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Huawei’s return to the 5G smartphone market and the controversy over its advanced, made-in-China processor reflect the lengths taken by the company to build up its operations, following years of struggles on account of US trade sanctions.
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 such as aerospace, military, industrial control and infrastructure continue to provide robust momentum, which will help them to offset declines in shipments for consumer applications, according to industry sources.
Apart from its TSMC-led silicon-based semiconductor ecosystem, Taiwan also plays a crucial role in the development of compound semiconductors, including the second-generation semiconductors GaAs and InP and third-generation SiC and GaN. As a leading Taiwanese GaAs foundry, Win Semiconductors has built a solid presence in the handset-use power amplifiers (PA), 3D sensors, optical components, LiDAR, and even satellite RF chips. In an interview for the "Silicon Island Chronicles" documentary conducted as part of DIGITIMES's 25th anniversary, Win S...
Win Semiconductors has reported that its utilization rates dropped to about 20% in the first quarter of 2023 as a result of inventory correction in the handset supply chain and seasonal impacts, but expects sales growth in the second quarter.
Apple analyst Ming-Chi Kuo's latest research indicates that Win Semiconductor's business momentum will continue to improve in the coming quarters with orders from Apple.