NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Mar 16

03:09Impact score 45
Wolfspeed adds to global operations leadership team to support rapid company growth
Wolfspeed has hired Jeff Ferraro as VP of enterprise supply chain & procurement to support its rapid growth. This move aims to strengthen operational leadership as the company scales production of SiC and GaN semiconductors for high-demand markets like EVs and 5G. Neutral: This is a management change aimed at improving execution, not a direct signal of immediate supply or price changes.
SiC SubstratesSiC Power DevicesGaN RF DevicesWolfspeed IncSemiconductor TodayPartnership/M&A

Sat, Mar 12

00:07Impact score 58
AXT grows revenue 44% year-on-year, aided by market share gains
AXT Inc reported Q4 2021 revenue of $37.7m, exceeding its own guidance and marking an 8th consecutive quarter of growth, driven by market share gains. This performance indicates sustained, above-market demand for its compound semiconductor substrates (GaAs, InP, Ge). Bullish: Strong and consistent revenue growth, coupled with market share gains, signals robust underlying demand for these specialized materials, which could tighten supply for traders.
GaAs SubstratesInP SubstratesGe SubstratesAXT IncSemiconductor TodayFinancial/Earnings

Thu, Mar 10

21:32Impact score 15
Transphorm exhibiting and presenting at APEC 2022
Transphorm is exhibiting customer products and presenting technological innovations for GaN FETs at the APEC 2022 conference. The event serves as a platform to showcase the company's progress and drive broader industry adoption of GaN power conversion technology. Neutral: This is a standard promotional activity at a technical conference with no immediate, quantifiable impact on supply, demand, or pricing for GaN components.
GaN FETTransphorm IncSemiconductor TodayProduct Launch
20:50Impact score 12
Third-generation power semiconductors growing at 48% CAGR from $980m in 2021 to $4.71bn in 2025
TrendForce forecasts the third-generation power semiconductor market, driven by SiC and GaN, will grow from $980m in 2021 to $4.71bn in 2025 at a 48% CAGR, primarily fueled by EV and fast-charging demand. This represents a significant long-term structural shift in power component demand.
利多
The explosive growth projection signals sustained, high-volume demand for WBG materials, potentially tightening supply for key raw substrates and foundry capacity over the medium term.
SiC Power SemiconductorsGaN Power SemiconductorsSemiconductor TodayMarket Analysis

Wed, Mar 9

01:08Impact score 60
II-VI accelerates 150-200mm SiC substrate and epi manufacturing expansion
II-VI Incorporated is accelerating its expansion of 150mm and 200mm silicon carbide (SiC) substrate and epitaxial wafer manufacturing capacity with large-scale factory expansions in Pennsylvania and Sweden. This move is part of the company's previously announced $1 billion, 10-year investment plan to scale SiC production. Bearish: The acceleration of significant new SiC substrate and epi capacity adds to the global supply pipeline, potentially easing long-term supply constraints and putting downward pressure on future pricing.
SiC SubstratesSiC Epitaxial WafersII-VI IncorporatedSemiconductor TodayCapacity Change

Tue, Mar 8

20:15Impact score 5
Riber wins Asian order for extra MBE 6000 production system
Riber S.A. has secured an order worth several million euros from an Asian industrial client for an additional MBE 6000 production system. This sale indicates continued investment in molecular beam epitaxy (MBE) manufacturing capacity for advanced semiconductor materials. Neutral: This is a routine capital equipment order with no immediate, direct impact on component supply, pricing, or trader decisions.
MBE SystemsRiber S.A.Semiconductor TodayTechnical
16:26Impact score 10
Scintil unveils III-V-augmented silicon photonic IC
Scintil Photonics unveiled a prototype III-V-augmented silicon photonic IC at OFC 2022, showcasing its fabless development of integrated laser arrays and high-speed transceivers. This represents a technical milestone in the integration of III-V materials with silicon photonics for advanced optical communications. Neutral: This is a long-term R&D development with no immediate impact on component supply, pricing, or trader decisions.
硅光芯片激光器阵列800Gb/s光收发器Scintil PhotonicsSemiconductor TodayTechnical

