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NEWS TAGGED GAAS
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,...
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%.
Wednesday 5 July 2023
IQE, Taiwan III-V IC makers unaffected by China's export restrictions on critical raw materials
There are several reasons why UK-based IQE and Taiwanese III-V IC manufacturers do not feel threatened by China's...
Tuesday 4 July 2023
China to impose export restrictions on compound semi materials
China will begin enforcing export restrictions on gallium and germanium-related materials used to manufacture compound semiconductors next month.
Friday 9 June 2023
GaAs foundries to see pick-up in handset AP demand
Most Taiwan-based GaAs foundry houses have seen a pick-up in demand for handset-use power amplifiers (PAs) from the handset supply chain players, particularly those in Asia, even...
Monday 5 June 2023
GaAs PA suppliers upbeat about demand for niche applications
For suppliers of GaAs-based RF power amplifiers (PAs), market demand for handsets and other consumer electronics devices will remain weak, but demand for niche-market applications...
Thursday 25 May 2023
New Apple-Broadcom deal gets three interpretations from RF supply chain in Taiwan
The signing of a long-term contract between Apple and Broadcom to develop 5G radio frequency (RF) components could easily drive outsiders to associate it with the "coopetition" relationships...