NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Feb 2

00:19Impact score 10
Imec co-integrates SiN waveguide technology with active silicon photonics platform
Research center Imec announced the successful co-integration of its silicon nitride waveguide technology with its active silicon photonics platform, demonstrating no performance degradation in high-bandwidth devices. This is a technical R&D milestone presented at an academic conference, aimed at improving photonic integrated circuit performance. Neutral: This is a long-term research development with no immediate impact on component supply, pricing, or trader decisions.
硅光子芯片硅基光电子器件ImecSemiconductor TodayTechnical

Wed, Feb 1

22:38Impact score 45
Veeco acquires silicon carbide CVD system maker Epiluvac
Veeco Instruments has acquired Swedish SiC CVD equipment maker Epiluvac AB, aiming to combine Epiluvac's technology with its global sales network to drive long-term growth. This M&A activity consolidates the supply base for critical SiC manufacturing tools.
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This vertical integration could improve tool availability and accelerate SiC capacity expansion, indirectly impacting the supply-demand balance for SiC wafers and devices.
SiC Epitaxial WafersVeeco Instruments Inc, Epiluvac ABSemiconductor TodayPartnership/M&A

Tue, Jan 31

21:21Impact score 15
EPC launches 200V, 10mΩ GaN FET
EPC has launched the EPC2307, a 200V, 10mΩ GaN FET in a 3mm x 5mm QFN package. This is a routine product introduction expanding the company's portfolio of enhancement-mode GaN power devices. Neutral: This launch does not indicate a supply/demand shift for existing components and is unlikely to impact spot market prices.
GaN FETPower TransistorsEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch
16:51Impact score 15
BluGlass launches suite of 405nm, 420nm and 450nm single- and multi-mode lasers
BluGlass Ltd launched its first suite of GaN laser products for customer purchase, spanning 405nm, 420nm, and 450nm wavelengths in single- and multi-mode configurations. The launch showcases the company's proprietary RPCVD technology at a major industry event. Neutral: This is a new product entry from a niche player and does not indicate a material shift in supply, demand, or pricing for established laser diode markets.
GaN Laser Diodes405nm Laser420nm LaserBluGlass LtdSemiconductor TodayProduct Launch

Mon, Jan 30

17:41Impact score 10
New customer selects Aehr’s FOX system for wafer-level test and burn-in of SiC devices for EVs
Aehr Test Systems announced a new customer has selected its FOX-P system for wafer-level test and burn-in of silicon carbide devices destined for electric vehicles. This indicates continued investment in SiC manufacturing capacity to meet growing EV demand. Neutral: This is a background equipment order with no immediate, direct impact on component supply, pricing, or inventory levels for traders.
SiC Power DevicesAehr Test SystemsSemiconductor TodayTechnical

Fri, Jan 27

02:37Impact score 58
Wolfspeed and ZF to build SiC device fab in Germany, says Handelsblatt
Wolfspeed and ZF plan to build a multi-billion-euro SiC power device fab and research center in Germany, targeting the EV market. This represents a significant capacity expansion in the SiC supply chain, backed by a major automotive supplier. Bearish: This long-term capacity addition, while not immediate, signals increased future supply for SiC power semiconductors, potentially easing future pricing pressure.
SiC Power DevicesWolfspeed Inc, ZF Friedrichshafen AGSemiconductor TodayCapacity Change

Thu, Jan 26

17:14Impact score 5
Wolfspeed appoints Stacy Smith to board
Wolfspeed has appointed former Intel executive Stacy Smith to its board of directors, effective January 23. The appointment adds financial and operational experience to the board of the SiC/GaN materials and device manufacturer. Neutral: This governance change has no direct, immediate impact on component supply, pricing, or trading dynamics.
SiC WafersSiC Power DevicesGaN RF DevicesWolfspeedSemiconductor Today

Tue, Jan 24

21:57Impact score 10
Oxford Instruments receives tier-1 orders for InP high-volume manufacturing equipment
Oxford Instruments has received tier-1 orders for its indium phosphide (InP) high-volume manufacturing equipment. This demand is driven by growth in communications and sensor markets, with the industry also migrating to 6-inch wafers to improve die yield. Neutral: This is a long-term capacity enabler for future InP-based components (e.g., photonic ICs, RF devices) but has no immediate impact on current spot market pricing or supply.
InP WafersInP-based SemiconductorsOxford InstrumentsSemiconductor TodayTechnical

Fri, Jan 20

21:43Impact score 45
Navitas acquiring remaining stake in silicon control IC JV
Navitas Semiconductor will acquire the remaining minority stake in its silicon control IC joint venture from Halo Microelectronics for $20 million in stock. This move consolidates Navitas's control over its power IC ecosystem, integrating GaN/SiC power stages with silicon control ICs. Watch: This vertical integration could improve supply chain efficiency and product competitiveness, but the direct impact on market pricing is uncertain.
Power Management ICsSilicon Control ICsNavitas Semiconductor, Halo MicroelectronicsSemiconductor TodayPartnership/M&A

Wed, Jan 18

23:39Impact score 15
Luminus releases MP-7070 mid-power LEDs
Luminus Devices announced the immediate launch of its new MP-7070 family of high-efficacy mid-power LEDs. The product is designed for illumination markets, emphasizing performance and long-term reliability. Neutral: This is a standard product launch with no immediate indication of supply constraints or demand shifts that would impact trading decisions for existing LED components.
Mid-power LEDLuminus Devices IncSemiconductor TodayProduct Launch
17:40Impact score 8
Vector Photonics appoints factory applications engineer
Vector Photonics has hired a factory applications engineer to interface between its R&D team and global NEM customers, focusing on developing 800Gb/s interconnect solutions for hyperscale data centers. This move supports the commercialization of the firm's proprietary PCSEL technology. The news represents a long-term R&D milestone with no immediate impact on component supply, pricing, or trading decisions.
PCSELOptical InterconnectVector PhotonicsSemiconductor TodayTechnical

