the third consecutive quarter of decline. This reflects weakening consumer demand and ongoing supply chain disruptions. Bearish: Persistent demand weakness for key smartphone semiconductors increases risk of inventory glut and price pressure.
APCISPMICQualcomm, MediaTek and 7 totalSemiconductor TodayMarket Analysis
01:14Impact score 10
Efficiency droop halved in cubic- versus hexagonal-phase InGaAlN LEDs
Research indicates cubic-phase InGaAlN LEDs can halve efficiency droop compared to traditional hexagonal-phase variants. This addresses a key performance limitation in nitride-based LEDs, which suffer from significant efficiency loss at high currents. Neutral: This is a long-term R&D milestone with no immediate impact on trading or supply of commercial LED components.
InGaAlN LEDsSemiconductor TodayTechnical
00:38Impact score 10
Kubos’ cubic GaN 20 times faster than hexagonal GaN LEDs for VLC
Kubos Semiconductors' cubic-phase GaN technology has demonstrated LEDs capable of switching at speeds up to 20 times faster than conventional hexagonal GaN LEDs, according to university research collaboration. This performance gain is targeted at visible light communication (VLC) applications. Neutral: This is a long-term R&D milestone with no immediate impact on GaN LED supply, demand, or pricing for traders.
GaN LEDsVLC componentsKubos Semiconductors LtdSemiconductor TodayTechnical

Thu, Apr 28

20:33Impact score 8
Bristol installs gallium oxide MOCVD system
The University of Bristol has installed the UK's first MOCVD system dedicated to gallium oxide (Ga2O3) epitaxy for power electronics research. This academic R&D milestone is driven by the potential for Ga2O3 devices to reduce energy consumption by approximately 20% in various applications. Neutral: This is a long-term technology development with no immediate impact on commercial supply, pricing, or trading dynamics for existing power semiconductor components.
Gallium Oxide (Ga2O3) Power DevicesSemiconductor TodayTechnical

Thu, Apr 21

16:22Impact score 10
Penn State leading five-year, $7.5m study of radiation effects on wide-bandgap semiconductors
A national collaboration led by Penn State University has been awarded a five-year, $7.5 million DOD MURI grant to study radiation effects on wide-bandgap semiconductors. The research aims to improve the prediction and mitigation of radiation damage in these materials, which are critical for defense and aerospace applications. Neutral: This is a long-term, fundamental R&D project with no immediate impact on component pricing, supply, or trading dynamics.
Wide-Bandgap SemiconductorsSemiconductor TodayTechnical

Wed, Apr 20

18:06Impact score 8
Nippon Sanso’s first Ga2O3 MOCVD system installed and qualified
Taiyo Nippon Sanso Corp (TNSC) has installed and qualified its first gallium oxide (Ga2O3) MOCVD system in a university research lab. This is an R&D milestone for a next-generation wide-bandgap semiconductor material with potential for power devices. Neutral: This is a long-term technology development with no immediate impact on commercial supply, demand, or pricing for existing electronic components.
Ga2O3 substratesPower SemiconductorsTaiyo Nippon Sanso CorpSemiconductor TodayTechnical
02:06Impact score 10
Navitas joins PowerAmerica consortium
Navitas Semiconductor has joined PowerAmerica, a public-private consortium focused on accelerating the adoption of wide-bandgap power electronics like SiC and GaN. This move aligns Navitas with a broader industry and government initiative aimed at advancing technology development. Neutral: This is a long-term R&D partnership with no immediate impact on component supply, pricing, or trading dynamics.
GaN Power ICsSiC Power SemiconductorsNavitas SemiconductorSemiconductor TodayPartnership/M&A

Mon, Apr 18

18:22Impact score 10
PhotonDelta gains €1.1bn funding, including €470m from Netherlands’ National Growth Fund
PhotonDelta, an integrated photonics ecosystem accelerator, has secured €1.1 billion in conditional funding, including €470 million from the Dutch National Growth Fund. This investment is part of a national strategy to strengthen the Netherlands' position in photonic chip technology. Neutral: This is a long-term R&D and ecosystem development initiative with no immediate, direct impact on trading dynamics for existing electronic components.
Photonic Integrated CircuitsSilicon PhotonicsSemiconductor TodayMarket Analysis

Thu, Apr 7

15:49Impact score 10
Taiyo Nippon Sanso and RIKEN demo 226nm AlGaN-based DUV LED electroluminescence
Taiyo Nippon Sanso Corp (TNSC) and RIKEN have demonstrated electroluminescence from an AlGaN-based deep ultraviolet (DUV) LED at a short wavelength of 226nm using TNSC's MOCVD equipment. This represents a technical R&D milestone in pushing DUV LED technology to shorter, more challenging wavelengths. Neutral: This is a long-term R&D development with no immediate impact on semiconductor supply, demand, or pricing for traders.
DUV LEDAlGaN Epitaxial WafersTaiyo Nippon Sanso CorpSemiconductor TodayTechnical

Wed, Apr 6

16:38Impact score 10
5G a significant market opportunity for GaN
IDTechEx's report identifies the transition to higher frequency bands in 5G as a significant market opportunity for GaN-based RF power devices. The current 5G rollout has primarily utilized lower frequencies similar to 4G, but future deployments will require GaN's performance advantages. Neutral: This is a long-term technology trend analysis with no immediate, quantifiable impact on trading prices or supply.
GaN RF Power DevicesSemiconductor TodayMarket Analysis

