Gallium_ArsenideAdvanced Semiconductors

Advanced Semiconductors

Compound Semiconductor Industry Review: October - December 2021



Report Summary:

Financial results reported in this quarter continue to reinforce the premise that the electronics industry is growing with good operational results. However, compound semiconductor epitaxial powerhouse IQE is seeing softness in many of the applications that they serve. The quarter was notable for the number of acquisitions that made the news. 
Table of Contents

Contents
1. Executive Summary 9
2. Introduction 10
3. MMICs 11
3.1 Business 11

3.1.1 CAES Acquires Colorado Engineering 11
3.1.2 L3Harris Technologies Completes Sale of Businesses 11
3.1.3 Sivers Semiconductors to Acquire MixComm 11
3.1.4 Akoustis Acquires Majority Stake in RFM Integrated Device 12
3.1.5 AmpliTech to Acquire Spectrum Semiconductor Materials 12
3.1.6 Wireless Telecom Group Sells RF Components Business 12
3.1.7 MACOM Transfers Equity Interest in Ampere 12
3.2 Contracts 13
3.2.1 Communications & Power Industries Awarded Contract 13
3.2.2 Comtech PST Receives Amplifier Contract 13
3.2.3 Comtech Telecommunications Awarded Follow-on Order 13
3.2.4 Akoustis Receives Mobile Order 13
3.2.5 Qorvo Delivers Ultra-Wideband in Google® Pixel 6 Pro 13
3.3 New Products 14
3.3.1 Skyworks Launches Multi-band Massive IoT Front-end Module 14
3.3.2 Sumitomo Electric Develops GaN Devices for X-band Radar 14
3.3.3 Microchip Expands GaN-based RF Power Portfolio 15
3.3.4 Skyworks Introduces New Digital Radio Coprocessor 15
3.3.5 Teledyne e2v HiRel Releases Radiation-tolerant SPDT 15
3.3.6 Teledyne e2v HiRel Introduces Space-Qualified X-Band MMIC LNA 15
3.3.7 Qorvo Expands Power Amplifier Portfolio 16
3.4 Other 16
3.4.1 AmpliTech to Launch MMIC Semiconductor Chip Design Center 16
3.4.2 Guerrilla RF And X-Microwave Partner 16
3.4.3 Guerrilla RF Goes Public in A Reverse Merger 16
3.4.4 Gallium Semiconductor Appoints VP of Networks 17
3.4.5 Qorvo Appoints President of Infrastructure & Defense Products 17
3.4.6 Former CEO of McLaren Racing F1 Joins Filtronic 17
3.4.7 Thales Launches 3D Surveillance Radar 17
3.4.8 MACOM Names President of MACOM China 18
3.4.9 Mini-Circuits Receives NSF Funding 18
3.4.10 GTRI Develops MMIC Filter 18
3.4.11 Murata Develops RFID Modules 19
4. POWER DEVICES 20
4.1 Business 20
4.1.1 Wolfspeed Reports Q1 FY ’22 Financials 20
4.1.2 Transphorm Announces Closing of Private Placement 20
4.1.3 Navitas Semiconductor Announces Third Quarter 2022 Results 20
4.1.4 Transphorm Announces Second Quarter 2022 Results 20
4.1.5 Sino-American Silicon Products Invests in Transphorm 21
4.1.6 GaN Systems Announces Funding Round 21
4.1.7 HG Makes Strategic Investment In GaN Systems 21
4.1.8 II-VI Completes $990 Million Offering of Notes 21
4.2 Contracts 22
4.2.1 Transphorm Receives DARPA Contract 22
4.2.2 Microchip Providing SiC MOSFETs and Digital Gate Drivers to Mersen 22
4.3 New Products 22
4.3.1 EPC Announces eGaN FET-based Synchronous Boost Converter 22
4.3.2 EPC Expands eGaN FET Portfolio 22
4.3.3 Navitas Introduces GaNSense™ Technology 23
4.3.4 Diodes Inc and Transphorm Introduce Evaluation Kit 23
4.3.5 Nexperia Expands Wide-bandgap Portfolio with SiC Diodes 23
4.3.6 EPC Adds BLDC Motor Drive Inverter 24
4.3.7 Transphorm Releases Second Totem Pole Evaluation Board 24
4.3.8 EPC Announces eGaN Power Transistor 24
4.3.9 EPC ePower Chipset for 48V Applications 24
4.3.10 CAES Introduces Wideband GaN-Based RF Power Amplifier 25
4.3.11 ROHM Introduces Surface Mount Converter ICs 25
4.3.12 Navitas Announces 700V GaNFast™ Power ICs 25
4.4 Other 26
4.4.1 Cree Officially Changes Company Name to Wolfspeed 26
4.4.2 General Motors and Wolfspeed Forge Strategic Supplier Agreement 26
4.4.3 Navitas China Opens New Office in Shenzhen 26
4.4.4 Wolfspeed and ZINSIGHT Enhance Efficiency in Fuel Cell Vehicles 26
4.4.5 GaN Systems and Orchard Audio Announce Collaboration 27
4.4.6 Tianyu Selects II-VI as Primary SiC Substrate Supplier 27
4.4.7 Transphorm SuperGaN Power FET Earns Automotive Qualification 27
4.4.8 Gallium Semiconductor Chooses Nijmegen for European R&D Center 27
4.4.9 Bosch Seeks to Create a European Supply Chain for SiC 27
4.4.10 Navitas and Anker Announce Strategic Partnership 28
4.4.11 Aehr Test Systems Joins PowerAmerica Institute 28
4.4.12 Vitesco Technologies Enters Strategic Partnership with GaN Systems 28
4.4.13 GaN Systems Partners with USI on Power Modules 29
4.4.14 Bosch Begins Volume Production of SiC Chips 29
4.4.15 Navitas Opens Design Center in Hangzhou 29
4.4.16 imec Demonstrates Monolithic Integration on GaN 29
4.4.17 Wolfspeed Appoints VP of Backend Operations 30
4.4.18 VisIC and hofer Powertrain Develop 800 V GaN Inverter 30
5. MATERIALS & EQUIPMENT 31
5.1 Business 31
5.1.1 AXT Reports Third Quarter Financial Results 31
5.1.2 Riber Reports Third Quarter Financial Results 31
5.1.3 Veeco Reports Third Quarter 2021 Financial Results 31
5.1.4 Axcelis Reports Third Quarter Financial Results 31
5.1.5 Kulicke and Soffa Reports Fourth Quarter 2021 Results 32
5.1.6 IQE Trading Update 32
5.1.7 Soitec Reports First Half FY 2022 Results 32
5.2 Contracts 33
5.2.1 Veeco Receives Multi-System Order for Dual-Technology Platform 33
5.2.2 Riber Receives Order for MBE Upgrade in Europe 33
5.2.3 ACM Research Receives Orders for Wet Stripping Systems 33
5.2.4 ACM Research Receives Orders for Single-Wafer-Cleaning Tools 33
5.2.5 Nexperia Uses AIXTRON Equipment in SiC Power Devices 34
5.2.6 Riber Announces MBE System Order 34
5.2.7 Aehr Test Systems Receives Order for FOX-NP™ Systems 34
5.3 Other 34
5.3.1 ASML Opens New R&D Facility in Silicon Valley 34
5.3.2 Heico Acquires RH Laboratories 35
5.3.3 ITRI and Oxford Instruments Collaborate on Compound Semiconductors 35
5.3.4 IQE Announces Singapore Site Closure 35
5.3.5 SEMI Reports Power and Compound Fab Capacity 35
5.3.6 IQE Announces Strategic Partnership with GlobalFoundries 36
5.3.7 North American Semiconductor Equipment Billings Increase 36
5.3.8 Zhenghai Group and ROHM Establish SiC Joint Venture 36
5.3.9 Naprotek Acquires SemiGen 36
5.3.10 5N Plus Acquisition of AZUR SPACE Receives Regulatory Approval 37
5.3.11 Axcelis Expands Batch Implanter Offering 37
5.3.12 DuPont to Acquire Rogers Corporation 37
5.3.13 SIA Board Elects New Board Members 37
5.3.14 IQE Announces New CEO 37
5.3.15 Soitec Acquires NOVASiC 38
5.3.16 Inertial Labs acquires MEMSENSE 38
5.3.17 Elmos Sells Wafer Fab to Silex Microsystems 38
5.3.18 Semiconductor Equipment Sales on Track to Top $100 Billion 38
5.3.19 Entegris to Acquire CMC Materials 39
5.3.20 FormFactor Opens New Manufacturing Facility in California 39
5.3.21 AmpliTech Acquires Spectrum Semiconductor Materials 39
5.3.22 North America Semi Equipment Billings Up in November 39
5.3.23 Applied Materials and A*STAR Expand Research Collaboration 39
6. Silicon Devices 41
6.1 Business 41

