NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, May 30

19:40Impact score 15
Cambridge GaN Devices signs MoU with ITRI covering GaN-based power supply development
Fabless firm Cambridge GaN Devices (CGD) has signed an MoU with Taiwan's ITRI to develop high-performance GaN solutions for USB-PD adapters and share market intelligence. This partnership aims to accelerate the commercialization of GaN technology in the power supply market. Neutral: This is a long-term R&D collaboration with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN Power TransistorsUSB-PD AdaptersCambridge GaN Devices LtdSemiconductor TodayPartnership/M&A
01:33Impact score 15
Luminus adds improved version of SST-08-UV LED
Luminus Devices has introduced the SST-08H-UV, an improved version of its high-power UV-A LED. This is a routine product refresh within the company's existing illumination market portfolio. Neutral: This launch is unlikely to materially impact supply, demand, or pricing for UV LEDs in the broader trading market.
UV-A LEDLuminus Devices IncSemiconductor TodayProduct Launch

Wed, May 29

23:00Impact score 15
Arm Unveils 2024 Compute Platform: 3nm, Cortex-X925, Cortex-A725, Immortalis-G925
Arm has launched its 2024 Client Compute Subsystem (CSS), featuring the new Cortex-X925, Cortex-A725 CPUs, and Immortalis-G925 GPU, all optimized for TSMC's 3nm process. This annual IP refresh is aimed at enhancing AI and general compute performance for future mobile devices. Neutral: This is a standard annual IP update with no immediate impact on component supply, pricing, or inventory; it may influence long-term demand for 3nm wafers and advanced packaging.
Mobile SoC IPGPU IPArm Ltd., TSMCWikiChip FuseProduct Launch
23:00Impact score 20
Arm Launches Next-Gen Big-Core: Cortex-A725
Arm has launched its next-generation Cortex-A725 CPU core as part of its 2024 Compute Subsystem, claiming up to a 35% improvement in performance-efficiency and a 25% performance uplift at peak power. The core is optimized for 3nm process nodes and features doubled L2 cache capacity, targeting premium mobile devices by year-end. Neutral: This is a standard IP product roadmap update with no immediate impact on component supply, pricing, or production capacity for traders.
CPU IP CoresArm Ltd.WikiChip FuseProduct Launch
19:27Impact score 25
Infineon launches CoolGaN transistor families built on 8-inch foundry processes
Infineon announced two new generations of CoolGaN transistors using 8-inch foundry processes, covering voltage classes from 40V to 700V. This expansion aims to support digitalization and decarbonization applications. (Watch)
GaN TransistorInfineon Technologies AGSemiconductor TodayProduct Launch

Fri, May 17

16:17Impact score 58
Skyworks’ quarterly revenue falls 12.9% to $1.046bn
Skyworks Solutions reported fiscal Q2 2024 revenue of $1.046 billion, a sequential decline of 12.9% from $1.201 billion and a year-over-year drop of 9.5%. The decrease reflects ongoing softness in the broader smartphone and end-market demand environment. Bearish: The significant revenue miss signals persistent demand weakness for analog/mixed-signal chips, pressuring pricing and inventory valuation for traders.
Analog SemiconductorsMixed-Signal SemiconductorsSkyworks Solutions IncSemiconductor TodayFinancial/Earnings

Thu, May 16

15:09Impact score 15
ROHM showcasing EcoGaN and SiC power semiconductors at PCIM Europe
ROHM is showcasing its latest EcoGaN and SiC power semiconductor solutions at the PCIM Europe 2024 trade fair. The event serves as a platform for presenting new wide-bandgap technology developments to the industry. Neutral: This is a standard product showcase with no immediate, specific data indicating a change in supply, demand, or pricing dynamics.
GaN Power SemiconductorsSiC Power SemiconductorsROHM SemiconductorSemiconductor TodayProduct Launch
01:27Impact score 15
Blue laser maker NUBURU enters medical device market
NUBURU Inc has received a purchase order from Blueacre Technology for its BlueScan blue laser solution, which will be integrated into a welding system for medical device manufacturing. This represents a market expansion for NUBURU's industrial blue lasers into the medical device contract manufacturing sector. Neutral: This is a specific customer win for a niche component, with no immediate or broad impact on semiconductor supply, demand, or pricing relevant to traders.
Industrial LasersNUBURU IncSemiconductor TodayProduct Launch

