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Tuesday 15 October 2024
PA supply chain braces for 4Q24: Apple, Huawei's strategies to shape global market demand
As the fourth quarter of 2024 nears, major players in the power amplifier (PA) supply chain—such as GaAs wafer foundries WIN Semiconductors and AWSC, along with upstream suppliers...
Friday 11 October 2024
SAS's new big three outshine in 2024, bolstering growth beyond semiconductors
Sino-American Silicon Products Group (SAS) continues to thrive, with GlobalWafers solidifying its position among the world's top three semiconductor silicon wafer producers. Yet,...
Monday 8 July 2024
Taiwanese PA chip makers see strong demand from China and US
As the smartphone industry enters its peak shipment season in the second half of 2024, major brands are launching new devices. Taiwan's power amplifier (PA) chip supply chains, including...
Tuesday 4 June 2024
Taiwan III-V IC suppliers seeking access to 1st-tier auto supply chains
Taiwan-based III-V compound semiconductor companies are seeking to enter the automotive supply chains, eyeing business opportunities from LiDARs, according to industry sources.
Tuesday 7 May 2024
GaAs foundry AWSC enjoys strong demand for flagship smartphones
Gallium Arsenide (GaAs) foundry Advanced Wireless Semiconductor Company (AWSC) has seen a surge in orders for flagship smartphone chips from manufacturers such as Qualcomm, boosting...
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...
Tuesday 9 January 2024
Taiwan PA supply chain sees strong revenue growth in 4Q23
GaAs foundries Win Semiconductors (WinSemi) and Advanced Wireless Semiconductor (AWSC), and epi-wafer supplier Visual Photonics Epitaxy Company (VPEC) have all reported double-digit...
Tuesday 7 November 2023
Taiwan's PA supply chain eyes momentum in satellite industry
With the space industry becoming a key focus for future development in Taiwan, III-V compound semiconductor companies based in Taiwan see promise for growth in niche applications...
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...
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...
Thursday 6 July 2023
GaAs foundries see fab utilization rising
Most Taiwan-based GaAs foundries, including Win Semiconductors and Advanced Wireless Semiconductor (AWSC), have recently seen their 6-inch fab utilization rates rise above 40%.
Tuesday 7 February 2023
Excess 4G handset chip inventories hit foundries
Excess 4G handset chip inventories, including application processors and power amplifiers (PA), are dragging down fab utilization rates at related foundries, according to industry...
Friday 6 January 2023
GaAs foundries post revenue drops in 2022
Win Semiconductors and Advanced Wireless Semiconductor (AWSC), as well as epitaxial wafer supplier Visual Photonics Epitaxy Company (VPEC), all saw their 2022 revenues register double-digit...
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...
Tuesday 20 December 2022
GaAs wafer foundries conservative about 1H23 sales
Taiwanese GaAs wafer foundries will likely see their utilization rates stay flat before the end of second-quarter 2023 as no sights indicate that demand for power amplifiers (PAs)...