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NEWS TAGGED VPEC
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...
Thursday 1 August 2024
Taiwan III-V IC suppliers see flat client shipment pull-ins
Despite the imminent release of new models, such as the iPhone, Taiwan-based III-V compound semiconductor companies continue to identify flat client shipment pull-ins.
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...
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 26 March 2024
VPEC sees brisk order visibility from data center sector
Epitaxy wafer manufacturer Visual Photonic Epitaxy (VPEC) has seen clear order visibility for data center applications extend into the second quarter of 2025.
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...
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...
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...
Monday 7 August 2023
Taiwan supply chain partners cautious about new iPhone sales outlook
All the new iPhone series for 2023 are very likely to feature Dynamic Island display technology, but Taiwanese partners in the supply chain, such as camera modules...
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.
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...
Wednesday 22 March 2023
Taiwan III-V IC suppliers see promising demand from Sony
With Sony attempting to secure additional sensor chip orders for Apple's iPhones, Taiwan-based epitaxial wafer manufacturers and other III-V IC suppliers are optimistic about demand...
Monday 20 March 2023
Taiwan partners to beef up backend support for Qualcomm new chips in 2H23
As Qualcomm is set to place wafer starts with TSMC for new handset APs, RF chips, networking chips, and even PC CPUs to be launched in the second half of 2023, its backend supply...
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...
Holtek
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research