Tue, Jan 17

20:00Impact score 15
k-Space launches XRF thin-film metrology tool
k-Space Associates has launched the kSA XRF, an x-ray fluorescence tool for measuring ultra-thin films in semiconductor and optoelectronic manufacturing. This is a new product introduction in the specialized metrology equipment segment. Neutral: This is a niche tool launch unlikely to directly impact component supply, demand, or pricing in the near term.
Semiconductor Manufacturing Equipmentk-Space Associates IncSemiconductor TodayTechnical

Fri, Jan 13

00:26Impact score 25
Richtek and EPC collaborate to create small 140W fast-charging solution
EPC and Richtek have announced a joint reference design for a 140W bidirectional buck-boost fast-charging solution, converting 12V-24V input to 5V-20V output with up to 5A continuous current. This collaboration combines EPC's eGaN FETs with Richtek's controller ICs to target the high-power adapter market. Neutral: This is a technology showcase and reference design launch with no immediate, direct impact on component supply, demand, or pricing for traders.
GaN FETsPower Management ICsEfficient Power Conversion Corp (EPC), Richtek Technology CorpSemiconductor TodayProduct Launch

Wed, Jan 11

20:24Impact score 8
Wolfspeed appoints Elif Balkas as chief technology officer
Wolfspeed has promoted Elif Balkas to Chief Technology Officer, succeeding the late co-founder Dr. John Palmour. This internal leadership transition maintains the company's strategic focus on silicon carbide and gallium nitride technology development. Neutral: This is a personnel change with no immediate, direct impact on supply, demand, or pricing for Wolfspeed components.
SiC WafersGaN-on-SiC RFSiC Power DevicesWolfspeedSemiconductor TodayTechnical

Thu, Jan 5

00:47Impact score 15
Wolfspeed to supply silicon carbide devices for future Mercedes-Benz EV platforms
Wolfspeed has secured a supply agreement to provide silicon carbide power devices for future Mercedes-Benz electric vehicle platforms. This partnership reinforces the growing adoption of SiC technology in the premium automotive segment for improved powertrain efficiency. Neutral: While confirming long-term demand for Wolfspeed's SiC, this specific design win does not indicate an immediate supply constraint or price impact for the broader SiC market.
Silicon Carbide (SiC) Power DevicesWolfspeed IncSemiconductor TodayPartnership/M&A

Wed, Jan 4

17:13Impact score 15
Onsemi showcasing EliteSiC family of devices at CES
Onsemi is showcasing three new 1700V EliteSiC devices, including a MOSFET and two Schottky diodes, at CES 2023. The launch targets energy infrastructure and industrial drive applications, highlighting the company's ongoing expansion of its SiC portfolio. Neutral: This is a standard product announcement with no immediate, quantifiable impact on supply, demand, or pricing for traders.
SiC MOSFETSiC Schottky DiodeonsemiSemiconductor TodayProduct Launch

Tue, Dec 20

20:52Impact score 10
Ganvix and BluGlass to co-develop green GaN-based VCSELs
Early-stage startups Ganvix and BluGlass have entered a development agreement to co-develop green GaN-based VCSELs (515-525nm). The partnership aims to combine Ganvix's NP-GaN technology with BluGlass's low-temperature RPCVD manufacturing process. Neutral: This is a long-term R&D milestone with no immediate impact on supply, demand, or pricing for existing commercial components.
GaN VCSELLaser DiodeGanvix Inc, BluGlass LtdSemiconductor TodayTechnical

Fri, Dec 16

23:24Impact score 15
TI’s half-bridge GaN FET with integrated gate driver used in Chicony’s 65W laptop power adapter
Chicony Power has designed Texas Instruments' LMG2610 half-bridge GaN FET with integrated gate driver into its new 65W laptop power adapter, achieving a 50% size reduction and up to 94% efficiency. This represents a design win for TI's integrated GaN technology in the competitive laptop adapter market. Neutral: This is a specific product design win with no immediate, broad impact on GaN FET supply, demand, or pricing for traders.
GaN FETPower Adapter ICTexas Instruments IncSemiconductor TodayProduct Launch

Thu, Dec 15

21:45Impact score 15
Plasma-Therm receives follow-on Japan order for Heatpulse RTP system for automotive SiC MOSFET power devices
Plasma-Therm has received a follow-on order from a leading Japanese device maker for multiple units of its newly redesigned Heatpulse RTP systems. The equipment will be used to manufacture silicon carbide (SiC) MOSFET power devices for electric vehicles in Japan. Neutral: This is a specific equipment sale indicating continued investment in SiC capacity, but it does not signal an immediate change in component supply, demand, or pricing.
SiC MOSFETSiC Power DevicesPlasma-Therm LLCSemiconductor TodayProduct Launch

Wed, Dec 14

23:30Impact score 20
EPC shipping lowest on-resistance 150V and 200V GaN FETs on market
EPC has launched the EPC2305 (150V, 3mΩ) and EPC2304 (200V, 5mΩ) GaN FETs in a thermally enhanced QFN package, claiming them as the lowest on-resistance devices on the market for their voltage classes. This is a routine product launch aimed at improving performance in power conversion applications. Neutral: This announcement does not indicate a change in supply, demand, or pricing for existing components, representing a standard technology iteration.
GaN FETPower TransistorEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch

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