NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Jul 8

15:05Impact score 15
Infineon and Delta strengthen collaboration on WBG-based server and gaming PC power solutions
Infineon and Delta Electronics have deepened their collaboration on developing wide-bandgap (SiC/GaN) power solutions for server and gaming PC applications. This move targets the growing demand for higher efficiency and performance driven by digitalization and decarbonization trends. Neutral: This partnership announcement is a long-term technology alignment with no immediate, quantifiable impact on component supply, pricing, or inventory levels.
SiCGaNWBG Power DevicesInfineon Technologies AG, Delta Electronics IncSemiconductor TodayPartnership/M&A

Tue, Jun 28

23:26Impact score 10
Umicore develops ultra-low-resistivity 8” n-type germanium wafers
Umicore Electro-Optic Materials has developed ultra-low resistivity (<1mΩ.cm) 6-inch and 8-inch n-type germanium wafers for VCSEL applications. This is an R&D milestone aimed at improving performance in advanced sensing and communication devices. Neutral: This is a long-term technology development with no immediate impact on trading volumes or prices for existing germanium or VCSEL supply.
Germanium WafersVCSELUmicoreSemiconductor TodayTechnical
00:08Impact score 10
III-V Epi’s revenue coming mostly from high-growth industrial customers for ongoing production
III-V Epi Ltd reports that most of its revenue now comes from industrial customers with ongoing production needs, indicating stable demand in its niche. The company specializes in prototype and lower-volume III-V epitaxial structures via MBE and MOCVD for the photonics industry. Neutral: This is a company-specific business update with no direct, quantifiable impact on broader component supply, pricing, or trader inventory decisions.
III-V Epitaxial WafersPhotonics ComponentsIII-V Epi LtdSemiconductor TodayMarket Analysis

Wed, Jun 22

01:51Impact score 15
MACOM extends PURE CARBIDE GaN-on-SiC power amplifier range to 7kW
MACOM announced the expansion of its PURE CARBIDE GaN-on-SiC power amplifier portfolio with the new 7.0 kW MAPC-A1605 model at IMS 2022. The product targets high-power aerospace and defense applications like radar and electronic warfare systems. This is a standard product launch with no immediate, direct impact on supply, demand, or pricing for the broader semiconductor trading market.
GaN-on-SiC Power AmplifierMACOM Technology Solutions IncSemiconductor TodayProduct Launch

Tue, Jun 21

19:40Impact score 20
Tagore launches GaAs pHEMT ultra-low-noise amplifiers and linear PA driver
Fabless firm Tagore Technology has launched a family of GaAs pHEMT ultra-low-noise amplifiers and a linear PA driver, tunable from 100MHz to 5GHz. The products target 5G infrastructure and satellite radio applications, representing a new entrant in the RF component market.
利多
This launch introduces new supply for specialized RF components but is unlikely to materially impact pricing or supply dynamics for established GaAs/GaN markets in the near term.
GaAs pHEMT AmplifiersGaN-on-Si RF ComponentsTagore Technology IncSemiconductor TodayProduct Launch

Wed, Jun 15

18:31Impact score 10
BluGlass ships first prototype laser diode products
BluGlass Ltd has shipped its first fully packaged laser diode prototypes to an initial customer. The shipment utilizes the company's proprietary RPCVD technology for manufacturing laser diodes and next-generation LEDs.
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Laser DiodesBluGlass LtdSemiconductor TodayProduct Launch

Fri, Jun 10

18:53Impact score 15
RF GaN device market growth slowed to 10% in 2021 as Huawei ends buffering of trade sanctions
Revenue growth for RF GaN-enabled devices slowed to 10% in 2021, according to a Strategy Analytics report. The slowdown is attributed to Huawei exhausting its buffer stock against trade sanctions, reducing its procurement. Bearish: The report indicates weakening demand from a major buyer, potentially signaling a near-term softening in the RF GaN market.
RF GaN DevicesSemiconductor TodayMarket Analysis

Thu, Jun 9

02:17Impact score 8
Taiwan Semiconductor Research Institute selects Veeco’s Propel MOCVD system
Taiwan Semiconductor Research Institute (TSRI) has selected Veeco's Propel MOCVD system for GaN-based power and RF device development. This is an R&D equipment procurement for a research institute, not a commercial fab. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
GaN-based Power DevicesGaN-based RF DevicesVeeco Instruments IncSemiconductor TodayTechnical