Wed, Feb 16

20:06Impact score 8
Wolfspeed’s John Palmour elected to US National Academy of Engineering
Wolfspeed co-founder and CTO John Palmour was elected to the US National Academy of Engineering for his contributions to SiC-based electronic device development. This recognition highlights his foundational role in advancing SiC technology, a key material for power and RF semiconductors. Neutral: This is a personal accolade with no direct, immediate impact on supply, demand, or pricing for Wolfspeed's components.
SiC WafersSiC Power DevicesGaN RF DevicesWolfspeed IncSemiconductor TodayTechnical

Tue, Feb 15

17:07Impact score 15
Navitas GaN ICs to be highlighted at APEC
Navitas Semiconductor will showcase its GaN power IC technology at APEC 2022, focusing on mobile fast chargers and expanding into data-center, solar, and EV applications. This is a promotional event highlighting the company's roadmap and market ambitions. Neutral: This is a standard industry conference product showcase with no immediate, quantifiable impact on supply, demand, or pricing for electronic components.
GaN Power ICsNavitas SemiconductorSemiconductor TodayProduct Launch

Mon, Feb 14

18:56Impact score 55
II-VI grows revenue, despite supply-line and COVID-related constraints
II-VI Inc reported Q2 FY22 revenue of $806.8M, a sequential increase of 1.5% and a year-over-year increase of 2.6%. The growth occurred despite ongoing supply chain and COVID-related constraints. Neutral: The report indicates stable demand but persistent supply headwinds, offering no clear directional signal for component pricing.
engineered materialsoptoelectronic componentsII-VI IncSemiconductor TodayFinancial/Earnings

Wed, Feb 9

22:07Impact score 25
II-VI ships 400G ZR+ QSFP-DD-DCO transceivers to Windstream
II-VI Inc has shipped its 400G ZR+ QSFP-DD-DCO transceivers to Windstream Wholesale for field qualification. This product is claimed to be the first with 0dBm output power, targeting data center interconnect and telecom applications. Neutral: This is a standard product qualification milestone with no immediate, direct impact on component supply, demand, or pricing.
400G ZR+ Coherent Optical TransceiversQSFP-DD-DCOII-VI IncSemiconductor TodayProduct Launch

Tue, Feb 8

00:12Impact score 8
Atomically Thin Materials Significantly Shrink Qubits
MIT researchers have demonstrated the use of 2D materials to create significantly smaller capacitors for superconducting qubits, a key step in scaling quantum processors. This is a fundamental R&D milestone in quantum computing architecture. Neutral: This is a long-term scientific development with no immediate impact on the supply, demand, or pricing of commercial electronic components.
Quantum Computing ComponentsIEEE SpectrumTechnical

Fri, Feb 4

02:58Impact score 10
II-VI licenses single-crystal diamond technology from Element Six
II-VI Inc has licensed single-crystal diamond technology from Element Six to expand its diamond materials platform. This collaboration aims to accelerate the development of new applications in areas like thermal management and power electronics. The deal is a long-term R&D milestone with no immediate, direct impact on component supply, pricing, or trader inventory decisions.
Single-Crystal Diamond SubstratesII-VI Inc, Element SixSemiconductor TodayTechnical

Wed, Feb 2

20:33Impact score 15
II-VI qualifies 1200V SiC MOSFET platform to automotive standards and expands relationship with GE
II-VI has qualified its 1200V SiC MOSFET platform to automotive standards and signed a three-year technology access agreement with GE Research. This move aims to accelerate customer design-in activities for its SiC power devices. Neutral: This is a long-term R&D and qualification milestone with no immediate, direct impact on spot market supply, demand, or pricing for electronic components.
SiC MOSFETSiC SubstratesII-VI IncSemiconductor TodayTechnical
03:01Impact score 55
Wolfspeed prices private offering of $650m of convertible senior notes
Wolfspeed priced a $650 million private offering of convertible senior notes, up from an initially announced $500 million. The company is a key supplier of SiC/GaN materials and devices for EVs and industrial markets, and the funds are intended for general corporate purposes, including capacity expansion.
关注
This capital raise reduces near-term liquidity risk for a critical SiC supplier but increases potential future dilution, keeping the supply/demand outlook for SiC wafers unchanged in the short term.
SiC WafersSiC Power DevicesGaN RF DevicesWolfspeed IncSemiconductor TodayFinancial/Earnings

