NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Sep 6

21:07Impact score 15
Aixtron launches G10-GaN MOCVD platform for power and RF devices
Aixtron SE launched its new G10-GaN MOCVD platform at SEMICON Taiwan 2023, targeting production of GaN-based power and RF devices. The tool is claimed to offer best-in-class performance and lowest cost per wafer, potentially improving the economics of GaN device manufacturing. Neutral: This is a long-term capacity enabler for GaN wafers, not a near-term supply/demand shock; traders should monitor for follow-on capacity announcements from foundries.
GaN-on-Si WafersGaN RF WafersAixtron SESemiconductor TodayProduct Launch
01:17Impact score 15
Shin-Etsu Chemical launches QST substrates for GaN power device growth
Shin-Etsu Chemical has commercially launched its QST (Qromis Substrate Technology) substrates for gallium nitride (GaN) power device growth. This is a composite material substrate licensed exclusively from Qromis Inc in 2019. Neutral: This is a new enabling material technology with no immediate, quantifiable impact on supply, demand, or pricing of existing electronic components.
GaN Power DevicesGaN-on-Si SubstratesShin-Etsu Chemical Co Ltd, Qromis IncSemiconductor TodayProduct Launch

Thu, Aug 31

22:46Impact score 15
ROHM launches power-stage ICs with built-in 650V GaN HEMTs and gate driver
ROHM has launched its BM3G0xxMUV-LB series of power-stage ICs integrating 650V GaN HEMTs and gate drivers, targeting industrial and consumer AC-DC power supplies. This is a product announcement showcasing ROHM's ongoing development in GaN technology. Neutral: This launch does not indicate a supply disruption or immediate demand shift for existing components, thus having no direct trading impact.
GaN Power ICsAC-DC Power Supply ICsPFC ICsROHM Co LtdSemiconductor TodayProduct Launch

Tue, Aug 29

23:54Impact score 15
Toshiba ships first 2200V dual SiC MOSFET module
Toshiba Electronic Devices & Storage Corp has begun volume shipments of what it claims is the industry's first 2200V dual silicon carbide (SiC) MOSFET module. The product targets industrial equipment applications, representing a technological milestone in high-voltage power semiconductors. Neutral: This is a standard product launch unlikely to immediately impact supply, demand, or pricing for mainstream SiC components in the near term.
SiC MOSFETToshiba Electronic Devices & Storage CorpSemiconductor TodayProduct Launch
16:52Impact score 15
EPCSpace adds rad-hard GaN devices in high-current G-Package
EPC Space has launched two new radiation-hardened GaN transistors featuring ultra-low on-resistance and high-current capability in small hermetic packages. The company claims these devices offer a lower-cost and more efficient alternative to comparable rad-hard silicon MOSFETs for high-power-density space applications. Neutral: This is a niche product launch for the aerospace/defense sector with no immediate, broad impact on commercial semiconductor supply, demand, or pricing.
Radiation-Hardened GaN TransistorsEPC Space LLCSemiconductor TodayProduct Launch

Tue, Aug 22

19:43Impact score 45
Wolfspeed selling RF business to MACOM for $125m
Wolfspeed has agreed to sell its RF semiconductor business to MACOM for approximately $125 million in a deal comprising $75 million cash and $50 million in MACOM stock. This divestment allows Wolfspeed to focus resources on its core silicon carbide power device business, while MACOM consolidates its position in the RF market. Watch: This strategic realignment could alter the competitive landscape and supply dynamics for RF components, particularly GaN-based RF devices, but the immediate price impact is uncertain.
RF SemiconductorsGaN RFWolfspeed Inc, MACOM Technology Solutions IncSemiconductor TodayPartnership/M&A

Mon, Aug 21

21:35Impact score 58
Wolfspeed’s margins fall further while 200mm SiC device fab ramp-up lags
Wolfspeed reported FY2023 revenue growth of 24% to $921.9M, driven by strength in materials and power devices. However, the company's margins continued to decline, and the ramp-up of its 200mm SiC device fab is proceeding slower than planned. Bearish: Persistent margin compression and fab ramp delays signal potential future supply constraints and cost pressures for SiC components, which could impact spot market pricing and availability.
SiC WafersSiC Power DevicesWolfspeed IncSemiconductor TodayFinancial/Earnings

