NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Dec 14

01:32Impact score 10
CGD and IFP Energies nouvelles sign automotive inverter development deal
Fabless GaN company Cambridge GaN Devices (CGD) has signed a development agreement with French research institute IFPEN to create an automotive inverter using GaN technology. This partnership aims to leverage GaN's efficiency for next-generation electric vehicle powertrains. Neutral: This is a long-term R&D milestone with no immediate impact on GaN device supply, pricing, or trader inventory decisions.
GaN Power DevicesAutomotive InvertersCambridge GaN Devices LtdSemiconductor TodayTechnical

Fri, Dec 9

21:15Impact score 12
Toshiba develops SiC MOSFET with check-pattern embedded Schottky barrier diodes
Toshiba Electronic Devices & Storage Corp announced an R&D milestone for a new SiC MOSFET design featuring check-pattern embedded Schottky barrier diodes, achieving an approximately 20% reduction in on-resistance. This development was presented at IEDM 2022 and represents a potential future improvement in device efficiency. Neutral: This is a long-term R&D announcement with no immediate impact on supply, demand, or pricing for trading.
SiC MOSFETToshiba Electronic Devices & Storage CorpSemiconductor TodayTechnical
19:56Impact score 15
Luminus releases Salud COB LEDs
Luminus Devices has expanded its human-centric lighting portfolio with the launch of its Salud COB LEDs, featuring high R9 values and CRI of 90 for WELL Building compliance. This is a new product introduction targeting the illumination market. Neutral: This is a niche product launch with no immediate, quantifiable impact on the broader LED component supply, demand, or pricing relevant to traders.
COB LEDsLuminus Devices IncSemiconductor TodayProduct Launch
17:30Impact score 8
Coherent partners with ETRI and KAIST on devices for Korean market
Coherent Corp has signed an MoU with South Korean research institutes ETRI and KAIST to collaborate on advanced electronic and photonic devices for the Korean market. The partnership focuses on R&D and technology development, not immediate commercial production or supply chain changes. Neutral: This is a long-term R&D initiative with no direct impact on current component pricing, supply, or trader decisions.
PhotonicsAdvanced Electronic DevicesCoherent CorpSemiconductor TodayTechnical

Thu, Dec 8

19:38Impact score 45
Smartphone production in Q3 down 11% year-on-year
Global smartphone production fell 11% YoY to 289M units in Q3 2022, breaking the typical seasonal growth pattern. Brands prioritized clearing channel inventory and cut production targets due to weak demand and economic headwinds. Bearish: This signals sustained weakness in end-demand for key smartphone semiconductors, pressuring prices for components like APs, CIS, and memory.
APCISPMICQualcomm, MediaTek and 6 totalSemiconductor TodayMarket Analysis
19:37Impact score 25
EPC launches 80V AEC-Q101-qualified GaN FETs for vehicle electronics and advanced autonomy
EPC has launched two new 80V AEC-Q101-qualified GaN FETs, the EPC2204A (6mΩ, 125A pulsed) and EPC2218A (3.2mΩ, 231A pulsed), targeting automotive 48V-12V conversion, infotainment, and LiDAR systems. This expands the available portfolio of off-the-shelf GaN power devices for automotive designers seeking higher efficiency and smaller form factors compared to silicon MOSFETs. Neutral: This is a standard product launch that expands options but does not indicate a supply/demand shift or pricing pressure for existing components.
GaN FETsAutomotive Power SemiconductorsEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch

Wed, Dec 7

03:04Impact score 8
Imec introduces framework to model GaN HEMT and InP HBT RF devices for 5G and 6G
Research institute imec presented a novel Monte Carlo Boltzmann modeling framework at IEDM 2022 for predicting 3D thermal transport in advanced GaN HEMT and InP HBT RF devices. This is a long-term R&D development aimed at improving the design of components for future 5G and 6G infrastructure. Neutral: This is a pure research milestone with no immediate impact on component supply, demand, or pricing for traders.
GaN HEMTInP HBTSemiconductor TodayTechnical

Tue, Dec 6

20:52Impact score 58
EPC to use VIS’ 8-inch GaN foundry from early 2023
EPC has entered a multi-year agreement to utilize VIS's 8-inch wafer fab for GaN-on-Si power devices, significantly increasing its manufacturing capacity starting early 2023. This move expands the available foundry capacity for GaN power semiconductors, a high-growth segment. Bearish: The increased supply from a new, larger-wafer source could alleviate potential supply constraints and exert downward pressure on GaN power component pricing in the medium term.
GaN-on-Si Power TransistorsGaN-on-Si ICsEfficient Power Conversion Corp (EPC), Vanguard International Semiconductor Corp (VIS)Semiconductor TodayCapacity Change