Wed, May 15

20:51Impact score 15
Luminus launches 4-in-1 red-green-blue-lime color-mix LEDs
Luminus Devices has launched a new series of 4-in-1 RGBL LEDs for high-output stage and architectural lighting. The product targets a niche professional lighting market requiring high color rendering. Neutral: This is a standard product launch for a specialized application with no immediate, broad impact on LED supply, demand, or pricing.
LEDLuminus Devices IncSemiconductor TodayProduct Launch

Tue, May 14

01:22Impact score 55
Wolfspeed quarterly revenue hit by weak industrial and energy markets
Wolfspeed reported Q3 FY2024 revenue of $200.7M, a 4% sequential decline attributed to weak demand in industrial and energy markets. The company's performance signals broader softness in key end-markets for silicon carbide power semiconductors. Bearish: Weak end-market demand points to potential inventory pressure and price concessions for SiC components.
SiC MaterialsSiC Power SemiconductorsWolfspeed IncSemiconductor TodayFinancial/Earnings

Wed, May 8

16:58Impact score 8
CNIPA validates EPC’s GaN gate technology patent
The China National Intellectual Property Administration (CNIPA) has validated EPC's patent for its enhancement-mode GaN gate technology. This strengthens EPC's intellectual property position in the Chinese market for GaN power semiconductors. Neutral: This is a legal milestone with no immediate impact on supply, demand, or pricing for GaN components.
GaN FETPower Management ICEfficient Power Conversion Corp (EPC)Semiconductor TodayTechnical

Wed, Apr 24

23:32Impact score 15
Transphorm and Weltrend add 150mΩ and 480mΩ 650V integrated GaN system-in-packages
Transphorm and Weltrend have announced two new 650V GaN system-in-packages (SiPs) with 150mΩ and 480mΩ ratings, expanding their SuperGaN-based SiP family. This launch represents a continuation of their existing partnership to offer integrated power conversion solutions. Neutral: This is a routine product line expansion with no immediate, quantifiable impact on supply, demand, or pricing for the broader GaN component market.
GaN FETPower ICTransphorm Inc, Weltrend Semiconductor IncSemiconductor TodayProduct Launch

Fri, Apr 19

17:22Impact score 58
Wolfspeed orders multiple Aixtron G10-SiC systems to support ramp-up of 200mm epi production
Wolfspeed has placed multiple orders for Aixtron's G10-SiC CVD systems in Q3 and Q4 2023 to ramp up production of 200mm silicon carbide epitaxial wafers. This investment is part of Wolfspeed's ongoing capacity expansion to meet growing demand for SiC power devices in electric vehicles and industrial applications. Bearish: This signals a future increase in SiC wafer supply, which could ease long-term pricing pressure but does not indicate an immediate oversupply.
SiC Epitaxial WafersSiC Power SemiconductorsWolfspeed Inc, Aixtron SESemiconductor TodayCapacity Change

Wed, Apr 17

21:39Impact score 15
Infineon provides Shanghai-based FOXESS with power semiconductors
Infineon Technologies will supply its CoolSiC MOSFET 1200V and IGBT7 H7 1200V power semiconductor devices to Chinese inverter maker FOXESS for use in industrial energy storage and PV inverter applications. This is a standard supply agreement between a major chipmaker and a growing system manufacturer. Neutral: This is a routine customer win announcement with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
SiC MOSFET 1200VIGBT7 1200VInfineon Technologies AG, FOXESSSemiconductor TodayPartnership/M&A

Wed, Apr 10

19:25Impact score 58
Aehr quarterly revenue halves due to short-term SiC-related order push-outs following EV market slowdown
Aehr Test Systems reported Q3 FY2024 revenue of $7.56M, a drop of more than 50% sequentially from $21.4M and year-over-year from $17.2M. The sharp decline is attributed to order push-outs for its wafer-level burn-in systems for SiC devices, driven by a slowdown in the electric vehicle market.
利空
This signals weakening near-term demand for SiC production and test equipment, a bearish indicator for the SiC supply chain and related capital equipment suppliers.
Silicon Carbide (SiC) Power DevicesAehr Test SystemsSemiconductor TodayFinancial/Earnings

Thu, Apr 4

19:02Impact score 15
Axcelis ships Purion EXE SiC implanter to new power device customer in Japan
Axcelis Technologies has shipped a Purion EXE SiC high-energy implanter and completed an evaluation of a Purion H200 SiC medium-energy implanter to power device chipmakers in Japan. The systems are intended for 150mm and 200mm SiC wafer production targeting automotive and industrial applications. Neutral: This is a standard equipment sale indicating ongoing capacity build-out for SiC power devices, but does not signal an immediate supply/demand imbalance or price impact for traders.
SiC Power DevicesAxcelis TechnologiesSemiconductor TodayProduct Launch