Wed, Aug 16

23:23Impact score 10
German industrial customer orders automated Riber MBE 412 production system
Riber S.A. received a multi-million Euro order from a German industrial customer for an automated MBE 412 production system, scheduled for delivery in 2024. The system is designed for passivating facets of GaAs-based quantum dot lasers used in LiDAR and communications. Neutral: This is a single, forward-looking equipment order for a niche production tool, unlikely to cause immediate supply/demand shifts in the broader semiconductor trading market.
MBE SystemsGaAs WafersQuantum Dot LasersRiber S.A.Semiconductor TodayTechnical

Fri, Aug 11

17:00Impact score 58
Skyworks’ June-quarter revenue down 13% year-on-year due to ongoing inventory digestion for Android
Skyworks Solutions reported Q3 FY23 revenue of $1.07B, down 13% year-on-year and 7% sequentially. The decline is attributed to ongoing inventory digestion within the Android smartphone supply chain. Bearish: This signals continued weak end-demand and potential pricing pressure for analog/mixed-signal components as channel inventory remains elevated.
Analog SemiconductorsMixed-Signal SemiconductorsSkyworks Solutions IncSemiconductor TodayFinancial/Earnings

Thu, Aug 10

17:31Impact score 15
Micro-LED chip market to almost double to $27m in 2023, driven by large displays and wearables
TrendForce forecasts the micro-LED chip market will grow 92% YoY to $27 million in 2023, driven by mass production for large displays and wearables. The market is projected to reach $580 million by 2027, representing a CAGR of 136% from 2022. Neutral: This is a long-term market size projection with no immediate, specific impact on component pricing or supply.
Micro-LED ChipSemiconductor TodayMarket Analysis

Thu, Aug 3

00:02Impact score 5
Luminus’ CEO Dr Decai Sun retires
Luminus Devices announced CEO Dr. Decai Sun is retiring after 11 years, with executive VP Mark Pugh succeeding him. This is a routine management transition at a specialized LED and solid-state lighting component maker. Neutral: This internal leadership change has no direct, immediate impact on component supply, pricing, or trading dynamics.
LEDSolid-State LightingLuminus Devices IncSemiconductor Today

Wed, Jul 26

22:19Impact score 10
Axcelis ships Purion H200 SiC Power Series ion implanter to Wolfspeed
Axcelis Technologies has shipped a Purion H200 SiC ion implanter evaluation system to Wolfspeed for use in EV power device production. This is a routine equipment shipment supporting ongoing SiC capacity development. Neutral: This is a standard capital equipment transaction with no immediate impact on component supply, pricing, or trading dynamics.
SiC Power DevicesAxcelis Technologies Inc, Wolfspeed IncSemiconductor TodayTechnical

Thu, Jul 20

16:10Impact score 15
Qorvo participates in launch of US Cybersecurity Labeling Program for Consumer Technology
Qorvo participated in the launch of the US Cybersecurity Labeling Program for consumer IoT devices, an initiative stemming from a 2021 Executive Order. The program aims to establish voluntary security standards and labeling for connected devices. Neutral: This regulatory development creates a potential long-term compliance cost and design consideration for IoT chipmakers but has no immediate, direct impact on component supply, demand, or pricing.
IoT ChipsRF ComponentsQorvo IncSemiconductor TodayPolicy/Regulation
00:10Impact score 10
MACOM awarded $4m USAF contract to further develop GaN-on-SiC process technology
MACOM secured a $4 million multi-year contract from the U.S. Air Force Research Lab to advance its GaN-on-SiC semiconductor process technology. This funding supports R&D for defense and aerospace applications. Neutral: This is a long-term R&D milestone with no immediate impact on commercial supply, demand, or pricing for electronic components.
GaN-on-SiC RF SemiconductorsMACOM Technology Solutions IncSemiconductor TodayTechnical

Wed, Jul 19

22:12Impact score 15
Infineon adds 650V TOLL portfolio to CoolSiC MOSFET family
Infineon has expanded its CoolSiC MOSFET portfolio with the launch of 650V devices in TOLL packaging, targeting applications like server SMPS and telecom infrastructure. This move addresses the growing demand for energy-efficient power solutions driven by trends in digitalization and e-mobility. Neutral: This is a standard product line expansion with no immediate, quantifiable impact on supply, demand, or pricing for traders.
SiC MOSFETPower SemiconductorsInfineon Technologies AGSemiconductor TodayProduct Launch

