NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Jan 31

04:56Impact score 10
JEDEC publishes guidelines for reverse-bias reliability evaluation of GaN power conversion devices
JEDEC has published the JEP198 guideline, a free standard for reverse-bias reliability evaluation of Gallium Nitride (GaN) power conversion devices. The standard was developed by a subcommittee whose membership has grown from 23 to over 80 companies since 2017. Neutral: This is a long-term industry standardization effort aimed at improving quality and reliability, but it does not signal any immediate change in supply, demand, or pricing for GaN components.
GaN Power DevicesSemiconductor TodayTechnical
00:37Impact score 15
Luminus launches its first laser products
Luminus Devices has expanded its portfolio by launching its first green and blue laser products targeting applications like entertainment lighting and biometric monitoring. This move represents a diversification for a company traditionally focused on LED and solid-state lighting. Neutral: The launch of a new, niche product line by a single supplier is unlikely to materially impact broader semiconductor supply, demand, or pricing in the near term.
laser diodesLuminus Devices IncSemiconductor TodayProduct Launch

Tue, Jan 30

21:35Impact score 15
Compound semiconductor substrate market growing at 17% CAGR to $3.3bn in 2029
Yole Group forecasts the compound semiconductor substrate market to grow at a 17% CAGR, reaching $3.3 billion by 2029. This growth is driven by demand from power electronics, RF devices, and photonics applications. Neutral: This is a long-term market projection without specific data on current supply constraints, price movements, or capacity changes that would trigger immediate trading action.
Compound Semiconductor SubstratesSemiconductor TodayMarket Analysis
17:53Impact score 8
Silvaco joins GaN Valley ecosystem
EDA software provider Silvaco has joined the GaN Valley ecosystem to support the development of gallium nitride power device designs using its Victory TCAD platform. This is a long-term R&D initiative focused on improving design efficiency for next-generation power semiconductors. Neutral: This is a background technology development with no immediate impact on component supply, pricing, or trader decisions.
GaN Power DevicesSemiconductor TodayTechnical

Fri, Jan 26

17:55Impact score 15
Guerrilla RF adds two ¼W linear PAs and two LNAs, targeting cellular compensators for automotive market
Guerrilla RF has launched two ¼W linear PAs and two LNAs qualified to AEC-Q100 standards for automotive cellular compensators. This expands the company's product portfolio targeting the automotive connectivity market. Neutral: This is a standard product launch with no immediate impact on supply, demand, or pricing of existing RF components.
RF Power AmplifiersLow-Noise AmplifiersGuerrilla RF IncSemiconductor TodayProduct Launch

Thu, Jan 25

23:50Impact score 15
Infineon providing 1200V CoolSiC MOSFET devices for Sinexcel’s energy storage systems
Infineon will supply its 1200V CoolSiC MOSFETs and EiceDRIVER gate driver ICs to Sinexcel for use in energy storage systems. This partnership is aimed at improving system efficiency for the Chinese power equipment provider. Neutral: This is a specific design win with no immediate, broad impact on component supply, demand, or pricing for traders.
SiC MOSFETGate Driver ICInfineon Technologies AG, Sinexcel Electric Co LtdSemiconductor TodayPartnership/M&A
20:49Impact score 20
Phlux unveils Noiseless InGaAs APDs as first products
Phlux Technology has launched its first commercial products, the Aura family of 1550nm infrared sensors, claiming they are 12x more sensitive than traditional InGaAs APDs. The company, spun out from Sheffield University, positions these as drop-in replacements for existing components in LiDAR and optical test equipment. Neutral: This is a new entrant's product launch with potential long-term demand implications for niche sensor markets, but no immediate, direct impact on trading prices or supply of established components.
InGaAs APDAvalanche PhotodiodePhlux TechnologySemiconductor TodayProduct Launch

Wed, Jan 24

21:10Impact score 8
Oxford Instruments supplies ALD system to UK micro-LED maker
Oxford Instruments has installed an atomic layer deposition (ALD) system at an unnamed UK micro-LED manufacturer. The equipment is used to deposit high-K dielectric films for high-density, high-brightness RGB pixel arrays targeting AR/VR devices and smartwatches. Neutral: This is a single equipment shipment and R&D milestone with no immediate, quantifiable impact on component supply, demand, or pricing.
micro-LEDALD equipmentOxford InstrumentsSemiconductor TodayTechnical

