NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Jun 30

20:12Impact score 10
US Patent Office denies ST’s petition to invalidate Purdue SiC patent
The US Patent Trial and Appeal Board denied STMicroelectronics' petition to invalidate Purdue University's US patent 7,498,633 related to silicon carbide (SiC). This maintains the validity of a foundational SiC patent, which could influence the licensing landscape for SiC technology. Neutral: This is a legal milestone with no immediate, direct impact on SiC component supply, pricing, or production capacity.
Silicon Carbide (SiC)STMicroelectronicsSemiconductor TodayTechnical

01:44Impact score 20
ST-ONE power supply controller boosts energy efficiency in consumer electronics
STMicroelectronics launched the ST-ONE power supply controller chip, designed to improve energy efficiency in USB-PD 3.1 compliant adapters for consumer electronics like laptop chargers. The product announcement focuses on environmental benefits and does not provide data on production volume, pricing, or supply chain implications. Neutral: This is a standard product launch with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
Power Supply Controller ICAC-DC AdapterSTMicroelectronicsSemiconductor TodayProduct Launch

16:26Impact score 10
Silicon carbide patent analysis shows firms building vertically integrated supply chains
Yole Développement forecasts the SiC power device market to grow at a 34% CAGR, exceeding $6bn by 2027, driven by EV adoption. Major players like STMicroelectronics, Infineon, and Wolfspeed are building vertically integrated supply chains to secure material and meet demand. Neutral: This is a long-term market trend analysis with no immediate, specific trading catalyst for price action.
SiC Power DevicesSTMicroelectronics, Infineon and 7 totalSemiconductor TodayMarket Analysis

15:58Impact score 10
ST and MACOM RF GaN-on-Si prototypes achieve technology and performance milestones
STMicroelectronics and MACOM have announced the production of RF GaN-on-Si prototypes, achieving unspecified technology and performance milestones. This represents progress in their joint development agreement for this technology, which targets applications like cellular infrastructure. Neutral: This is an R&D milestone with no immediate impact on production capacity, supply, or pricing for existing RF components.
RF GaN-on-SiSTMicroelectronics, MACOM Technology Solutions Inc.Semiconductor TodayTechnical

02:03Impact score 15
ST cooperating with Semikron to integrate SiC power technology in EV drives
STMicroelectronics is supplying its silicon carbide (SiC) technology to Semikron for integration into Semikron's eMPack power modules for electric vehicles. This collaboration aims to leverage ST's SiC manufacturing scale with Semikron's power module expertise for the EV market. Neutral: This is a long-term technology partnership with no immediate impact on component supply, pricing, or availability for traders.
SiC MOSFETEV Power ModuleSTMicroelectronics, SemikronSemiconductor TodayPartnership/M&A

16:18Impact score 15
ST’s 50W GaN converter enables high-efficiency power designs in consumer and industrial applications
STMicroelectronics launched its VIPerGaN50, a 50W integrated GaN power converter for consumer and industrial applications. The product aims to improve energy efficiency and enable smaller power supply designs. Neutral: This is a standard product launch with no immediate, quantifiable impact on supply, demand, or pricing for the broader semiconductor market.
GaN Power TransistorPower ICSTMicroelectronicsSemiconductor TodayProduct Launch

17:42Impact score 8
IRPS ‘best paper’ award for ST/CNR-IMM work on silicon carbide power devices
A joint team from STMicroelectronics and CNR-IMM won the 2021 IRPS 'best paper' award for research correlating epitaxial defects with breakdown in 4H-SiC MOSFETs. The work identifies specific defect types that impact device reliability and yield. Neutral: This is a long-term R&D milestone with no immediate impact on supply, pricing, or trading decisions for SiC components.
SiC MOSFETSTMicroelectronicsSemiconductor TodayTechnical