Win Semiconductors Corp (Win Semi, 穩懋半導體), the world’s largest compound semiconductor foundry, yesterday said it plans to expand its capacity next year by 14 percent year-on-year, as its factory utilization rate has reached 100 percent due to improved customer demand.
The company plans to add 5,000 wafers to boost its monthly capacity to 41,000 wafers in the second quarter next year, Win Semi president Kyle Chen (陳國樺) told reporters on the sidelines of a SEMICON Taiwan news conference in Taipei.
“We are seeing strong customer orders,” Chen said. “Fourth-quarter performance looks quite good. [Revenue] decline should be milder this year, compared with the levels seen in previous fourth quarters.”
The company usually sees its revenue drop by 10 to 20 percent in the fourth quarter, he said.
Win Semi in July forecast that third-quarter revenue would grow 30 percent quarter-on-quarter to about NT$5.79 billion (US$186.76 million), compared with NT$4.45 billion in the second quarter.
The company is upbeat about growth momentum brought about by 5G technology, as every 5G smartphone is to be equipped with five, six or more power amplifiers, Chen said.
Analysts have forecast that 200 million of the 1.7 billion smartphones forecast to be shipped next year would be outfitted with 5G chips, Chen added.
Win Semi produces semiconductor used in power amplifiers, 3D sensing, WiFi and radio frequency products made from gallium arsenide and other compounds.
Chips made from gallium arsenide are more suitable for 5G applications than those made from silicon as it is superior in terms of higher saturated electron velocity and higher mobility, allowing transistors made from it to function at frequencies in excess of 250 gigahertz, Chen said.
Cairo’s new monorail slices across the city skyline, running above the familiar chaos of blaring horns and aging buses’ exhaust fumes that mark rush hour below. The US$4.5 billion monorail, opened this month, is among Egypt’s most prominent new transport projects, part of a debt-funded infrastructure drive criticized for sapping state finances while bringing limited benefits to most of the country’s 109 million people. “It feels like you’re in a different country,” said Ramy Sayed, a restaurant manager, aboard a driverless Innovia 300 train. “No noise, no traffic, we’re not used to this.” The eastern line runs 56km from the bustling middle-class
Taiwanese firms have increased investment in the Philippines in recent years as Manila’s ties with Washington deepen and global supply chains continue to shift away from China, an expert at the Chung-Hua Institution for Economic Research (CIER, 中華經濟研究院) said yesterday. The Philippines had not been among Taiwanese investors’ top choices in Southeast Asia, CIER Taiwan ASEAN Studies Center director Kristy Hsu (徐遵慈) said at a seminar in Taipei. However, Taiwan’s investment in the country has grown significantly since the COVID-19 pandemic, reaching US $257 million last year, a high in recent years, she said. Although Taiwan’s total investment in the Philippines still lags
Intel Corp regards Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) as a longstanding partner, as the US chipmaker would continue outsourcing production of advanced chips to TSMC, Intel chief executive officer Lip-Bu Tan (陳立武) said yesterday. “I don’t look at people as competitors. I look at the collaboration... Nvidia is also, you know, a good friend,” Tan told a news conference following his keynote speech at the Computex trade show in Taipei. “It’s a very trusted partnership for us... We are a big, top customer for them, and we’re going to continue doing that,” he said, referring to TSMC, the world’s largest foundry
Artificial intelligence (AI) agents would supplant smartphones as the center of people’s digital lives, fundamentally reshaping personal devices and driving a major computing upgrade cycle, Qualcomm Inc CEO Cristiano Amon said yesterday. In his keynote speech for this year’s Computex trade show in Taipei, Amon said that the rise of "agentic AI" — AI systems capable of reasoning, planning and carrying out tasks autonomously — would transform how people interact with technology across phones, PCs, vehicles and wearable devices. Describing the technology as the next major evolution in computing, Amon said that "2026 is the year of agents.” For decades, smartphones have sat
RSS