NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Jul 13

20:36Impact score 20
Toshiba launches SiC 650V Schottky barrier diodes with forward voltage of 1.2V
Toshiba Electronic Devices & Storage Corporation has launched twelve 650V third-generation SiC Schottky barrier diodes, now shipping in volume for industrial applications. The new devices feature a forward voltage of 1.2V and target efficiency-critical uses like EV chargers and PV inverters. Neutral: This is a standard product launch expanding the SiC portfolio; it does not indicate a supply shock or immediate demand shift for existing components.
SiC Schottky Barrier DiodesToshiba Electronic Devices & Storage CorporationSemiconductor TodayProduct Launch

Fri, Jul 7

16:58Impact score 45
North American GaN device makers confirm continuity of gallium sourcing despite China’s export restrictions
North American GaN device manufacturers have issued statements affirming continuity of gallium supply following China's export restrictions on gallium and germanium. This addresses a key supply chain risk for a critical raw material used in GaN power semiconductors. Watch: The market impact depends on the effectiveness of alternative sourcing and potential long-term price pressure on gallium.
GaN Power DevicesSemiconductor TodayPolicy/Regulation

Thu, Jul 6

16:48Impact score 45
Renesas and Wolfspeed sign 10-year silicon carbide wafer supply agreement
Renesas has secured a 10-year supply of silicon carbide wafers from Wolfspeed with a $2 billion deposit, aiming to scale SiC power semiconductor production from 2025. This long-term agreement mitigates Renesas's supply risk for a critical material facing industry-wide constraints. Watch: The deal locks in future supply for Renesas but does not immediately alter near-term market availability or pricing for SiC components.
Silicon Carbide WafersSiC Power SemiconductorsRenesas Electronics Corp, Wolfspeed IncSemiconductor TodayPartnership/M&A

Wed, Jul 5

17:20Impact score 10
NexGen and General Motors to receive DoE funding for GaN-based electric drive systems
NexGen Power Systems and General Motors have been awarded US Department of Energy funding to develop electric drive systems using NexGen's Vertical GaN technology. The project focuses on power electronics design, motor integration, and thermal management for improved EV efficiency. Neutral: This is a long-term R&D milestone with no immediate impact on semiconductor supply, demand, or pricing for traders.
GaN Power SemiconductorsElectric Drive SystemsNexGen Power Systems IncSemiconductor TodayTechnical

Thu, Jun 29

01:36Impact score 15
Kulicke & Soffa launches high-power-interconnect capabilities for power devices
Kulicke & Soffa has launched new assembly systems and capabilities targeting high-volume power semiconductor applications. This move aims to address the growing demand for advanced packaging in power devices driven by electric vehicles and renewable energy. Neutral: This is a capital equipment announcement with no immediate, direct impact on component supply, pricing, or trader inventory decisions.
Power SemiconductorsKulicke & Soffa Industries IncSemiconductor TodayProduct Launch

Mon, Jun 26

22:56Impact score 40
Wolfspeed raises $1.25bn via Apollo Credit, plus $750m accordion feature
Wolfspeed announced a $1.25 billion secured note financing from Apollo, with an accordion feature for an additional $750 million. This move aims to support the company's operations and production of SiC and GaN devices. Watch, as this alleviates liquidity concerns but the SiC market remains oversupplied.
SiCGaNWolfspeedSemiconductor TodayFinancial/Earnings
22:49Impact score 15
ams OSRAM launches new generation of blue and green lasers with higher beam quality and tighter tolerances
ams OSRAM has launched a new generation of blue and green laser diodes featuring improved beam quality and tighter tolerances, enabling smaller power supplies and more efficient fiber coupling for leveling and scanning applications. This is a standard product refresh cycle aimed at maintaining competitiveness in the laser module market. Neutral: The announcement is a routine technology update with no immediate, quantifiable impact on supply, demand, or pricing for the broader semiconductor trading market.
Blue Laser DiodeGreen Laser Diodeams OSRAM GmbHSemiconductor TodayProduct Launch