Mon, Dec 5

22:42Impact score 15
CML launches low-power 6–18GHz (C-, X-, Ku-band) gain blocks
CML Microcircuits has launched the CMX90G701 and CMX90G702 positive gain-slope amplifiers, covering the 6–18GHz (C-, X-, Ku-band) range for telecom applications. This is a routine product introduction by a specialized analog/mixed-signal semiconductor developer. Neutral: This announcement does not indicate any immediate shift in supply, demand, or pricing for existing RF components.
RF AmplifierGain BlockCML MicrocircuitsSemiconductor TodayProduct Launch

Fri, Dec 2

00:06Impact score 15
ROHM and BASiC partner on silicon carbide power devices for automotive applications
ROHM and China's BASiC Semiconductor have formed a strategic partnership focused on silicon carbide power devices for the automotive market. This collaboration aims to combine ROHM's SiC technology with BASiC's market position in China. Neutral: This is a long-term strategic alignment with no immediate impact on supply, demand, or pricing for existing SiC components.
SiC Power DevicesROHM Co Ltd, Shenzhen BASiC Semiconductor LtdSemiconductor TodayPartnership/M&A

Thu, Dec 1

22:03Impact score 10
ST to qualify Soitec’s silicon carbide substrate technology over next 18 months
STMicroelectronics plans to qualify Soitec's SmartSiC substrate technology over the next 18 months, targeting future adoption for its 200mm SiC manufacturing. This is a long-term R&D and supply chain partnership aimed at securing advanced substrate supply for ST's power device and module business. Neutral: This is a multi-year technical qualification with no immediate impact on current SiC wafer or device supply, pricing, or trader inventory decisions.
Silicon Carbide (SiC) SubstratesSTMicroelectronics, SoitecSemiconductor TodayTechnical

Thu, Nov 24

17:27Impact score 10
Scantinel raises €10m in Series A funding from PhotonDelta, Scania and ZEISS
Scantinel Photonics secured €10 million in Series A funding from PhotonDelta, Scania, and ZEISS to roll out its FMCW LiDAR devices. The funding supports the commercialization of a specific LiDAR technology for autonomous mobility and industrial applications. Neutral: This is a company-specific R&D funding event with no immediate, direct impact on semiconductor supply, demand, or pricing for traders.
LiDARFMCW LiDARScantinel Photonics GmbHSemiconductor TodayTechnical

Tue, Nov 22

22:17Impact score 15
Power Integrations launches InnoSwitch4-Pro family of ZVS flyback ICs
Power Integrations launched its InnoSwitch4-Pro family of ZVS flyback ICs at electronica 2022. The new chips integrate a GaN primary switch and operate at up to 140kHz, targeting smaller adapters for consumer electronics. Neutral: This is a routine product launch with no immediate, direct impact on supply, demand, or pricing for existing components in the trading market.
GaN Power ICsAC-DC Converter ICsPower IntegrationsSemiconductor TodayProduct Launch

Mon, Nov 21

23:20Impact score 45
Hunan Sanan secures $524m SiC chip order for NEV power systems
Sanan Optoelectronics subsidiary Hunan Sanan secured a $524 million letter of intent to supply SiC chips for a strategic automotive partner's new electric vehicle power systems over the coming years. This reflects the accelerating adoption of SiC in medium- and high-voltage EV platforms. Bullish: This major, long-term procurement agreement signals sustained, high-volume demand for SiC power devices, potentially tightening supply for other buyers and supporting price stability for the component.
SiC MOSFETSiC Power DeviceSanan Optoelectronics Co LtdSemiconductor TodayPartnership/M&A

Fri, Nov 18

19:46Impact score 55
Wolfspeed prices private offering of convertible senior notes to raise $1.525bn
Wolfspeed priced a private offering of convertible senior notes to raise $1.525 billion. This capital raise is primarily intended to fund the company's ongoing capacity expansion, including its new fab in North Carolina. Watch: The influx of capital supports future supply growth, but the dilutive nature of convertible notes introduces financial uncertainty for traders.
SiC WafersSiC Power DevicesGaN RF DevicesWolfspeed Inc.Semiconductor TodayFinancial/Earnings

