NuAxi Stream - Real-Time Semiconductor Intelligence

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
20:11Impact score 20
SemiQ adds 5mΩ, 10mΩ and 20mΩ variants in half-bridge packages to QSiC range of 1200V MOSFET power modules
SemiQ Inc has expanded its QSiC power module portfolio with new 1200V SiC MOSFETs in 5mΩ, 10mΩ, and 20mΩ variants using industry-standard half-bridge packages. This is a routine product line extension within the competitive SiC power semiconductor market. Neutral: This launch adds to general market supply but does not indicate a material shift in supply, demand, or pricing dynamics for traders.
SiC MOSFETSiC Power ModuleSemiQ IncSemiconductor TodayProduct Launch
00:09Impact score 15
Aehr wins first order for FOX-NP wafer-level test & burn-in system for GaN
Aehr Test Systems received an initial order for its FOX-NP wafer-level test and burn-in system from a leading global supplier of GaN power devices for electric vehicles. This indicates growing adoption of Aehr's specialized test solutions for wide-bandgap semiconductors. Neutral: This is a company-specific development for a capital equipment supplier with no immediate, direct impact on component supply, pricing, or trader inventory decisions.
GaN Power DevicesAehr Test SystemsSemiconductor TodayTechnical

Thu, Dec 14

23:44Impact score 20
Luminus expands UV LED wavelength options into UVC range
Luminus Devices has expanded its UV LED portfolio with the launch of its Gen2 XBT-3535 series, offering multiple UVC wavelengths including 265nm, 275nm, and 285nm. This move increases the supplier options in the specialized UVC LED market, which is used for disinfection and sensing. Neutral: This is a standard product line expansion that adds to available supply but does not indicate a fundamental shift in supply-demand dynamics for the broader LED component market.
UV LEDUVC LEDLuminus Devices IncSemiconductor TodayProduct Launch

Wed, Dec 13

19:01Impact score 8
Imec demos GaN-on-Si MISHEMTs with performance suiting 5G-advanced base station and mobile device applications
Imec presented AlN/GaN MISHEMTs on 200mm silicon wafers at IEDM 2023, demonstrating high output power and energy efficiency at 28GHz. The research claims performance superior to other GaN MISHEMTs, with the silicon substrate offering a potential cost advantage for future manufacturing. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trading decisions.
GaN-on-Si RF Power TransistorsSemiconductor TodayTechnical

Tue, Dec 12

18:22Impact score 45
Riber receives order from Asia for two MBE 6000 production systems
Riber S.A. received a major order from an Asian industrial customer for two MBE 6000 multi-wafer production systems, scheduled for delivery in 2024. The systems will be used to produce HEMT epiwafers for mobile comms and antimony-based optoelectronic components. Watch: This signals future capacity expansion for specialized compound semiconductor components, potentially easing long-term supply constraints but with no immediate trading impact.
HEMT EpiwafersAntimony-based Optoelectronic ComponentsRiber S.A.Semiconductor TodayCapacity Change

Mon, Dec 11

23:33Impact score 15
Nexperia makes available GaN FETs in compact CCPAK SMD packaging for industrial and renewable energy applications
Nexperia has launched its gallium nitride (GaN) FET devices in a compact CCPAK surface-mount package, targeting industrial and renewable energy applications. This is a standard product launch announcement for a new packaging option for an existing technology. Neutral: This announcement does not indicate a change in supply, demand, or pricing for the broader GaN component market.
GaN FETNexperia B.V.Semiconductor TodayProduct Launch
20:07Impact score 10
Intel demos first 3D stacked CMOS transistors combined with backside power and direct backside contact
Intel demonstrated the first 3D stacked CMOS transistors integrated with backside power delivery and direct backside contacts at IEDM 2023. The company also showcased large-scale 3D monolithic integration of silicon and gallium nitride transistors on a 300mm wafer. This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trading decisions.
Logic (CMOS)GaN TransistorsIntel CorporationSemiconductor TodayTechnical
17:32Impact score 10
Status of the IP competition for vertical GaN power devices
KnowMade's latest IP report analyzes the patent landscape for vertical GaN power devices, highlighting their potential to overcome voltage and current limitations of lateral designs. This technology is positioned as promising for next-generation power applications. Neutral: This is a long-term R&D and IP analysis with no immediate impact on trading, pricing, or supply for current-generation components.
GaN Power DevicesSemiconductor TodayTechnical

