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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 firms eyeing military drone PA opportunities
Taiwan-based III-V compound semiconductor companies are actively extending their niche-market product offerings, such as drone power amplifiers (PA), looking to capitalize on the...
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.
Tuesday 29 August 2023
Handset PA demand remains sluggish
Overall handset power amplifier (PA) demand is stagnant and may stay at the U-shaped bottom for some more time, according to industry sources.
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...
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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