Thu, Nov 17

19:03Impact score 15
EPC launches 80V, 4mΩ GaN FET in 1.5mm x 2.5mm footprint
EPC has launched the EPC2619, an 80V, 4mΩ GaN FET in a 1.5mm x 2.5mm package, representing a new generation with double the power density of its predecessors. This is a technology milestone aimed at high-density power conversion applications. Neutral: This is a standard product launch with no immediate, quantifiable impact on supply, demand, or pricing for the broader component trading market.
GaN FETEfficient Power Conversion Corp (EPC)Semiconductor TodayProduct Launch
02:06Impact score 45
BorgWarner investing $500m in Wolfspeed’s financing transaction
BorgWarner will invest $500 million in Wolfspeed's financing transaction as part of a strategic partnership, securing the right to purchase up to $650 million in SiC devices annually. This deal provides Wolfspeed with capital for capacity expansion and locks in a major automotive Tier 1 as a long-term customer. Watch: This signals strong, locked-in future demand for Wolfspeed's SiC wafers, but the price impact is indirect and long-term.
SiC MOSFETGaN RFWolfspeed IncSemiconductor TodayPartnership/M&A
01:49Impact score 58
Wolfspeed raising $1.3bn in private offering
Wolfspeed is raising $1.3 billion via a private offering of convertible senior notes due 2029, with an option for an additional $200 million. This capital raise is primarily intended to fund the company's significant capacity expansion plans, including its new fab in North Carolina. Bearish: This dilutive financing signals ongoing high capital intensity and potential future share overhang, which could pressure the stock and reflects the costly nature of the SiC capacity race.
SiC WafersSiC Power DevicesGaN RF DevicesWolfspeed Inc.Semiconductor TodayFinancial/Earnings
00:24Impact score 15
Luminus’ Gen5 die boosts UV-A LED power density by 75%
Luminus Devices has launched its SBT-10X-UV LED series, which utilizes a new Gen5 die architecture to achieve a 75% increase in UV-A LED power density. This is a product-level technology improvement aimed at illumination markets. Neutral: This is a specific product launch with no immediate, direct impact on broader LED supply, demand, or pricing dynamics relevant to traders.
UV-A LEDLuminus Devices IncSemiconductor TodayProduct Launch

Wed, Nov 16

21:00Impact score 10
Plasma-Therm’s Grenoble site made EMEA HQ focused on power, wireless, memory, sensor and MEMS device development
Plasma-Therm has designated its Grenoble facility as its EMEA headquarters, focusing on R&D and demonstration for power, wireless, memory, sensor, and MEMS device development. This move signals increased support and potential collaboration for strategic customers in the region. Neutral: This is a long-term R&D and support infrastructure investment with no immediate impact on component supply, pricing, or production capacity.
Power SemiconductorsRF ComponentsMemoryPlasma-Therm LLCSemiconductor 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

Wed, Dec 14

CGD and IFP Energies nouvelles sign automotive inverter development deal

Fri, Dec 9

Toshiba develops SiC MOSFET with check-pattern embedded Schottky barrier diodes

Luminus releases Salud COB LEDs

Coherent partners with ETRI and KAIST on devices for Korean market

Thu, Dec 8

Smartphone production in Q3 down 11% year-on-year

EPC launches 80V AEC-Q101-qualified GaN FETs for vehicle electronics and advanced autonomy

Wed, Dec 7

Imec introduces framework to model GaN HEMT and InP HBT RF devices for 5G and 6G

Tue, Dec 6

EPC to use VIS’ 8-inch GaN foundry from early 2023

Mon, Dec 5

CML launches low-power 6–18GHz (C-, X-, Ku-band) gain blocks

Fri, Dec 2

ROHM and BASiC partner on silicon carbide power devices for automotive applications

Thu, Dec 1

ST to qualify Soitec’s silicon carbide substrate technology over next 18 months

Thu, Nov 24

Scantinel raises €10m in Series A funding from PhotonDelta, Scania and ZEISS

Tue, Nov 22

Power Integrations launches InnoSwitch4-Pro family of ZVS flyback ICs

Mon, Nov 21

Hunan Sanan secures $524m SiC chip order for NEV power systems

Fri, Nov 18

Wolfspeed prices private offering of convertible senior notes to raise $1.525bn

Thu, Nov 17

EPC launches 80V, 4mΩ GaN FET in 1.5mm x 2.5mm footprint

BorgWarner investing $500m in Wolfspeed’s financing transaction

Wolfspeed raising $1.3bn in private offering

Luminus’ Gen5 die boosts UV-A LED power density by 75%

Wed, Nov 16

Plasma-Therm’s Grenoble site made EMEA HQ focused on power, wireless, memory, sensor and MEMS device development

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