Sat, Dec 9

00:19Impact score 65
Toshiba and ROHM collaborate on silicon and SiC power device and wafer manufacturing
ROHM and Toshiba Electronic Devices & Storage plan to collaborate on manufacturing and increased volume production of SiC and Si power devices, supported by METI. They will make intensive investments to enhance supply capabilities. Bearish: Capacity expansion plans typically alleviate shortages and may suppress spot prices.
SiC power devicesSilicon power devicesROHM Co Ltd, Toshiba Electronic Devices & Storage Corp (TDSC)Semiconductor TodayCapacity Change

Fri, Dec 8

23:24Impact score 15
Toshiba expands range of 3300V SiC MOSFET modules
Toshiba Electronic Devices & Storage Corporation has expanded its lineup with two new 3300V/800A SiC MOSFET modules, MG800FXF1ZMS3 and MG800FZF1JMS3, utilizing third-generation SiC chips for industrial equipment. This is a routine product portfolio expansion targeting high-voltage industrial applications. Neutral: This launch adds supply options in a niche high-power segment but does not indicate a material shift in overall market supply, demand, or pricing dynamics for SiC components.
SiC MOSFET ModuleToshiba Electronic Devices & Storage CorporationSemiconductor TodayProduct Launch

Thu, Dec 7

19:45Impact score 42
BluGlass acquires contract manufacturer GaNWorks Foundry for US$800,000
Australian GaN laser diode developer BluGlass has acquired its U.S.-based contract manufacturing partner GaNWorks Foundry for $800,000, paid mostly in new shares. This vertical integration aims to secure and potentially expand BluGlass's manufacturing capacity for its proprietary RPCVD-based GaN devices.
利多
The deal consolidates supply chain control for a niche GaN player, which could stabilize or improve its component availability, but the direct impact on broader GaN market pricing is limited due to the small scale.
GaN Laser DiodesGaN Power SemiconductorsBluGlass Ltd, GaNWorks Foundry IncSemiconductor TodayPartnership/M&A

Tue, Dec 5

06:50Impact score 15
ST extends MasterGaN performance with new 200W and 500W devices
STMicroelectronics has launched new MasterGaN1L and MasterGaN4L integrated GaN bridge devices targeting 200W and 500W power supply designs. This represents a next-generation product line extension aimed at simplifying design and meeting eco-design targets. Neutral: This is a standard product refresh with no immediate indication of supply constraints or direct pricing impact for traders.
GaN Power ICsSTMicroelectronicsSemiconductor TodayProduct Launch
00:15Impact score 45
Wolfspeed completes sale of RF business to MACOM for $75m cash plus $60.8m in stock
Wolfspeed has completed the sale of its RF business to MACOM for approximately $75 million in cash and $60.8 million in stock. This divestiture allows Wolfspeed to sharpen its strategic focus on the silicon carbide power device market. Watch: This M&A consolidates the RF semiconductor supply landscape but has no immediate direct impact on component pricing or supply.
RF SemiconductorsGaN-on-SiC RFWolfspeed Inc., MACOM Technology Solutions Holdings Inc.Semiconductor TodayPartnership/M&A
00:08Impact score 15
Luminus launches LUX 3030 and 2835 LEDs with KSF red phosphor technology
Luminus Devices launched its LUX 3030 and 2835 LED series featuring KSF narrow-band red phosphor technology, targeting high-performance general lighting applications. The launch represents a routine product refresh in the competitive general lighting LED market, with no immediate indication of supply constraints or significant demand shifts for upstream components. Neutral: This is a standard product announcement with no direct, quantifiable impact on trading dynamics for electronic components.
LEDLuminus Devices IncSemiconductor TodayProduct Launch