Wed, Jun 8

23:32Impact score 10
Tower showcasing key process and PDK features of silicon photonics process
Tower Semiconductor is hosting a webinar on June 28th to showcase the key process and PDK features of its PH18 silicon photonics platform with integrated lasers. This is a routine design-enablement activity aimed at educating potential customers and designers. Neutral: This is a standard technical marketing event with no immediate impact on component supply, demand, or pricing.
Silicon Photonics ICsTower Semiconductor LtdSemiconductor TodayTechnical
21:03Impact score 45
Riber receives order for two MBE 6000 production systems, plus option for four more
Riber received an order for two MBE 6000 production systems, with an option for four more, from an undisclosed industrial client for delivery this year. MBE systems are critical for producing advanced compound semiconductor materials used in RF, power, and photonics devices. Watch: This signals potential future capacity expansion for specialized III-V semiconductor wafers, but the ultimate supply impact depends on the client's identity and production ramp plans.
Compound Semiconductor WafersIII-V MaterialsRiberSemiconductor TodayCapacity Change

Mon, Jun 6

17:42Impact score 5
Wolfspeed’s Rick Madormo succeeds Thomas Wessel as senior VP of sales & marketing
Wolfspeed has promoted Rick Madormo to Senior VP of Sales & Marketing, succeeding the retiring Thomas Wessel, and hired Owen DeLeon as VP of Sales for the Americas. This is an internal management succession and sales team realignment with no immediate operational or financial details provided. Neutral: This personnel change alone has no direct impact on supply, demand, or pricing for SiC/GaN components.
SiC MaterialsSiC Power DevicesGaN RF DevicesWolfspeed IncSemiconductor Today

Mon, May 16

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

Thu, May 12

15:25Impact score 45
5N Plus partners with Rio Tinto for domestic supply of tellurium
5N Plus has partnered with Rio Tinto to refine tellurium from the Kennecott copper mine in Utah, securing a domestic North American supply. Tellurium is a critical raw material for advanced semiconductor applications like CdTe photovoltaics and thermoelectric devices.
利多
This long-term supply agreement mitigates supply chain risk for a niche but critical material, potentially stabilizing future pricing and availability.
Tellurium5N Plus Inc, Rio TintoSemiconductor TodayPartnership/M&A

Fri, May 6

22:30Impact score 60
NeoPhotonics Q1 revenue grows 47% year-on-year, despite chip supply chain shortages
NeoPhotonics reported Q1 2022 revenue of $89.3M, up 47% YoY, driven by over 70% growth in 400G+ products. The company stated that semiconductor supply chain shortages, primarily in analog and power chips, negatively impacted revenue by approximately $10M. Bullish: Strong demand for high-speed optics is confirmed, but persistent shortages in supporting analog/power components could tighten supply and support pricing for related components.
Silicon PhotonicsHigh-Speed Optical ModulesAnalog SemiconductorsNeoPhotonics CorpSemiconductor TodayFinancial/Earnings

Wed, May 4

00:33Impact score 15
EPC launches 25mΩ 200V rad-hard transistor for space applications
EPC has launched the EPC7007, a 200V, 25mΩ radiation-hardened GaN FET for space applications, with a total dose rating >1Mrad. The product targets the niche, high-reliability space electronics market. Neutral: This is a specialized, low-volume product launch with no immediate, direct impact on mainstream commercial component supply, demand, or pricing.
Radiation-Hardened GaN FETsPower TransistorsEfficient Power Conversion Corp (EPC), EPC Space LLCSemiconductor TodayProduct Launch