Tue, Jan 23

23:58Impact score 20
SemiQ debuting QSiC 1200V MOSFET modules at APEC
SemiQ Inc is launching a new portfolio of 1200V SiC MOSFET modules at APEC 2024, designed for high-density, high-efficiency power applications. The launch represents a competitive expansion in the SiC power module market but does not indicate a change in supply or demand dynamics. Neutral: This is a standard product introduction with no immediate impact on component pricing or availability.
SiC MOSFETSemiQ IncSemiconductor TodayProduct Launch
21:36Impact score 45
Infineon and Wolfspeed expand and extend multi-year 150mm SiC wafer supply agreement
Infineon and Wolfspeed have expanded and extended their multi-year 150mm silicon carbide (SiC) wafer supply agreement, which includes a capacity reservation. This secures long-term supply for Infineon amid growing demand from automotive, solar, EV, and energy storage applications. Neutral: This locks in supply for a major buyer but does not immediately alter the overall market's supply-demand balance or price trajectory.
SiC WafersInfineon Technologies AG, Wolfspeed IncSemiconductor TodayPartnership/M&A

Mon, Jan 22

18:10Impact score 8
VCSELence Torino inaugurated as VCSEL center of excellence in Italy
VCSELence Torino was inaugurated as a VCSEL center of excellence in Italy, focusing on research for high-speed optical data transmission and sensing. The center aims to push VCSEL application limits through modeling and in-house experiments. Neutral: This is a long-term R&D initiative with no immediate impact on VCSEL supply, demand, or pricing for traders.
VCSELSemiconductor TodayTechnical

Thu, Jan 18

22:52Impact score 25
Transphorm launches two 4-lead TO-247 GaN FETs for high-power server, renewable, industrial power conversion
Transphorm has launched two new 650V SuperGaN FETs in a 4-lead TO-247 package, targeting high-power server, renewable, and industrial power conversion applications. The launch expands the company's product portfolio for high-voltage power conversion. Neutral: This is a standard product introduction with no immediate impact on supply, demand, or pricing for existing components.
GaN FETsPower TransistorsTransphorm IncSemiconductor TodayProduct Launch
17:37Impact score 10
Enablence and Polar partner to develop and manufacture optical transceiver chips
Enablence Technologies and Polar Semiconductor announced a strategic partnership to develop and manufacture optical semiconductors for transceivers. The collaboration aims to leverage Enablence's component design with Polar's analog/power foundry capabilities. Neutral: This long-term R&D partnership has no immediate impact on supply, demand, or pricing for traded components.
Optical Transceiver ChipsEnablence Technologies Inc, Polar SemiconductorSemiconductor TodayPartnership/M&A

Wed, Jan 17

19:34Impact score 15
Tower collaborates with Renesas to manufacture SiGe-based beam-forming ICs
Tower Semiconductor announced a collaboration with Renesas to manufacture SiGe-based beam-forming ICs using Tower's SiGe BiCMOS process. Renesas' beam-forming products have secured design wins in 5G, satellite communications, and aerospace & defense markets. Neutral: This is a long-term technology partnership with no immediate impact on component supply, pricing, or inventory for traders.
SiGe BiCMOSBeam-forming ICsTower Semiconductor Ltd., Renesas Electronics CorporationSemiconductor TodayTechnical

Mon, Jan 15

18:16Impact score 8
Mojo Vision integrates RGB micro-LED sub-pixels into single panel
Mojo Vision has demonstrated a proof-of-concept integrating 1.3μm RGB micro-LED sub-pixels, including red/green QD-based and native blue, onto a single panel. This is an R&D milestone aimed at enabling high-performance micro-LED displays for future AR applications. Neutral: This is a long-term technology development with no immediate impact on component supply, pricing, or trader decisions.
micro-LEDQuantum DotsMojo VisionSemiconductor TodayTechnical

Wed, Jan 10

19:21Impact score 15
Luminus to bring Sanan’s SiC and GaN power semiconductors to Americas market
Sanan Semiconductor has appointed its sister company Luminus Devices as the exclusive sales channel for its SiC and GaN power semiconductors in the Americas. This move establishes a formal distribution channel for Sanan's wide-bandgap products in a key market. Neutral: This is a channel alignment within a corporate group, unlikely to immediately alter supply/demand dynamics or pricing for SiC/GaN components.
SiC MOSFETGaN HEMTSanan Semiconductor Co Ltd, Luminus Devices IncSemiconductor TodayPartnership/M&A

