Wednesday 10 April 2024
Taiwan PA suppliers see demand strengthening
Taiwan-based companies involved in the supply chain of mobile phones and wireless Power Amplifiers (PA), including foundries Win Semiconductors and Advanced Wireless Semiconductor...
Monday 18 March 2024
IntelliEPI expands epitaxy capacity as defense orders increase
Intelligent Epitaxy Technology Inc (IntelliEPI), a leading provider of epitaxy service for compound semiconductors like Indium Phosphide (InP), Gallium Arsenide (GaAs), and...
Tuesday 6 February 2024
GaAs foundry Win Semi 4Q23 fab utilization rises to 60%
Win Semiconductors, a GaAs foundry, saw its fab utilization rates rise to 60% on average in the fourth quarter of 2023, up from 50% in the previous quarter, thanks to replenishment...
Monday 29 January 2024
Optoelectronics firm VPEC is beaming about AI phone growth prospects
The arrival of the AI smartphone era is giving GaAs (Gallium Arsenide) Epitaxial chip (Epi) manufacturers such as Taiwan's VPEC (Visual Photonics Epitaxy Co.) something to get excited...
Wednesday 27 December 2023
Handset power amplifier demand continues to pick up
With Chinese smartphone suppliers marketing new models, overall demand for handset-use power amplifiers (PA) will maintain its upward trend, according to sources at Taiwanese compound...
Friday 10 November 2023
IntelliEPI swings to profit in 3Q23
Epitaxial wafer supplier Intelligent Epitaxy Technology (IntelliEPI) swung to net profits of NT$44.55 million (US$1.38 million) in the third quarter of 2023 when gross margin climbed...
Monday 30 October 2023
AI fuels optical communication to become potential market for compound semiconductors
While the 2023 smartphone market is one filled with harsh challenges, it is coming to an end. Regarding the smartphone market after 2024, most prominent market research firms still...
Monday 30 October 2023
GaAs foundry Win Semi swings to operating profit in 3Q23
Win Semiconductors, a Taiwanese GaAs foundry, swung to net profits of NT$34 million (US$1.05 million) in the third quarter after three straight quarters of losses.
Friday 6 October 2023
Taiwan III-V IC suppliers post mixed September results
Win Semiconductors' revenue dipped 1.5% sequentially in September, while revenue at fellow gallium arsenide (GaAs) foundry Advanced Wireless Semiconductor (AWSC) climbed 7.9% on month...
Friday 15 September 2023
GaAs makers eyeing aerospace, military and satellite communications opportunities
Taiwanese gallium arsenide (GaAs) manufacturers are looking to capitalize on prospects in aerospace, defense, and satellite communications, according to industry sources.
Thursday 10 August 2023
GaAs foundries post mixed July revenues
July revenue for Win Semiconductors fell 8.3% sequentially, while revenue for fellow GaAs foundry Advanced Wireless Semiconductor (AWSC) rose 9.8% sequentially. Despite a 51.1% increase...
Wednesday 2 August 2023
GaAs PA suppliers gearing up for demand arising from Wi-Fi 7 transition
Gallium arsenide (GaAs) power amplifier (PA) suppliers are gearing up for the industry's anticipated 2024 transition to Wi-Fi 7 (802.11be) wireless connectivity.
Tuesday 1 August 2023
Win Semi loss narrows in 2Q23
GaAs foundry Win Semiconductors saw its loss shrink significantly in the second quarter of 2023, when its fab utilization rates rebounded to around 40%.
Thursday 27 July 2023
LandMark silicon photonics shipments for AI server apps to double in 2023
Taiwan-based LandMark Optoelectronics, dedicated to supplying GaAs and InP-based epi-wafers and silicon photonics components, expects its silicon photonics revenue for the entire...
Wednesday 12 July 2023
Impacts of China's gallium export control on the supply chain
The Chinese government has recently announced without prior warning that it will control exports of gallium and germanium metals. The announcement has received extensive media coverage,...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research