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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.
Thursday 6 July 2023
Military PA supplier Transcom sees defense orders extending into 2H24
Transcom, Taiwan's only compound semiconductor IDM and a major power amplifier (PA) supplier to defense sector, announced its revenue for June 2023 reached a record high of approximately...
Friday 12 May 2023
Taiwan-based US defense supplier to apply for Chips Act subsidies
Taiwan-based IntelliEPI, a supplier of epi-wafers for US military defense projects, intends to apply for US Chips Act funding for its new factory site in the United States.
Friday 5 May 2023
Transcom, backed by Norwegian SWF, expected to maintain double-digit growth in 2023
Transcom, Inc., a Taiwan-based IDM specializing in microwave semiconductor components and sub-system products, is seeing a steady growth momentum for 2023. As Taiwan's only IDM focusing...
Tuesday 2 May 2023
OSATs see a delay in capacity demand from MediaTek
With unclear business outlook from Taiwan's mobile SoC vendor MediaTek, its backend partners including ASE Technology, Powertech Technology (PTI), Sigurd Microelectronics and King...
Tuesday 18 April 2023
Chip suppliers see slight pick-up in orders for Android smartphones
Radio-frequency (RF) and power amplifier (PA) chip suppliers have noticed a slight pick-up in orders for Android smartphones as related brand vendors prepare for China's approaching...
Wednesday 12 April 2023
Mobile phone AP supply chain expects recovery in 3Q23
Semiconductor backend packaging and testing and mobile phone power amplifier (PA) companies agree that visibility for large-scale orders is still unclear going into the second quarter...
Friday 17 March 2023
Robust PA demand for defense apps buoys Transcom 2022 revenue, profits
Niche-market compound semiconductor IDM Transcom has reported record-high revenue and net profits of NT$1.035 billion and NT$249 million, respectively, for 2022, buoyed by strong...
Wednesday 8 March 2023
GaAs foundry Win Semi posts decreased February revenue
Gallium arsenide (GaAs) foundry Win Semiconductors has reported revenue for February 2023 of NT$858 million (US$28 million), down 52.1% on year and about 1% sequentially.
Wednesday 28 December 2022
Taiwan III-V IC suppliers see different market prospects for 2023
Taiwan's compound semiconductor foundry houses and epi-wafer suppliers show different views about when market demand will rebound in 2023, after seeing their shipments of handset-use...
Wednesday 26 October 2022
Epi-wafer suppliers cautious about demand for handset PAs
InP-based epitaxial wafer suppliers are uncertain whether their operations will bottom out in the fourth quarter of 2022 as weak demand for handset-use power amplifiers (PAs) casts...
Wednesday 14 September 2022
Inventory correction for handset PAs to last longer, says Win Semi
Inventory correction for handset power amplifiers (PA) is going to take a longer time than expected, according to Dennis Chen, chairman for Taiwan-based GaAs foundry Win Semiconduc...
Thursday 1 September 2022
InP epi-wafer demand promising for niche-market applications
InP-based epitaxial wafer demand will be promising for niche-market applications, particularly optical communication uses bolstered by continuous construction of large-size datacenters...
Tuesday 30 August 2022
Memory demand weak in handset segment, but stable in server
The top-2 China-based smartphone brands are expected to spend at least a quarter to digest their excess inventory, but demand for server memory is expected to remain stable in the...
Wednesday 27 July 2022
Destocking of handset power amplifier continues
Lackluster Android smartphone sales have led to significant inventory corrections of related power amplifier (PA) products, and there is no indication that such adjustments will end...
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