Thu, Apr 28

20:43Impact score 15
ROHM and Delta partner on developing and mass producing GaN devices
ROHM and Delta Electronics have formed a strategic partnership to jointly develop and mass-produce Gallium Nitride (GaN) power devices. This collaboration aims to accelerate the adoption of GaN technology in power supply applications. Neutral: This is a long-term R&D and manufacturing agreement with no immediate impact on supply, demand, or pricing for existing components.
GaN Power DevicesROHM Co Ltd, Delta Electronics IncSemiconductor TodayPartnership/M&A
20:33Impact score 8
Bristol installs gallium oxide MOCVD system
The University of Bristol has installed the UK's first MOCVD system dedicated to gallium oxide (Ga2O3) epitaxy for power electronics research. This academic R&D milestone is driven by the potential for Ga2O3 devices to reduce energy consumption by approximately 20% in various applications. Neutral: This is a long-term technology development with no immediate impact on commercial supply, pricing, or trading dynamics for existing power semiconductor components.
Gallium Oxide (Ga2O3) Power DevicesSemiconductor TodayTechnical

Tue, Apr 26

22:57Impact score 10
MACOM awarded US DoD development contract
MACOM Technology Solutions has been awarded a development contract by the U.S. Department of Defense to create a high-power transmitter. This is a standard R&D contract for defense applications and does not indicate an immediate change in production capacity or commercial availability. Neutral: This is a long-term R&D milestone with no direct, near-term impact on component supply, demand, or pricing for traders.
GaN RF PowerHigh-Power TransmitterMACOM Technology Solutions IncSemiconductor Today
18:03Impact score 58
Wolfspeed opens Mohawk Valley 200mm silicon carbide fab
Wolfspeed has officially opened its new 200mm silicon carbide wafer fabrication plant in Mohawk Valley, New York. This facility represents a significant capacity expansion aimed at supporting the industry transition from silicon to SiC-based semiconductors. Bearish: The increased production capacity for SiC wafers and devices could alleviate long-term supply constraints, potentially putting downward pressure on future prices.
Silicon Carbide (SiC) WafersSiC Power SemiconductorsWolfspeed IncSemiconductor TodayCapacity Change

Mon, Apr 25

23:11Impact score 15
Wolfspeed’s silicon carbide power modules used in inverters of Lucid Air EV
Wolfspeed has secured a multi-year supply agreement to provide its silicon carbide power modules for the Lucid Air electric vehicle. This partnership highlights the growing adoption of SiC technology in the high-performance EV segment. Neutral: This is a design win confirming long-term demand for Wolfspeed's SiC products but does not indicate an immediate change in supply, demand, or pricing for the broader component market.
SiC Power ModulesWolfspeed IncSemiconductor TodayPartnership/M&A

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

Fri, Jul 8

Infineon and Delta strengthen collaboration on WBG-based server and gaming PC power solutions

Tue, Jun 28

Umicore develops ultra-low-resistivity 8” n-type germanium wafers

III-V Epi’s revenue coming mostly from high-growth industrial customers for ongoing production

Wed, Jun 22

MACOM extends PURE CARBIDE GaN-on-SiC power amplifier range to 7kW

Tue, Jun 21

Tagore launches GaAs pHEMT ultra-low-noise amplifiers and linear PA driver

Wed, Jun 15

BluGlass ships first prototype laser diode products

Fri, Jun 10

RF GaN device market growth slowed to 10% in 2021 as Huawei ends buffering of trade sanctions

Thu, Jun 9

Taiwan Semiconductor Research Institute selects Veeco’s Propel MOCVD system

Wed, Jun 8

Tower showcasing key process and PDK features of silicon photonics process

Riber receives order for two MBE 6000 production systems, plus option for four more

Mon, Jun 6

Wolfspeed’s Rick Madormo succeeds Thomas Wessel as senior VP of sales & marketing

Mon, May 16

ST and MACOM RF GaN-on-Si prototypes achieve technology and performance milestones

Thu, May 12

5N Plus partners with Rio Tinto for domestic supply of tellurium

Fri, May 6

NeoPhotonics Q1 revenue grows 47% year-on-year, despite chip supply chain shortages

Wed, May 4

EPC launches 25mΩ 200V rad-hard transistor for space applications

Thu, Apr 28

ROHM and Delta partner on developing and mass producing GaN devices

Bristol installs gallium oxide MOCVD system

Tue, Apr 26

MACOM awarded US DoD development contract

Wolfspeed opens Mohawk Valley 200mm silicon carbide fab

Mon, Apr 25

Wolfspeed’s silicon carbide power modules used in inverters of Lucid Air EV

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