NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Dec 6

21:20Impact score 15
VisIC and AVL partner on GaN inverters for EVs
VisIC Technologies and AVL have partnered to develop GaN-based inverter technology for electric vehicles, claiming it offers higher efficiency and lower system cost than silicon carbide (SiC). This collaboration is an R&D milestone aimed at positioning GaN as a competitive solution in the high-power EV market. Neutral: This is a long-term technology development with no immediate impact on semiconductor supply, pricing, or trader inventory decisions.
GaN Power TransistorsAutomotive Power SemiconductorsVisIC Technologies LtdSemiconductor TodayTechnical

Tue, Dec 3

16:43Impact score 60
Japan investing ¥70.5bn in ¥211.6bn joint DENSO–Fuji Electric plan to boost SiC power semi production
Japan's METI approved a ¥70.5bn subsidy for a ¥211.6bn joint investment plan by DENSO and Fuji Electric to boost domestic SiC power semiconductor production. This is part of Japan's national strategy to secure supply chains for next-generation automotive and industrial components. Bearish: The significant capacity expansion, backed by government funding, increases future supply, potentially easing long-term pricing pressure on SiC power devices.
SiC Power SemiconductorsDENSO Corp, Fuji Electric Co LtdSemiconductor TodayCapacity Change

Wed, Nov 27

05:08Impact score 5
Wolfspeed appoints Melissa Garrett as general counsel
Wolfspeed has appointed Melissa Garrett as Senior VP & General Counsel, effective December 9, replacing Brad Kohn who resigned. This is a routine senior executive appointment within the company's legal department. Neutral: This internal management change has no direct, immediate impact on SiC wafer or device supply, pricing, or trading dynamics.
SiC WafersSiC Power DevicesWolfspeedSemiconductor Today

Wed, Nov 20

22:15Impact score 15
Advantest launches 100MHz–20GHz, 2GHz-bandwidth RF IC test card for V93000 EXA Scale platform
Advantest has launched the Wave Scale RF20ex, a 100MHz–20GHz RF test card with 2GHz bandwidth for its V93000 EXA Scale platform. This is a new product introduction for semiconductor test equipment, aimed at improving testing capabilities for RF devices. Neutral: This is a tooling update for chipmakers and test houses, with no immediate direct impact on component supply, demand, or pricing.
RF Test EquipmentAdvantest CorpSemiconductor TodayProduct Launch
18:36Impact score 15
Tower starts producing 1.6Tbps transceivers on latest silicon photonics platform
Tower Semiconductor has begun volume production of 1.6Tbps silicon photonic transceivers for multiple lead customers, doubling the data rate of its previous high-volume 800Gbps products. This ramp is based on its latest silicon photonics platform developed with tier-1 customers. Neutral: This is a product launch and technology milestone for a specialty foundry, with no immediate, direct impact on broader component supply, demand, or pricing relevant to traders.
Silicon Photonics TransceiversOptical InterconnectTower Semiconductor LtdSemiconductor TodayProduct Launch

Tue, Nov 19

17:43Impact score 45
Gregg Lowe departs Wolfspeed as president & CEO
Wolfspeed's board has agreed with CEO Gregg Lowe for his departure in November, triggering a search for a permanent replacement. This leadership transition at a key SiC materials and device supplier introduces uncertainty into the supply chain during a period of rapid EV and industrial demand growth. Watch: The sudden CEO change could disrupt Wolfspeed's execution on capacity expansions and customer commitments, potentially impacting SiC supply stability.
SiC WafersSiC Power DevicesWolfspeed IncSemiconductor TodayPartnership/M&A

Fri, Nov 15

17:17Impact score 10
Wise-integration expands in North America with Ottawa Design Center
Fabless GaN power IC designer Wise-integration has opened a new design center in Ottawa, Canada, to drive development of its next-generation WiseGan portfolio. The move represents a geographical expansion of the firm's R&D capabilities, which were spun off from CEA-Leti in 2020. Neutral: This is a long-term R&D investment with no immediate, direct impact on component supply, pricing, or trader decisions.
GaN Power ICsWise-integrationSemiconductor TodayTechnical
17:05Impact score 10
SMART Photonics and X-FAB collaborate on multi-Terabit transceivers
SMART Photonics and X-FAB announced a collaboration to use micro-transfer printing for heterogeneous integration of InP chiplets with silicon photonics platforms, targeting multi-terabit transceivers for datacom/telecom. This is a long-term R&D and manufacturing partnership focused on enabling new capabilities. Neutral: This is a technology development milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
Silicon PhotonicsInP PICsOptical TransceiversX-FAB Silicon Foundries SE, SMART PhotonicsSemiconductor TodayTechnical
00:25Impact score 20
Toshiba ships early test samples of bare die 1200V SiC MOSFET
Toshiba has developed and is shipping early test samples of its new 1200V SiC MOSFETs in bare die format, targeting automotive traction inverters. This represents a new product introduction in the competitive SiC power semiconductor market. Neutral: This is a standard product launch with no immediate impact on supply, demand, or pricing for existing components.
SiC MOSFETToshiba Electronic Devices & Storage CorpSemiconductor TodayProduct Launch