Tue, Jan 25

23:22Impact score 45
IVWorks acquires Saint-Gobain’s GaN wafer business
South Korean GaN wafer manufacturer IVWorks has acquired the GaN wafer business from French materials giant Saint-Gobain. This acquisition consolidates specialized GaN epitaxial wafer production capacity under a single, focused player.
利多
This vertical integration could streamline supply and potentially stabilize pricing for RF and power electronics GaN wafers in the mid-term, though immediate price impact is uncertain.
GaN-on-Si Epitaxial WafersGaN-on-SiC Epitaxial WafersIVWorks Co Ltd, Saint-GobainSemiconductor TodayPartnership/M&A

Fri, Jan 21

18:59Impact score 8
CSconnected ‘Strength in Places Fund’ project to focus on overcoming skills barriers
A £43 million, 55-month project funded in part by a £25 million UK government grant aims to strengthen the CSconnected compound semiconductor cluster in South Wales by addressing skills gaps. The initiative focuses on advanced semiconductor materials research and manufacturing capabilities. Neutral: This long-term R&D and workforce development project has no immediate impact on component supply, pricing, or trader decisions.
Compound SemiconductorsSemiconductor TodayTechnical
18:09Impact score 10
II-VI Inc wins Excellent Supplier Award from Han’s Laser
II-VI Inc received the Excellent Supplier Award 2021 from Han's Laser Diodes Technology. This award signifies a strong and stable supply relationship between a key optoelectronic component maker and a major industrial laser customer. Neutral: While reinforcing II-VI's market position, this event does not indicate a change in supply, demand, or pricing for its components.
High-Power Semiconductor LasersII-VI IncSemiconductor TodayPartnership/M&A

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, Mar 16

Wolfspeed adds to global operations leadership team to support rapid company growth

Sat, Mar 12

AXT grows revenue 44% year-on-year, aided by market share gains

Thu, Mar 10

Transphorm exhibiting and presenting at APEC 2022

Third-generation power semiconductors growing at 48% CAGR from $980m in 2021 to $4.71bn in 2025

Wed, Mar 9

II-VI accelerates 150-200mm SiC substrate and epi manufacturing expansion

Tue, Mar 8

Riber wins Asian order for extra MBE 6000 production system

Scintil unveils III-V-augmented silicon photonic IC

Wed, Feb 16

Wolfspeed’s John Palmour elected to US National Academy of Engineering

Tue, Feb 15

Navitas GaN ICs to be highlighted at APEC

Mon, Feb 14

II-VI grows revenue, despite supply-line and COVID-related constraints

Wed, Feb 9

II-VI ships 400G ZR+ QSFP-DD-DCO transceivers to Windstream

Tue, Feb 8

Atomically Thin Materials Significantly Shrink Qubits

Fri, Feb 4

II-VI licenses single-crystal diamond technology from Element Six

Wed, Feb 2

II-VI qualifies 1200V SiC MOSFET platform to automotive standards and expands relationship with GE

Wolfspeed prices private offering of $650m of convertible senior notes

Tue, Jan 25

IVWorks acquires Saint-Gobain’s GaN wafer business

Fri, Jan 21

CSconnected ‘Strength in Places Fund’ project to focus on overcoming skills barriers

II-VI Inc wins Excellent Supplier Award from Han’s Laser

Chip Teardown Lab2 opened

Component price indexNPI, vs. prior period

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