Tue, Apr 5

17:42Impact score 8
IRPS ‘best paper’ award for ST/CNR-IMM work on silicon carbide power devices
A joint team from STMicroelectronics and CNR-IMM won the 2021 IRPS 'best paper' award for research correlating epitaxial defects with breakdown in 4H-SiC MOSFETs. The work identifies specific defect types that impact device reliability and yield. Neutral: This is a long-term R&D milestone with no immediate impact on supply, pricing, or trading decisions for SiC components.
SiC MOSFETSTMicroelectronicsSemiconductor TodayTechnical

Mon, Apr 4

22:19Impact score 15
SiC device market growing at 34% CAGR from $1.09bn in 2021 to $6.3bn in 2027
Yole Développement forecasts the global SiC device market to grow at a 34% CAGR from $1.09bn in 2021 to $6.3bn by 2027. This growth is primarily driven by demand from the electric vehicle and industrial sectors. Neutral: This is a long-term market projection and does not indicate an immediate supply/demand imbalance or price action for traders.
SiC MOSFETSiC DiodeSemiconductor TodayMarket Analysis
16:01Impact score 5
EU-funded project INSPIRE combining SiN and InP PICs with wafer-scale micro-transfer printing
The EU-funded INSPIRE project, backed by nearly €5m from Horizon 2020, has launched to develop integrated photonic platforms combining Silicon Nitride and Indium Phosphide using micro-transfer printing. This is a long-term R&D initiative focused on manufacturing technology and integration techniques for future photonic integrated circuits. Neutral: This is a pre-commercial research milestone with no immediate impact on component supply, demand, or pricing for traders.
Silicon Nitride PICsIndium Phosphide PICsSemiconductor TodayTechnical

Wed, Mar 30

23:27Impact score 50
Smartphone production forecast for 2022 downgraded from 1.38 billion to 1.366 billion units after weak Q1 demand
TrendForce has downgraded its 2022 smartphone production forecast by 14 million units to 1.366 billion, citing weak Q1 demand and inventory adjustments. The revision follows lower-than-expected sales in Q4 2021 and continued seasonal sluggishness. Bearish: This signals weakening end-demand for key smartphone components, potentially leading to inventory pressure and softer pricing for mobile chipsets, memory, and sensors.
Smartphone SoCMobile DRAMMobile NAND FlashQualcomm, MediaTek and 7 totalSemiconductor TodayMarket Analysis

Tue, Mar 22

01:09Impact score 8
Sandia reports GaN diode with record 6.4kV breakdown ultrafast devices step to protecting the grid from EMPs
Sandia National Labs has demonstrated a vertical GaN p-n diode with a record 6.4kV breakdown voltage, designed for ultrafast surge protection in grid applications. This is a research milestone aimed at developing future devices capable of handling up to 20,000V to protect against EMPs. Neutral: This is a lab-stage R&D result with no immediate impact on commercial GaN supply, demand, or pricing for traders.
GaN Power DevicesPower SemiconductorsSemiconductor TodayTechnical

Thu, Mar 17

22:18Impact score 10
Germany’s ‘EdgeLimit-Green ICT’ project gains funding for three-year implementation phase
A German research consortium led by Fraunhofer Institutes has begun a three-year, government-funded project to develop an energy-efficient edge-cloud system for mobile base stations using AlScN-based components, targeting a 2025 completion. The 'EdgeLimit-Green ICT' project is focused on R&D for future telecom infrastructure efficiency. Neutral: This is a long-term R&D milestone with no immediate impact on semiconductor supply, demand, or pricing for traders.
AlScN-based componentsFraunhofer IAF, Fraunhofer IISSemiconductor 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

Wed, May 25

Aixtron expands MOCVD market share to 75% in 2021

Tue, May 24

Showa Denko’s 8-inch SiC wafer development project funded by NEDO

Tue, May 17

Aixtron to supply CCS 3x2 MOCVD system to Boise State University

Thu, May 12

China’s Innoscience and Taiwan’s WPG sign global distribution agreement

Fri, Apr 29

Smartphone shipments fall year-on-year for third consecutive quarter, by 11% to 314 million in Q1/2022

Efficiency droop halved in cubic- versus hexagonal-phase InGaAlN LEDs

Kubos’ cubic GaN 20 times faster than hexagonal GaN LEDs for VLC

Thu, Apr 28

Bristol installs gallium oxide MOCVD system

Thu, Apr 21

Penn State leading five-year, $7.5m study of radiation effects on wide-bandgap semiconductors

Wed, Apr 20

Nippon Sanso’s first Ga2O3 MOCVD system installed and qualified

Navitas joins PowerAmerica consortium

Mon, Apr 18

PhotonDelta gains €1.1bn funding, including €470m from Netherlands’ National Growth Fund

Thu, Apr 7

Taiyo Nippon Sanso and RIKEN demo 226nm AlGaN-based DUV LED electroluminescence

Wed, Apr 6

5G a significant market opportunity for GaN

Tue, Apr 5

IRPS ‘best paper’ award for ST/CNR-IMM work on silicon carbide power devices

Mon, Apr 4

SiC device market growing at 34% CAGR from $1.09bn in 2021 to $6.3bn in 2027

EU-funded project INSPIRE combining SiN and InP PICs with wafer-scale micro-transfer printing

Wed, Mar 30

Smartphone production forecast for 2022 downgraded from 1.38 billion to 1.366 billion units after weak Q1 demand

Tue, Mar 22

Sandia reports GaN diode with record 6.4kV breakdown ultrafast devices step to protecting the grid from EMPs

Thu, Mar 17

Germany’s ‘EdgeLimit-Green ICT’ project gains funding for three-year implementation phase

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