Thu, Nov 14

20:29Impact score 15
CGD and IFPEN demo GaN-based 800VDC inverter that outperforms SiC
Cambridge GaN Devices (CGD) and IFPEN have demonstrated an 800VDC inverter using CGD's 650V GaN ICs, claiming performance superior to SiC. This is an R&D milestone showcasing GaN's potential in high-voltage power applications. Neutral: This is a technology demonstration with no immediate impact on supply, demand, or pricing for commercial GaN or SiC components.
GaN Power ICsPower TransistorsCambridge GaN Devices LtdSemiconductor TodayTechnical
18:15Impact score 5
Richardson expands Navitas silicon carbide power device distribution
Richardson Electronics has expanded its distribution partnership with Navitas Semiconductor to cover SiC power devices in the EMEA region. This move aims to improve market access and supply chain support for these components. Neutral: This is a channel expansion that may improve availability but does not directly alter supply, demand, or pricing dynamics for traders.
SiC Power SemiconductorsNavitas Semiconductor Corp, Richardson Electronics LtdSemiconductor TodayPartnership/M&A

Tue, Nov 12

22:15Impact score 15
ROHM launches surface-mount SiC Schottky barrier diodes with 1.3x greater creepage distance for improved insulation resistance
ROHM Semiconductor has launched a new series of surface-mount SiC Schottky barrier diodes featuring increased creepage distance for improved insulation. The initial eight models target automotive OBCs and DC-DC converters, with eight more industrial models planned for December release. Neutral: This is a standard product launch that expands ROHM's portfolio but does not indicate a shift in supply, demand, or pricing for existing components.
SiC Schottky Barrier DiodesROHM SemiconductorSemiconductor TodayProduct Launch

Mon, Nov 11

21:24Impact score 15
CGD and Qorvo collaborate on evaluation kit for motor control systems
Cambridge GaN Devices (CGD) and Qorvo have partnered to release a motor control evaluation kit combining Qorvo's PAC5556A motor controller with CGD's ICeGaN power ICs. The collaboration aims to showcase improved power efficiency in motor control applications. This is a standard product launch with no immediate impact on component supply, pricing, or inventory levels.
GaN Power TransistorsMotor Control ICsCambridge GaN Devices Ltd, Qorvo IncSemiconductor TodayProduct Launch

Thu, Nov 7

19:39Impact score 45
MACOM acquires fabless semiconductor firm ENGIN-IC
MACOM Technology Solutions has acquired fabless GaN MMIC designer ENGIN-IC, aiming to strengthen its design capabilities in RF and microwave markets. The acquisition consolidates expertise in high-performance analog and mixed-signal semiconductors, particularly in the growing GaN space. Watch: This vertical integration could tighten supply for MACOM's specialized GaN components and alter competitive dynamics in the RF power amplifier market.
GaN MMICsRFMicrowaveMACOM Technology Solutions Inc, ENGIN-IC IncSemiconductor TodayPartnership/M&A
01:22Impact score 10
Cambridge GaN Devices exhibiting at electronica
Cambridge GaN Devices Ltd is exhibiting at electronica 2024 to showcase its GaN-on-silicon power transistors and ICs. The fabless company, spun out of the University of Cambridge in 2016, is demonstrating its technology at booth C3.539.
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Current visibility event with no immediate supply or pricing impact.
GaN-on-silicon power transistorsGaN ICsCambridge GaN Devices LtdSemiconductor TodayProduct Launch

