Riber S.A. received a US order for a Compact 21 research MBE system, scheduled for delivery in 2024. The system will be used for developing III-V materials for microelectronics and photonics applications. Neutral: This is a standard, low-volume equipment sale for R&D with no immediate impact on component supply, demand, or pricing.
MACOM Technology Solutions received two Supplier Excellence Awards from Northrop Grumman, recognizing its performance as a semiconductor supplier to the defense sector. This news highlights MACOM's strong position in the aerospace and defense supply chain but does not indicate any change in production, capacity, or pricing for its components. Neutral: This is a reputational milestone with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
Coherent Corp has recognized Tower Semiconductor as an Outstanding Innovation and Technology Supplier for its PH18 silicon photonics process, which is used in Coherent's high-speed optical transceivers. This award highlights a long-term partnership focused on advanced optical interconnect technology. Neutral: This is a recognition of an existing partnership with no immediate, quantifiable impact on supply, demand, or pricing for trading purposes.
MACOM is showcasing its latest RF, microwave, analog, mixed-signal, and optical semiconductor products for space and hi-reliability applications at the SATELLITE 2024 event. The event serves as a promotional platform for new product introductions in a specialized market segment. Neutral: This is a standard product showcase with no immediate, quantifiable impact on supply, demand, or pricing for traders.
Infineon has filed a patent infringement lawsuit in the US against Chinese GaN power semiconductor firm Innoscience, seeking a permanent injunction. The lawsuit targets core GaN technology related to device reliability and performance. Watch: This introduces legal uncertainty for Innoscience's US market access, potentially affecting GaN supply dynamics if successful, but has no immediate direct impact on pricing or supply.
onsemi has formed a new Analog and Mixed-Signal Group (AMG) led by Sudhir Gopalswamy, targeting an additional $19.3 billion TAM in automotive, industrial, and cloud markets. This internal reorganization aims to accelerate growth by expanding its portfolio of power management and sensor interface devices. Neutral: This is a long-term strategic move with no immediate impact on component supply, pricing, or availability for traders.
Infineon has launched its CoolSiC MOSFET 2000V product family, claiming it is the first discrete SiC device on the market with a 2000V breakdown voltage. The product targets applications requiring higher power density in solar inverters, energy storage, and EV charging. Neutral: This is a new product introduction that may shift long-term demand towards higher-voltage SiC components but has no immediate, direct impact on current trading prices or supply.
Wolfspeed has launched a Registered Apprenticeship Program in New York for semiconductor manufacturing roles, supported by the National Institute for Innovation and Technology and the U.S. Department of Labor. This initiative is part of a broader national effort to develop the domestic semiconductor talent pipeline. Neutral: This is a long-term workforce development action with no immediate impact on component supply, pricing, or trading dynamics.
Luminus Devices has expanded its portfolio of Gen 2 CCT tunable chip-on-board (COB) LEDs with the new CTM-18 and CTM-22 models. This is a routine product line expansion targeting the general illumination market, offering additional color temperature ranges. Neutral: This launch represents standard product development with no immediate, direct impact on supply, demand, or pricing for electronic component traders.
The U.S. DOE has launched a $2.25 million prize competition to develop advanced packaging prototypes for Silicon Carbide (SiC) semiconductors, targeting high-voltage applications like energy storage. This initiative is part of the American-Made Challenges program aimed at fostering domestic innovation. Neutral: This is a long-term R&D funding announcement with no immediate impact on SiC component supply, demand, or pricing for traders.
Aehr Test Systems received $23 million in new follow-on orders for its FOX wafer-level test and burn-in systems from existing customers for silicon carbide device production. The orders, requested for shipment through May 31, indicate sustained capital investment in SiC manufacturing capacity. Bullish: This signals continued strong end-demand for SiC power devices, supporting the investment thesis for the SiC supply chain.
SemiQ Inc has launched a new full-bridge configuration for its QSiC 1200V SiC MOSFET modules, claiming improvements in efficiency and thermal performance. This is a standard product line extension within the competitive SiC power semiconductor market. Neutral: This announcement does not indicate a change in supply, demand, or pricing for existing components; it is a routine product update.
Infineon showcased its broad portfolio of power semiconductor solutions, including SiC and GaN, at APEC 2024. The presentation focused on technology demonstrations and product capabilities for efficiency and power density. This is a standard product launch with no immediate, specific impact on supply, demand, or pricing for traders.
Efficient Power Conversion (EPC) has announced new reference designs featuring its GaN FETs paired with Analog Devices controllers, targeting DC/DC converters in computing, industrial, and consumer applications. This is a routine product launch showcasing improved power density and efficiency, typical of ongoing technology evolution in power semiconductors. Neutral: This is a standard product update with no immediate impact on supply, demand, or pricing for existing components.
Qorvo reported fiscal Q3 2024 revenue of $1.07bn, down 2.7% sequentially but up 44.5% year-on-year, exceeding its high-end guidance by $49m. The CFO attributed the strong performance to significant content gains at its largest customer, widely understood to be Apple.
This signals robust, above-forecast demand for Qorvo's RF and power management components in flagship mobile devices, warranting close watch for potential supply chain ripple effects.
Soctera demonstrated GaN HEMTs achieving a peak surface temperature rise of 59°C while dissipating 10.4W/mm, significantly outperforming typical devices which reach their thermal limit at ~5W/mm. This represents a technical R&D milestone for improving power density and reliability in next-generation telecom and radar applications. Neutral: This lab demonstration has no immediate impact on supply, demand, or pricing for commercial GaN components.
A UK consortium led by the University of Bristol has secured £11 million in government funding to establish the REWIRE Innovation and Knowledge Centre, focusing on wide and ultra-wide bandgap power electronics. The initiative involves major industry partners including Bosch, Siemens, ST Microelectronics, and Cambridge GaN Devices. Neutral: This is a long-term R&D project with no immediate impact on component supply, pricing, or production capacity.
Skyworks Solutions reported fiscal Q1 2024 revenue of $1.20bn, a sequential decline of 1.4% and a year-on-year drop of 9.6%, though it slightly exceeded its guidance midpoint. The decline reflects continued softness in the broader mobile market, a key end-market for the company's analog and RF chips.
The persistent revenue contraction signals ongoing demand weakness for mobile-related semiconductors, a bearish indicator for near-term pricing and trading sentiment for these components.
Infineon announced that its new CoolSiC hybrid discrete, combining a TRENCHSTOP 5 IGBT and a CoolSiC Schottky diode in a D2PAK package, has been selected by Chinese power electronics maker VMAX for its next-generation 6.6kW on-board chargers. This represents a design win for Infineon's latest power semiconductor technology in the competitive new energy vehicle market. Neutral: This is a standard product launch and design win announcement with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
Wolfspeed reported Q2 FY2024 revenue of $208.4M, a 20% YoY increase and above guidance, driven by record design-wins totaling $2.9B. This indicates strong future demand for its SiC materials and devices as these wins convert to production.
The record design-wins signal robust future demand for SiC components, potentially tightening supply for competitors and supporting pricing, though immediate spot market impact is indirect.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
| 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 |