Tue, Jun 20

23:48Impact score 8
CGD’s CTO Florin Udrea inducted into IEEE ISPSD Hall of Fame
Cambridge GaN Devices' CTO Florin Udrea was inducted into the IEEE ISPSD Hall of Fame for his contributions to power semiconductor technology. This is a personal accolade recognizing long-term R&D influence within the academic and engineering community. Neutral: The award has no direct, immediate impact on GaN component supply, pricing, or trading dynamics.
GaN Power TransistorsCambridge GaN Devices LtdSemiconductor TodayTechnical
23:32Impact score 15
CGD signs global distribution deal with DigiKey
Cambridge GaN Devices (CGD) has signed a global distribution agreement with DigiKey, which will hold substantial stocks of CGD's ICeGaN HEMT products. This expands the sales channel for CGD's gallium nitride power semiconductors, which are used in energy-efficient power conversion applications. Neutral: This is a standard channel expansion with no immediate, quantifiable impact on supply, demand, or pricing for traders.
GaN HEMTPower TransistorsCambridge GaN Devices LtdSemiconductor TodayPartnership/M&A

Mon, Jun 19

15:40Impact score 15
Guerrilla RF samples new LNA with selectable gain for 5G mMIMO applications
Guerrilla RF is sampling the GRF2176, a new LNA with selectable gain and patented bypass technology for 5G mMIMO applications. This is a standard product launch targeting the infrastructure market, not a supply chain event. Neutral: This is a routine product introduction with no immediate, quantifiable impact on component supply, demand, or pricing.
LNARF AmplifierGuerrilla RF IncSemiconductor TodayProduct Launch
15:30Impact score 8
SK Powertech adopts Silvaco’s Victory TCAD solution for SiC power device development
SK Powertech has adopted Silvaco's Victory TCAD software to accelerate its silicon carbide (SiC) power device R&D. This is a long-term R&D tooling decision aimed at improving device design and performance. Neutral: This announcement has no immediate impact on SiC wafer or device supply, pricing, or trader positioning.
SiC Power DevicesSK PowertechSemiconductor TodayTechnical

Thu, Jun 15

22:50Impact score 10
X-FAB leads EU-funded photonixFAB project to industrialize European silicon photonics value chain
X-FAB is leading the EU-funded photonixFAB project to industrialize European silicon photonics manufacturing, focusing on SiN and SOI platforms with heterogeneous integration capabilities. The initiative aims to provide SMEs and larger entities with low-barrier access to advanced photonics fabrication, strengthening European sovereignty in this emerging field. Neutral: This is a long-term R&D and infrastructure project with no immediate impact on component supply, pricing, or trader decisions.
Silicon PhotonicsSilicon Nitride (SiN) PhotonicsSilicon-on-Insulator (SOI) PhotonicsX-FAB Silicon Foundries SESemiconductor TodayTechnical

Tue, Jun 13

02:40Impact score 10
Sivers Photonics receives $1.3m order from US
Sivers Photonics, a subsidiary of Sivers Semiconductors, received a $1.3 million order from a US customer for photonic devices used in optical sensing applications. This is a qualification and supply order for a specific end-use application. Neutral: The order is small and specific to a niche technology, with no immediate, broad impact on supply, demand, or pricing for mainstream electronic components.
Photonic DevicesOptical Sensing ComponentsSivers Semiconductors ABSemiconductor Today

Mon, Jun 12

16:37Impact score 60
Aehr receives $13.7m follow-on orders from its lead silicon carbide test & burn-in customer
Aehr Test Systems received $13.7 million in follow-on orders for its WaferPak full-wafer Contactors from its lead SiC customer. The orders are to support the customer's increased production capacity for SiC power semiconductors targeting the electric vehicle market. Bullish: This signals sustained, high-volume demand for SiC devices, reinforcing the tight supply outlook for SiC wafers and related production equipment.
Silicon Carbide (SiC) Power SemiconductorsAehr Test SystemsSemiconductor TodayCapacity Change

Fri, Jun 9

20:32Impact score 25
Qorvo adds PA modules for 5G mMIMO wireless systems
Qorvo has expanded its 5G infrastructure portfolio with two new RF front-end modules, the QPB3810 GaN PAM and QPB9362 LNA module, targeting massive MIMO base stations. This is a standard product line extension aimed at accelerating mMIMO system adoption through a new reference design. Neutral: This is a routine product launch with no immediate, quantifiable impact on supply, demand, or pricing for existing components.
GaN Power Amplifier ModuleRF Front-End ModuleLNA ModuleQorvo IncSemiconductor TodayProduct Launch