Mon, Dec 4

22:12Impact score 20
ams OSRAM launches multi-LED package that boosts heart rate and blood oxygen measurements for wearables
ams OSRAM launched a new multi-LED package offering over 40% higher radiant intensity for improved PPG accuracy in wearables. This is a next-generation product aimed at enhancing health monitoring features in devices like smartwatches. Neutral: This is a standard product refresh with no immediate, quantifiable impact on component supply, demand, or pricing.
Optical Sensor LEDsPPG Sensorsams OSRAM GmbHSemiconductor TodayProduct Launch

Thu, Nov 30

19:43Impact score 22
Nexperia launches discrete 1200 V devices as its first silicon carbide MOSFETs
Nexperia has launched its first silicon carbide MOSFETs, introducing two 1200V discrete devices in TO-247 packages with RDS(on) values of 40mΩ and 80mΩ. This marks the company's entry into the competitive SiC power device market, expanding its portfolio beyond traditional silicon-based discretes. Neutral: This product launch adds a new supplier to the SiC market but does not indicate an immediate shift in supply, demand, or pricing for existing components.
SiC MOSFETNexperiaSemiconductor TodayProduct Launch

Thu, Nov 23

17:36Impact score 5
MACOM announces passing of chairman John Ocampo
MACOM Technology Solutions announced the passing of its board chairman, John Ocampo. The company is a key supplier of RF, microwave, and photonic semiconductor components. Neutral: This leadership event has no immediate, direct impact on component supply, pricing, or trading dynamics.
Analog RFMicrowaveMillimeter-waveMACOM Technology Solutions Inc.Semiconductor Today

Wed, Nov 22

22:00Impact score 15
Arm Launches the Cortex-M52 For IoT; Its Smallest Processor with Helium
Arm launched the Cortex-M52, its smallest processor with Helium vector extensions, targeting cost-sensitive IoT endpoints. It offers a 25% smaller silicon area than the M55 and significant DSP/ML performance uplifts over the older M33, with first silicon expected next year. Neutral: This is a long-term IP roadmap update with no immediate impact on component supply, pricing, or production capacity for traders.
MCUIoT SoCArmWikiChip FuseProduct Launch

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

Sat, Dec 23

ST supplying silicon carbide MOSFETs to Li Auto

Fri, Dec 15

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

SemiQ adds 5mΩ, 10mΩ and 20mΩ variants in half-bridge packages to QSiC range of 1200V MOSFET power modules

Aehr wins first order for FOX-NP wafer-level test & burn-in system for GaN

Thu, Dec 14

Luminus expands UV LED wavelength options into UVC range

Wed, Dec 13

Imec demos GaN-on-Si MISHEMTs with performance suiting 5G-advanced base station and mobile device applications

Tue, Dec 12

Riber receives order from Asia for two MBE 6000 production systems

Mon, Dec 11

Nexperia makes available GaN FETs in compact CCPAK SMD packaging for industrial and renewable energy applications

Intel demos first 3D stacked CMOS transistors combined with backside power and direct backside contact

Status of the IP competition for vertical GaN power devices

Sat, Dec 9

Toshiba and ROHM collaborate on silicon and SiC power device and wafer manufacturing

Fri, Dec 8

Toshiba expands range of 3300V SiC MOSFET modules

Thu, Dec 7

BluGlass acquires contract manufacturer GaNWorks Foundry for US$800,000

Tue, Dec 5

ST extends MasterGaN performance with new 200W and 500W devices

Wolfspeed completes sale of RF business to MACOM for $75m cash plus $60.8m in stock

Luminus launches LUX 3030 and 2835 LEDs with KSF red phosphor technology

Mon, Dec 4

ams OSRAM launches multi-LED package that boosts heart rate and blood oxygen measurements for wearables

Thu, Nov 30

Nexperia launches discrete 1200 V devices as its first silicon carbide MOSFETs

Thu, Nov 23

MACOM announces passing of chairman John Ocampo

Wed, Nov 22

Arm Launches the Cortex-M52 For IoT; Its Smallest Processor with Helium

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