NuAxi Stream - Real-Time Semiconductor Intelligence

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

Thu, Mar 10

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.
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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

01:55Impact score 5
Canada invests CDN$240m in semiconductor and photonics industries
The Canadian government announced CAD$240 million in funding, with CAD$150 million allocated to the Semiconductor Challenge Callout via the Strategic Innovation Fund and CAD$90 million for the National Research Council's Canadian Photonics Fabrication Centre. This investment aims to bolster domestic R&D and fabrication capabilities in semiconductors and photonics. Neutral: This is a long-term R&D initiative with no immediate impact on component supply, pricing, or trading dynamics.
SemiconductorsPhotonicsSemiconductor TodayPolicy/Regulation

Tue, Mar 1

19:30Impact score 15
Q4 smartphone production sees 9.5% quarter-on-quarter growth, driven by 66% growth for Apple
Global smartphone production reached 356 million units in Q4 2021, a 9.5% QoQ increase, primarily driven by a 66% surge in Apple's output. This indicates a stronger-than-expected seasonal demand recovery, particularly in the high-end segment. Neutral: The data provides a positive demand signal for smartphone-related semiconductors, but it is historical and lacks forward-looking supply chain specifics for direct trading action.
Smartphone SoCMobile DRAMMobile NAND FlashApple, Samsung Electronics and 6 totalSemiconductor TodayMarket Analysis

Tue, Feb 8

20:22Impact score 10
Report details growth in compound semiconductor jobs and exports in Wales
A report from Cardiff University details growth in the Welsh compound semiconductor cluster CSconnected in 2021, highlighting job creation and export increases. The report serves as a regional economic analysis of the sector's expansion. Neutral: This is a backward-looking, regional market analysis with no specific data on supply, demand, or pricing for tradable components.
Compound SemiconductorsSemiconductor TodayMarket Analysis
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

Thu, Feb 3

21:27Impact score 15
GaN power devices market to grow at over 57.4% CAGR to 2030
A market report forecasts the global GaN power devices market to grow at a CAGR of 57.4% from 2022 to 2030, driven by demand from EVs, RF applications, and wireless charging. The growth is attributed to wider adoption in consumer electronics and automotive sectors, alongside falling device prices. Bullish: The report signals strong, sustained demand growth for GaN power devices, which could tighten supply and support long-term pricing, though it lacks immediate, specific trading catalysts.
GaN Power DevicesSemiconductor TodayMarket Analysis
00:24Impact score 55
Riber’s full-year 2021 revenue up 3% to €31.2m, as Services & Accessories compensate for restricted export licenses for MBE Systems
Riber reported 2021 revenue of €31.2m, a 3% increase, driven by Services & Accessories sales compensating for restricted export licenses for its core MBE Systems. The company's revenue mix shifted heavily to Asia (59%), highlighting geopolitical constraints on equipment exports. Watch: Export license restrictions on key semiconductor manufacturing tools create supply uncertainty for downstream fabs and research labs.
MBE SystemsEvaporation SourcesEffusion CellsRiber S.A.Semiconductor TodayFinancial/Earnings

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

Sat, Jan 29

00:48Impact score 15
Apple iPhone tops smartphone market in Q4/2021, but Samsung remains top for full year
Global smartphone shipments declined 2.7% YoY to 365M units in Q4 2021, with Apple taking the quarterly lead while Samsung remained the annual leader. The decline was attributed to ongoing factory constraints and component shortages limiting supply. Neutral: This confirms sustained but moderating end-demand softness and persistent supply chain bottlenecks, offering no new directional signal for component pricing.
Smartphone SoCMobile DRAMNAND FlashSamsung Electronics, Apple and 7 totalSemiconductor TodayMarket Analysis

Fri, Jan 28

21:49Impact score 8
Smartphone shipment recovery to continue in 2022, growing 4% to 1.386 billion units
TrendForce forecasts a 4% YoY recovery in global smartphone shipments to 1.386 billion units in 2022, following a peak in 2017 and subsequent stagnation due to lengthening replacement cycles and pandemic effects. This indicates a tepid, low-single-digit demand recovery for key mobile semiconductors. Neutral: The forecasted growth is marginal and reflects a mature market, unlikely to create significant supply pressure or price movement for components.
Smartphone APMobile DRAMMobile NAND FlashQualcomm, MediaTek and 8 totalSemiconductor TodayMarket Analysis

Wed, Jan 26

21:01Impact score 15
ACM strengthens wet processing portfolio with new compound semiconductor tools
ACM Research has introduced a new suite of wet processing tools targeting compound semiconductor manufacturing. This launch expands the company's product portfolio to address a specialized segment of the chip fabrication market. Neutral: This is a company-specific product announcement with no immediate, direct impact on component supply, demand, or pricing for traders.
Compound Semiconductor WafersACM Research IncSemiconductor TodayProduct Launch

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

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

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

Thu, Mar 10

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

Wed, Mar 9

Canada invests CDN$240m in semiconductor and photonics industries

Tue, Mar 1

Q4 smartphone production sees 9.5% quarter-on-quarter growth, driven by 66% growth for Apple

Tue, Feb 8

Report details growth in compound semiconductor jobs and exports in Wales

Atomically Thin Materials Significantly Shrink Qubits

Thu, Feb 3

GaN power devices market to grow at over 57.4% CAGR to 2030

Riber’s full-year 2021 revenue up 3% to €31.2m, as Services & Accessories compensate for restricted export licenses for MBE Systems

Wed, Feb 2

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

Sat, Jan 29

Apple iPhone tops smartphone market in Q4/2021, but Samsung remains top for full year

Fri, Jan 28

Smartphone shipment recovery to continue in 2022, growing 4% to 1.386 billion units

Wed, Jan 26

ACM strengthens wet processing portfolio with new compound semiconductor tools

Fri, Jan 21

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

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