Wed, Nov 6

02:53Impact score 15
Nexperia and KOSTAL partner on automotive-grade wide-bandgap devices
Nexperia has entered a strategic partnership with automotive supplier KOSTAL to develop and supply wide-bandgap (WBG) power devices for automotive applications. This collaboration aims to tailor WBG components to meet stringent automotive requirements. Neutral: This is a long-term design-in and validation agreement with no immediate impact on supply, demand, or pricing for existing components.
Wide-Bandgap Power SemiconductorsAutomotive Power ElectronicsNexperia, KOSTALSemiconductor TodayPartnership/M&A

Tue, Nov 5

20:36Impact score 15
Power Integrations launches 1700V GaN switcher IC
Power Integrations has launched a new 1700V GaN switcher IC within its InnoMux-2 family, claiming it as the industry's first. This extends the voltage rating of their proprietary PowiGaN technology beyond their previous 900V and 1250V devices. Neutral: This is a technology milestone but does not indicate any immediate change in supply, demand, or pricing for existing components.
GaN Power ICsOffline Power Supply ICsPower Integrations Inc.Semiconductor TodayProduct Launch
02:07Impact score 12
MACOM to lead US CHIPS Act-funded GaN-on-SiC technology development project
MACOM has been selected to lead a CHIPS Act-funded DoD project to develop GaN-on-SiC process technologies for high-voltage, millimeter-wave RF and microwave applications. The project aims to establish domestic manufacturing capabilities for advanced defense and commercial RF components. Neutral: This is a long-term R&D initiative with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN-on-SiC RF MMICsMACOM Technology Solutions IncSemiconductor TodayTechnical

Fri, Nov 1

01:53Impact score 15
Sanan Semiconductor adds 1700V and 2000V devices to silicon carbide portfolio
Sanan Semiconductor has expanded its SiC portfolio with the launch of 1700V and 2000V power devices, targeting applications like renewable energy and EV charging. This move increases the supply of high-voltage SiC components from a major Chinese supplier. Neutral: This is a long-term capacity addition in a competitive segment, unlikely to cause immediate price shifts for existing mainstream SiC products.
SiC MOSFETSiC Power DeviceSanan Semiconductor Co LtdSemiconductor TodayProduct Launch

Fri, Oct 25

00:44Impact score 45
ZF said to be withdrawing from Wolfspeed’s German silicon carbide device fab project
Automotive supplier ZF Friedrichshafen intends to withdraw from its planned $185 million investment in Wolfspeed's $3 billion SiC device fab project in Germany. The move introduces uncertainty to the project's funding and timeline for expanding SiC power device capacity, which is critical for the EV market. Watch: The potential delay or scaling back of this capacity expansion could tighten the long-term supply outlook for SiC devices, but the immediate trading impact is uncertain pending Wolfspeed's response.
Silicon Carbide (SiC) Power DevicesWolfspeed 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

Fri, Dec 6

VisIC and AVL partner on GaN inverters for EVs

Tue, Dec 3

Japan investing ¥70.5bn in ¥211.6bn joint DENSO–Fuji Electric plan to boost SiC power semi production

Wed, Nov 27

Wolfspeed appoints Melissa Garrett as general counsel

Wed, Nov 20

Advantest launches 100MHz–20GHz, 2GHz-bandwidth RF IC test card for V93000 EXA Scale platform

Tower starts producing 1.6Tbps transceivers on latest silicon photonics platform

Tue, Nov 19

Gregg Lowe departs Wolfspeed as president & CEO

Fri, Nov 15

Wise-integration expands in North America with Ottawa Design Center

SMART Photonics and X-FAB collaborate on multi-Terabit transceivers

Toshiba ships early test samples of bare die 1200V SiC MOSFET

Thu, Nov 14

CGD and IFPEN demo GaN-based 800VDC inverter that outperforms SiC

Richardson expands Navitas silicon carbide power device distribution

Tue, Nov 12

ROHM launches surface-mount SiC Schottky barrier diodes with 1.3x greater creepage distance for improved insulation resistance

Mon, Nov 11

CGD and Qorvo collaborate on evaluation kit for motor control systems

Thu, Nov 7

MACOM acquires fabless semiconductor firm ENGIN-IC

Cambridge GaN Devices exhibiting at electronica

Wed, Nov 6

Nexperia and KOSTAL partner on automotive-grade wide-bandgap devices

Tue, Nov 5

Power Integrations launches 1700V GaN switcher IC

MACOM to lead US CHIPS Act-funded GaN-on-SiC technology development project

Fri, Nov 1

Sanan Semiconductor adds 1700V and 2000V devices to silicon carbide portfolio

Fri, Oct 25

ZF said to be withdrawing from Wolfspeed’s German silicon carbide device fab project

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