NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, May 10

00:17Impact score 20
ROHM begins mass production of 650V GaN HEMTs
ROHM has commenced mass production of its 650V GaN HEMTs, part numbers GNP1070TC-Z and GNP1150TCA-Z, targeting industrial and consumer power supply applications. This launch expands the commercial availability of GaN power devices, a technology competing with silicon-based MOSFETs and IGBTs. Neutral: This is a standard product launch that adds supply to a growing but still niche market segment, unlikely to cause immediate price shifts for established power components.
GaN HEMTPower SemiconductorsROHM Co LtdSemiconductor TodayProduct Launch

Tue, May 9

17:38Impact score 20
onsemi 1200V EliteSiC M3S devices enhance efficiency of EV and energy infrastructure applications
onsemi has launched its latest generation of 1200V EliteSiC M3S MOSFETs and modules, targeting higher switching speeds for 800V EV on-board chargers and energy infrastructure. This is a routine product refresh within the competitive SiC power semiconductor market, aimed at capturing share in high-growth EV and energy sectors. Neutral: This launch does not indicate a change in supply, demand, or pricing for existing components; it represents standard competitive product evolution.
SiC MOSFETSiC Power ModuleonsemiSemiconductor TodayProduct Launch

Fri, May 5

23:23Impact score 15
Infineon launches CoolGaN 600V GIT HEMT portfolio
Infineon has launched its full portfolio of 600V CoolGaN GIT HEMT devices to the broader market, following the integration of its HD-GIT technology into in-house manufacturing. This move expands the commercial availability of Infineon's GaN power transistor offerings. Neutral: This is a standard product portfolio expansion with no immediate indication of supply constraints or demand shifts that would impact trading prices.
GaN HEMT600V Power TransistorsInfineon Technologies AGSemiconductor TodayProduct Launch

Thu, May 4

20:08Impact score 65
Wolfspeed’s revenue growth constrained by 200mm SiC material capacity ramp
Wolfspeed reported Q3 FY23 revenue of $228.7M, up 22% YoY, but highlighted that its revenue growth is being constrained by the ramp of its 200mm SiC material capacity. The company is in a critical expansion phase for its Mohawk Valley fab, indicating current supply cannot meet demand. Bullish: The ongoing capacity constraint for a key bottleneck material suggests sustained supply tightness and potential for price support in the SiC market.
SiC SubstratesSiC Power DevicesWolfspeed IncSemiconductor TodayCapacity Change

Wed, May 3

16:17Impact score 15
Cambridge GaN Devices presents at PCIM
Cambridge GaN Devices (CGD) is showcasing its next-generation ICeGaN HEMT family at the PCIM Europe 2023 event, signaling its transition from start-up to scale-up. The presentation focuses on ease-of-use and ruggedness claims for its GaN-on-silicon power transistors. Neutral: This is a standard product launch and technology demonstration with no immediate, quantifiable impact on supply, demand, or pricing for the broader power semiconductor market.
GaN HEMTPower TransistorsCambridge GaN Devices LtdSemiconductor TodayProduct Launch

Tue, May 2

20:24Impact score 20
Reference design uses new Analog Devices controller optimized to drive EPC GaN FETs
EPC and Analog Devices have launched the EPC9158 reference design, a 500kHz dual-output buck converter delivering 50A total from 48-54V input to 12V output. This showcases a new Analog Devices controller optimized for driving EPC's eGaN FETs. Neutral: This is a technical development promoting GaN adoption but does not indicate immediate supply, demand, or price shifts for traders.
GaN FETsPower Management ICsEfficient Power Conversion Corp (EPC), Analog DevicesSemiconductor TodayProduct Launch

Mon, May 1

17:15Impact score 58
Hamamatsu Photonics constructing new building at Miyakoda factory to boost laser production
Hamamatsu Photonics is investing approximately 4 billion yen to construct a new building at its Miyakoda factory, specifically aimed at increasing production capacity for laser devices. This expansion is driven by growing demand in fields such as semiconductor manufacturing and biotechnology. Bearish: The increased supply capacity for key laser components could alleviate potential supply constraints and exert downward pressure on future prices.
Laser DiodesOptical SensorsPhotodiodesHamamatsu Photonics K.K.Semiconductor TodayCapacity Change

Fri, Apr 28

17:51Impact score 10
Compound semiconductor market growing at 6.1% CAGR to $61.911m by 2030
A market report forecasts the compound semiconductor sector to grow from $38.6bn in 2022 to $61.9bn by 2030, at a 6.1% CAGR, driven by demand for SiC in power electronics. This is a broad, long-term market projection without specific supply chain events. Neutral: This provides background on a growth trend but lacks the immediate, actionable data on supply, demand, or pricing that drives trading decisions.
Silicon Carbide (SiC) DevicesPower ElectronicsSemiconductor TodayMarket Analysis
17:22Impact score 15
Transphorm introduces six SuperGaN D-mode FETs pin-to-pin compatible with E-mode devices
Transphorm announced six new SuperGaN depletion-mode FETs in standard PQFN packages, offering pin-to-pin compatibility with enhancement-mode devices. This launch expands options for power conversion designers seeking drop-in replacements or alternatives. Neutral: This is a standard product launch that increases design flexibility but does not indicate a shift in supply, demand, or pricing for GaN components.
GaN FETPower TransistorTransphorm IncSemiconductor TodayProduct Launch

Wed, Apr 26

17:50Impact score 45
onsemi and ZEEKR sign long-term supply agreement for silicon carbide power devices
onsemi has signed a long-term supply agreement (LTSA) to provide its EliteSiC power devices to ZEEKR, the premium EV brand of Geely. This secures a high-volume demand channel for onsemi's SiC products in the competitive Chinese EV market. Bullish: This LTSA locks in future demand for onsemi's SiC wafers/devices, potentially tightening supply for other buyers and supporting pricing power in the medium term.
SiC MOSFETSiC Power Deviceonsemi, ZEEKR (Geely Holding Group)Semiconductor TodayPartnership/M&A

