中文網
  • 繁體
  • 简体
    •
    Trending
    CONNECT WITH US
    AI shift to inference boosts CPU server demand across the supply chain
    3min ago
    Huawei targets 2027 glass substrate production to gain an edge in AI chips
    11min ago
    NXP posts strong 2Q as investors remain cautious on chip outlook
    11min ago
    Column: Taiwan suppliers map entry into the US Space Force supply chain
    Jul 28, 18:30
    Samsung plans 2 nm GAA base die for HBM5 to boost AI memory speed
    Jul 28, 18:30
    AI demand squeezes memory supply, pressuring PC and TV markets
    Jul 28, 18:30
    China's GenAI race shifts to open source ecosystems
    Jul 28, 18:30
    Alibaba Cloud and Huawei quickly adapt Kimi K3 after open-source release
    Jul 28, 18:30
    NEWS TAGGED GAAS
    Monday 27 July 2026
    WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

    Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of...

    Sunday 26 July 2026
    Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY
    WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...
    Thursday 2 July 2026
    GaAs and InP price hikes hit Taiwan supply chain
    Compound semiconductor epitaxy makers are raising prices again for gallium arsenide (GaAs) and indium phosphide (InP) epi wafers, as persistent raw material cost increases, supply...
    Friday 15 May 2026
    InP compound semiconductors break AI power and bandwidth barriers
    Indium phosphide (InP) and other compound semiconductors are taking on a bigger role as demand rises for highly efficient light emission and ultra-high-frequency transmission. Their...
    Monday 4 May 2026
    Win Semiconductors: GaAs and InP supply still meets production demand
    Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives...
    Wednesday 8 April 2026
    Rising gallium costs force price increases across GaAs chip supply chain

    Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising,...

    Thursday 2 April 2026
    South Korea reportedly advances GaAs localization with 95% yield on 4-inch process
    South Korea is moving closer to localizing high-performance compound semiconductor components long reliant on imports after achieving a key manufacturing milestone, according to ET...
    Sunday 8 March 2026
    SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance
    In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation...
    Saturday 14 February 2026
    World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom
    GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and...
    Thursday 12 February 2026
    Winsemi revenue falls 5% in 2025, speeds pivot to AI optical and LEO satellite markets

    Win Semiconductors (Winsemi), a GaAs wafer foundry, held its earnings conference on February 11. Its fourth-quarter 2025 consolidated revenue...

    Thursday 8 January 2026
    Win Semiconductors sees 29.37% revenue boost in 4Q25, driven by US smartphone shipments
    Win Semiconductors, the world's leading gallium arsenide (GaAs) wafer foundry, reported consolidated revenue of NT$1.61 billion (US$51.31 million) for December 2025, down slightly...
    Friday 12 December 2025
    VPEC will focus on optical components in 2026
    AI data centers are seeing rapidly increasing demand for HPC and big data processing. The shift from traditional copper wiring to fiber optics boosts data transfer rates while lowering...
    Friday 12 December 2025
    Photonics suppliers dominate Taiwan's semiconductor growth rankings on CPO momentum
    Silicon photonics is emerging as the strongest growth engine within Taiwan's semiconductor manufacturing sector.
    Monday 3 November 2025
    Win Semiconductor back in the black on US smartphone, 3D sensor demand

    Win Semiconductor, the world's largest pure-play gallium arsenide (GaAs) foundry, rebounded sharply in the third quarter of 2025 on strong...

    Friday 31 October 2025
    Skyworks-Qorvo merger boosts Taiwan GaAs foundry demand
    US radio frequency and power amplifier manufacturer Skyworks Solutions announced it will merge with Qorvo. The combined company is estimated to be valued at US$22 billion, with plans...
    1/28 pages
    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    AI Summit Seoul