Tue, Jul 18

23:52Impact score 10
NoMIS Power gains USAF award to develop SiC devices for aircraft electrical power systems
NoMIS Power secured a development award from the US Air Force Research Laboratory to create rugged silicon carbide power devices for aircraft electrical systems. This is an early-stage R&D project focused on future military aerospace applications. Neutral: This is a long-term development effort with no immediate impact on commercial SiC supply, demand, or pricing.
Silicon Carbide (SiC) Power DevicesNoMIS PowerSemiconductor TodayTechnical
23:13Impact score 25
BorgWarner to integrate onsemi’s EliteSiC 1200V and 750V power devices into VIPER power modules
onsemi and BorgWarner expanded their SiC collaboration to a lifetime value exceeding $1 billion, with BorgWarner integrating onsemi's EliteSiC 1200V and 750V devices into its VIPER power modules. This deepens a long-standing strategic relationship between the two companies in the automotive sector. Neutral: This confirms and extends an existing supply relationship, potentially supporting long-term demand for onsemi's SiC but does not indicate an immediate supply shock or price change.
SiC MOSFETSiC Power Moduleonsemi, BorgWarner IncSemiconductor TodayPartnership/M&A
17:56Impact score 15
EPC expands rad-hard GaN FET family with 62A- and 250A-rated 40V devices
EPC has launched two new radiation-hardened GaN FETs, the 250A EPC7001 and 62A EPC7002, both rated at 40V and available for engineering sampling. This expands the company's portfolio for niche aerospace and defense applications. The launch is unlikely to impact broader semiconductor supply, demand, or pricing in the near term.
Radiation-Hardened GaN FETsEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch
17:50Impact score 40
Wolfspeed’s supply chain not impacted by China’s export restrictions on gallium and germanium
Wolfspeed states its supply chain will not be impacted by China's export restrictions on gallium and germanium, effective August 1st. The company conducted an internal review of its supply chain for these materials used in SiC and GaN production. Neutral: This removes a potential supply risk for a major SiC/GaN producer, but does not indicate a broader market impact.
GalliumGermaniumSilicon Carbide (SiC)Wolfspeed IncSemiconductor TodayPolicy/Regulation

Thu, Jul 13

23:42Impact score 25
ST begins volume production of PowerGaN HEMTs
STMicroelectronics has commenced volume production of its e-mode PowerGaN HEMT devices for high-efficiency power conversion systems. This move aims to serve growing demand in applications like chargers, industrial power supplies, and automotive electrification. Neutral: The launch increases GaN component availability but does not indicate an immediate supply-demand imbalance for traders.
GaN HEMTPower TransistorsSTMicroelectronicsSemiconductor TodayProduct 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

Wed, Sep 6

Aixtron launches G10-GaN MOCVD platform for power and RF devices

Shin-Etsu Chemical launches QST substrates for GaN power device growth

Thu, Aug 31

ROHM launches power-stage ICs with built-in 650V GaN HEMTs and gate driver

Tue, Aug 29

Toshiba ships first 2200V dual SiC MOSFET module

EPCSpace adds rad-hard GaN devices in high-current G-Package

Tue, Aug 22

Wolfspeed selling RF business to MACOM for $125m

Mon, Aug 21

Wolfspeed’s margins fall further while 200mm SiC device fab ramp-up lags

Wed, Aug 16

German industrial customer orders automated Riber MBE 412 production system

Fri, Aug 11

Skyworks’ June-quarter revenue down 13% year-on-year due to ongoing inventory digestion for Android

Thu, Aug 10

Micro-LED chip market to almost double to $27m in 2023, driven by large displays and wearables

Thu, Aug 3

Luminus’ CEO Dr Decai Sun retires

Wed, Jul 26

Axcelis ships Purion H200 SiC Power Series ion implanter to Wolfspeed

Thu, Jul 20

Qorvo participates in launch of US Cybersecurity Labeling Program for Consumer Technology

MACOM awarded $4m USAF contract to further develop GaN-on-SiC process technology

Wed, Jul 19

Infineon adds 650V TOLL portfolio to CoolSiC MOSFET family

Tue, Jul 18

NoMIS Power gains USAF award to develop SiC devices for aircraft electrical power systems

BorgWarner to integrate onsemi’s EliteSiC 1200V and 750V power devices into VIPER power modules

EPC expands rad-hard GaN FET family with 62A- and 250A-rated 40V devices

Wolfspeed’s supply chain not impacted by China’s export restrictions on gallium and germanium

Thu, Jul 13

ST begins volume production of PowerGaN HEMTs

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