Fri, Apr 21

17:02Impact score 15
ROHM producing SWIR devices in smallest size class for sensing applications in portable and wearable devices
ROHM has established mass-production technology for short-wavelength infrared (SWIR) devices in the industry's smallest 1608-size (1.6mm x 0.8mm). This miniaturization targets material detection applications in portable, wearable, and hearable devices. Neutral: This is a niche technology launch with no immediate, broad impact on semiconductor supply, demand, or pricing for mainstream components.
SWIR SensorROHMSemiconductor TodayProduct Launch

Mon, Apr 17

16:15Impact score 45
Multi-year deal signed for ST to supply silicon carbide devices to ZF
STMicroelectronics has signed a multi-year contract to supply 'double-digit millions' of silicon carbide devices to ZF Friedrichshafen for its new modular inverter architecture entering series production in 2025. This secures long-term, high-volume demand for ST's SiC products, leveraging its vertically integrated manufacturing. Bullish: This locks in significant future demand for ST's SiC capacity, reducing market availability and supporting pricing power for these components.
Silicon Carbide (SiC) MOSFETsAutomotive Power ModulesSTMicroelectronicsSemiconductor TodayPartnership/M&A

Tue, Apr 11

06:42Impact score 15
EPC adds 30mΩ 100V and 11mΩ 200V devices to rad-hard GaN family
EPC has launched two new radiation-hardened GaN FETs, the 200V/11mΩ EPC7020 and the 100V/30mΩ EPC7003, for engineering sampling. These products target niche, high-reliability applications like aerospace and defense. Neutral: This is a specialized product launch with no immediate, broad impact on commercial semiconductor supply, demand, or pricing.
Radiation-Hardened GaN FETsEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch

Thu, Apr 6

20:07Impact score 12
Wise-integration and Powernet team on digitally controlled, compact, energy-efficient GaN power supply systems
Wise-integration and Powernet have partnered to develop compact, digitally-controlled GaN power supply systems. This collaboration aims to advance power supply technology beyond current analog limitations. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN Power ICsDigital Power ControllersWise-integration, PowernetSemiconductor TodayTechnical

Fri, Mar 31

18:47Impact score 15
Luminus launches Gen 2 CCT tunable COB LEDs
Luminus Devices has expanded its portfolio with the launch of its second-generation CCT tunable chip-on-board (COB) LEDs. This is a routine product refresh aimed at the general illumination market, introducing new features but not signaling a change in production capacity or supply constraints. Neutral: The launch represents standard technological iteration with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
COB LEDsLuminus Devices IncSemiconductor TodayProduct Launch

Thu, Mar 30

16:39Impact score 10
NoMIS Power partners with Hyundai to evaluate and develop high-voltage power semiconductor device designs and packaging
NoMIS Power has entered a partnership with Hyundai Group to evaluate and develop novel high-voltage power semiconductor designs and packaging. This is a long-term R&D collaboration focused on future automotive applications, originating from the company's academic spin-off from SUNY Poly. Neutral: This is a forward-looking technical development with no immediate impact on current supply, demand, or pricing for power semiconductors.
Power SemiconductorsSiCGaNNoMIS PowerSemiconductor TodayTechnical

Wed, Mar 29

16:43Impact score 45
Wolfspeed’s Durham HQ hosts first stop on Biden’s ‘Invest in America’ tour
Wolfspeed hosted the first stop of President Biden's 'Invest in America' tour, highlighting U.S. government initiatives to boost domestic manufacturing and strengthen supply chains. The event signals continued political and financial support for the onshoring of critical semiconductor technologies like SiC and GaN.
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This policy tailwind supports long-term capacity expansion for U.S.-based SiC/GaN production, potentially altering future supply dynamics and competitive positioning.
Silicon Carbide (SiC)Gallium Nitride (GaN)Wolfspeed IncSemiconductor TodayPolicy/Regulation
16:28Impact score 10
Wolfspeed and NC A&T to establish joint silicon carbide R&D facility
Wolfspeed and North Carolina A&T State University announced plans to apply for CHIPS Act funding to establish a joint SiC R&D facility. The project aims to support the next generation of compound semiconductors and will be submitted for federal investment this fall. This is a long-term R&D initiative with no immediate impact on SiC supply, pricing, or trader inventory decisions.
Silicon Carbide (SiC)Wolfspeed IncSemiconductor TodayTechnical

Tue, Mar 28

21:47Impact score 45
SGL Carbon reaches long-term offtake agreement to supply graphite components to Wolfspeed
SGL Carbon has secured a long-term offtake agreement to supply graphite components to Wolfspeed for its US production. This supports Wolfspeed's capacity expansion to meet rising demand for silicon carbide (SiC) devices. Bullish: This locks in supply for a key SiC materials supplier, indicating strong and sustained demand in the SiC supply chain, which could tighten availability for other buyers.
Graphite ComponentsSilicon Carbide (SiC) SubstratesSGL Carbon, WolfspeedSemiconductor TodayPartnership/M&A

Mon, Mar 27

17:06Impact score 10
Ruggedness of CGD’s ICeGaN technology proven by Virginia Tech
Independent research from Virginia Tech has validated the ruggedness and reliability of Cambridge GaN Devices' ICeGaN technology compared to other GaN platforms. The findings were presented at an academic conference, representing a technical milestone for the fabless company. Neutral: This is a long-term R&D validation with no immediate impact on supply, demand, or pricing for GaN components.
GaN Power TransistorsCambridge GaN Devices LtdSemiconductor 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

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