Fri, Jan 5

17:07Impact score 45
X-FAB acquires M-MOS from Xtrion for €22.5m
X-FAB Silicon Foundries plans to acquire M-MOS Semiconductor from Xtrion NV for €22.5 million. This acquisition consolidates specialty foundry capacity, particularly in analog/mixed-signal and MEMS technologies. Watch: The deal could marginally tighten supply in niche foundry segments, but its direct price impact is limited and uncertain.
Analog/Mixed-Signal ICsMEMSX-FAB Silicon Foundries SE, M-MOS Semiconductor Hong Kong LtdSemiconductor TodayPartnership/M&A

Wed, Jan 3

21:01Impact score 5
South Korea’s Key Foundry changes name to SK keyfoundry
South Korean specialty foundry Key Foundry has officially changed its name to SK keyfoundry following shareholder approval. The company provides 8-inch wafer analog and mixed-signal foundry services for consumer, communications, and automotive applications. Neutral: This corporate rebranding under the SK Group umbrella has no immediate impact on production capacity, pricing, or supply dynamics for traders.
Analog/Mixed-Signal ICsSK keyfoundrySemiconductor TodayPartnership/M&A

Sat, Dec 23

00:45Impact score 45
ST supplying silicon carbide MOSFETs to Li Auto
STMicroelectronics has signed a long-term supply agreement to provide its silicon carbide MOSFETs to Chinese EV maker Li Auto. This deal supports Li Auto's strategy for high-voltage battery electric vehicles across multiple segments. Bullish: This secures a major, predictable demand stream for ST's SiC products, tightening supply for other buyers and supporting price stability or increases in the SiC power device market.
Silicon Carbide MOSFETSTMicroelectronicsSemiconductor TodayPartnership/M&A

Fri, Dec 15

23:47Impact score 8
A*STAR and centrotherm partner on 200mm silicon carbide technology
A*STAR's IME and centrotherm have partnered to integrate the latter's diffusion and annealing tools into IME's 200mm SiC R&D pilot line in Singapore. This collaboration aims to advance process technology for SiC power devices. The announcement is a long-term R&D milestone with no immediate impact on SiC wafer or device supply, pricing, or trader inventory decisions.
Silicon Carbide (SiC) Waferscentrotherm International AGSemiconductor 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

Wed, Jan 31

JEDEC publishes guidelines for reverse-bias reliability evaluation of GaN power conversion devices

Luminus launches its first laser products

Tue, Jan 30

Compound semiconductor substrate market growing at 17% CAGR to $3.3bn in 2029

Silvaco joins GaN Valley ecosystem

Fri, Jan 26

Guerrilla RF adds two ¼W linear PAs and two LNAs, targeting cellular compensators for automotive market

Thu, Jan 25

Infineon providing 1200V CoolSiC MOSFET devices for Sinexcel’s energy storage systems

Phlux unveils Noiseless InGaAs APDs as first products

Wed, Jan 24

Oxford Instruments supplies ALD system to UK micro-LED maker

Tue, Jan 23

SemiQ debuting QSiC 1200V MOSFET modules at APEC

Infineon and Wolfspeed expand and extend multi-year 150mm SiC wafer supply agreement

Mon, Jan 22

VCSELence Torino inaugurated as VCSEL center of excellence in Italy

Thu, Jan 18

Transphorm launches two 4-lead TO-247 GaN FETs for high-power server, renewable, industrial power conversion

Enablence and Polar partner to develop and manufacture optical transceiver chips

Wed, Jan 17

Tower collaborates with Renesas to manufacture SiGe-based beam-forming ICs

Mon, Jan 15

Mojo Vision integrates RGB micro-LED sub-pixels into single panel

Wed, Jan 10

Luminus to bring Sanan’s SiC and GaN power semiconductors to Americas market

Fri, Jan 5

X-FAB acquires M-MOS from Xtrion for €22.5m

Wed, Jan 3

South Korea’s Key Foundry changes name to SK keyfoundry

Sat, Dec 23

ST supplying silicon carbide MOSFETs to Li Auto

Fri, Dec 15

A*STAR and centrotherm partner on 200mm silicon carbide technology

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