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...
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.
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...
Taiwan-based companies involved in the supply chain of mobile phones and wireless Power Amplifiers (PA), including foundries Win Semiconductors and Advanced Wireless Semiconductor...
Epitaxy wafer manufacturer Visual Photonic Epitaxy (VPEC) has seen clear order visibility for data center applications extend into the second quarter of 2025.
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...
GaAs foundries Win Semiconductors (WinSemi) and Advanced Wireless Semiconductor (AWSC), and epi-wafer supplier Visual Photonics Epitaxy Company (VPEC) have all reported double-digit...
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...
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...
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...
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...
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...
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...