Thu, Jun 8

23:21Impact score 20
Mitsubishi Electric develops SBD-embedded SiC-MOSFET with new structure for power modules
Mitsubishi Electric announced a new SBD-embedded SiC-MOSFET structure and began shipping samples of its 3.3kV full-SiC power module on May 31. The technology targets railway traction and DC power systems, aiming to improve energy efficiency and system downsizing. Neutral: This is a long-term R&D milestone with no immediate impact on supply, demand, or pricing of existing power semiconductor components.
SiC-MOSFETSiC Power ModuleMitsubishi Electric CorpSemiconductor TodayProduct Launch
19:31Impact score 15
MACOM giving live demonstrations of new products at IMS
MACOM is demonstrating a range of new RF, microwave, analog, and optical semiconductor products and foundry services at IMS 2023. This is a standard promotional activity at an industry trade show. Neutral: The announcement is a product showcase with no immediate data on production volume, pricing, or supply chain impact.
RFMicrowaveAnalogMACOM Technology Solutions Inc.Semiconductor TodayProduct Launch

Wed, Jun 7

22:45Impact score 58
ST and Sanan creating 200mm SiC device fab JV in China
STMicroelectronics and Sanan Optoelectronics have agreed to create a new 200mm silicon carbide device manufacturing joint venture in Chongqing, China. This move aims to secure a localized supply of SiC devices for the Chinese market, leveraging Sanan's existing SiC substrate production. Bearish: This JV represents a significant capacity addition, potentially easing long-term supply constraints and putting downward pressure on SiC device pricing.
SiC MOSFETSiC Power DeviceSTMicroelectronics, Sanan Optoelectronics Co LtdSemiconductor TodayCapacity Change

Tue, Jun 6

01:29Impact score 15
CML Micro changes focus to exhibit RF-to-mmWave semiconductor capability at IMS
CML Microsystems will showcase its expanded RF-to-mmWave semiconductor capabilities, centered on its GaAs- and GaN-based SµRF product range, at IMS 2023. This represents a technology roadmap update for the fabless designer, focusing on advanced wireless communications. Neutral: This is a promotional technology demonstration with no immediate impact on supply, demand, or pricing for traded components.
RF SemiconductorsGaAs MMICsGaN MMICsCML Microsystems PlcSemiconductor TodayProduct Launch

Mon, Jun 5

22:47Impact score 12
Nidec and Renesas collaborate on SiC and GaN for EV E-Axle systems
Nidec and Renesas have announced a collaboration to develop semiconductor solutions for next-generation E-Axle systems for EVs. This partnership focuses on integrating SiC and GaN power devices into more compact and efficient motor drive units. Neutral: This is a long-term R&D announcement with no immediate impact on component supply, pricing, or trader inventory decisions.
SiC Power DevicesGaN Power DevicesE-Axle SystemsNidec Corp, Renesas Electronics CorpSemiconductor 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, Jul 13

Toshiba launches SiC 650V Schottky barrier diodes with forward voltage of 1.2V

Fri, Jul 7

North American GaN device makers confirm continuity of gallium sourcing despite China’s export restrictions

Thu, Jul 6

Renesas and Wolfspeed sign 10-year silicon carbide wafer supply agreement

Wed, Jul 5

NexGen and General Motors to receive DoE funding for GaN-based electric drive systems

Thu, Jun 29

Kulicke & Soffa launches high-power-interconnect capabilities for power devices

Mon, Jun 26

Wolfspeed raises $1.25bn via Apollo Credit, plus $750m accordion feature

ams OSRAM launches new generation of blue and green lasers with higher beam quality and tighter tolerances

Tue, Jun 20

CGD’s CTO Florin Udrea inducted into IEEE ISPSD Hall of Fame

CGD signs global distribution deal with DigiKey

Mon, Jun 19

Guerrilla RF samples new LNA with selectable gain for 5G mMIMO applications

SK Powertech adopts Silvaco’s Victory TCAD solution for SiC power device development

Thu, Jun 15

X-FAB leads EU-funded photonixFAB project to industrialize European silicon photonics value chain

Tue, Jun 13

Sivers Photonics receives $1.3m order from US

Mon, Jun 12

Aehr receives $13.7m follow-on orders from its lead silicon carbide test & burn-in customer

Fri, Jun 9

Qorvo adds PA modules for 5G mMIMO wireless systems

Thu, Jun 8

Mitsubishi Electric develops SBD-embedded SiC-MOSFET with new structure for power modules

MACOM giving live demonstrations of new products at IMS

Wed, Jun 7

ST and Sanan creating 200mm SiC device fab JV in China

Tue, Jun 6

CML Micro changes focus to exhibit RF-to-mmWave semiconductor capability at IMS

Mon, Jun 5

Nidec and Renesas collaborate on SiC and GaN for EV E-Axle systems

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