Wed, Apr 3

17:15Impact score 15
Aehr receives order from new customer for FOX-NP multi-wafer test & burn-in system
Aehr Test Systems received an initial order from a new customer for its FOX-NP wafer-level test and burn-in system, along with WaferPak Contactors and an Aligner, for SiC device qualification and small-lot production. This indicates continued investment in SiC manufacturing capacity and reliability testing infrastructure. Neutral: The order is for capital equipment and does not directly signal an immediate change in SiC component supply, demand, or pricing.
Silicon Carbide (SiC) Power DevicesAehr Test SystemsSemiconductor TodayTechnical

Wed, Mar 27

19:50Impact score 60
Wolfspeed tops out construction of John Palmour Manufacturing Center for Silicon Carbide
Wolfspeed celebrated the structural completion of its $5 billion John Palmour Manufacturing Center for Silicon Carbide in North Carolina, with phase one expected to be finished by end of 2024. This facility is a major capacity expansion aimed at meeting growing demand for SiC materials and devices in electric vehicles and industrial markets. Bearish: The significant addition of future SiC wafer and device capacity from a leading supplier could ease long-term supply constraints and put downward pressure on prices.
SiC WafersSiC Power DevicesWolfspeed IncSemiconductor TodayCapacity Change

Tue, Mar 26

23:47Impact score 15
Avnet to distribute EPC Space’s rad-hard GaN power devices
Avnet has entered a global distribution agreement for EPC Space's line of radiation-hardened GaN power devices qualified for satellite and high-reliability applications. This expands the sales channel for a specialized, low-volume, high-margin component segment. Neutral: This partnership announcement is unlikely to impact broader semiconductor pricing or supply, as it concerns a niche market with limited trading liquidity.
Radiation-Hardened GaN Power DevicesEPC Space LLC, AvnetSemiconductor TodayPartnership/M&A

Fri, Mar 22

00:32Impact score 10
5N Plus commercializing its GaN-on-Si patents
5N Plus is launching commercialization rights for its GaN-on-Si patent portfolio, targeting high-power electronics, EVs, and AI servers. This move aims to accelerate prototype development and market entry for vertical GaN-on-Si power devices. Neutral: This is a long-term technology licensing development with no immediate, quantifiable impact on component supply, demand, or pricing.
GaN-on-Si Power Devices5N Plus IncSemiconductor 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

Thu, May 30

Cambridge GaN Devices signs MoU with ITRI covering GaN-based power supply development

Luminus adds improved version of SST-08-UV LED

Wed, May 29

Arm Unveils 2024 Compute Platform: 3nm, Cortex-X925, Cortex-A725, Immortalis-G925

Arm Launches Next-Gen Big-Core: Cortex-A725

Infineon launches CoolGaN transistor families built on 8-inch foundry processes

Fri, May 17

Skyworks’ quarterly revenue falls 12.9% to $1.046bn

Thu, May 16

ROHM showcasing EcoGaN and SiC power semiconductors at PCIM Europe

Blue laser maker NUBURU enters medical device market

Wed, May 15

Luminus launches 4-in-1 red-green-blue-lime color-mix LEDs

Tue, May 14

Wolfspeed quarterly revenue hit by weak industrial and energy markets

Wed, May 8

CNIPA validates EPC’s GaN gate technology patent

Wed, Apr 24

Transphorm and Weltrend add 150mΩ and 480mΩ 650V integrated GaN system-in-packages

Fri, Apr 19

Wolfspeed orders multiple Aixtron G10-SiC systems to support ramp-up of 200mm epi production

Wed, Apr 17

Infineon provides Shanghai-based FOXESS with power semiconductors

Wed, Apr 10

Aehr quarterly revenue halves due to short-term SiC-related order push-outs following EV market slowdown

Thu, Apr 4

Axcelis ships Purion EXE SiC implanter to new power device customer in Japan

Wed, Apr 3

Aehr receives order from new customer for FOX-NP multi-wafer test & burn-in system

Wed, Mar 27

Wolfspeed tops out construction of John Palmour Manufacturing Center for Silicon Carbide

Tue, Mar 26

Avnet to distribute EPC Space’s rad-hard GaN power devices

Fri, Mar 22

5N Plus commercializing its GaN-on-Si patents

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