The aftershocks of Nexperia's abrupt suspension of power semiconductor shipments continue to reverberate across the global electronics industry, forcing yet another wave of supply chain realignments. Industry insiders say the episode underscores how a US$5 chip can cripple a US$50,000 car, revealing the vulnerability of even the most complex manufacturing systems to disruptions in basic components.
Win Semiconductor, the world's largest pure-play gallium arsenide (GaAs) foundry, rebounded sharply in the third quarter of 2025 on strong orders from US smartphone brands. Rising shipments of power amplifiers (PA) and 3D sensing chips boosted revenue and ended three consecutive quarters of losses. The company reported an 8.6% operating margin, marking a clear return to profitability.