6.1.1 TSMC Reports Q3 FY ‘21 Financials 41
6.1.2 UMC Reports Q3 FY ’21 Financials 41
6.1.3 Rambus Reports Third Quarter Results 41
6.2 Contracts 42
6.2.1 ESA Awards Contract to CAES 42
6.3 New Products 42
6.3.1 Ampleon Introduces Asymmetric Doherty LDMOS RF Power Transistor 42
6.4 Other 42
6.4.1 Electronic System Design Industry Logs Double-digit Revenue Growth 42
6.4.2 SEMI Reports Silicon Wafer Shipments to Grow Through 2024 43
6.4.3 Skorpios Technologies Announces Senior Appointments 43
6.4.4 Silicon Wafer Shipments Reach Record High in 3Q21 43
6.4.5 pSemi Announces New Interim CEO 43
6.4.6 TSMC to Build New Fab in Japan with Sony 43
6.4.7 SkyWater Establishes Presence in Indiana 44
6.4.8 Lattice Acquires Mirametrix 44
6.4.9 pSemi Files 1000th Patent Application 44
6.4.10 Texas Instruments to Begin Construction On 300mm Fab 44
6.4.11 Global Semiconductor Equipment Billings Increase in Q3 2021 45
6.4.12 BAE Systems to Qualify IC Technology for the Space Industry 45
6.4.13 GlobalFoundries Extends AMD Wafer Supply Agreement 45
7. Optoelectronics: Datacoms & Other 46
7.1 Business 46
7.1.1 Sony Reports Q2 FY ’22 Financials 46
7.1.2 Seiko-Epson Reports Q2 FY ‘22 Financials 46
7.1.3 Fabrinet Reports First Quarter 2022 Results 46
7.1.4 Kopin Reports Continued Strong Performance for Third Quarter 2021 47
7.1.5 Lumentum Reports First Quarter 2022 Results 47
7.1.6 II-VI Reports First Quarter 2022 Results 47
7.1.7 POET Technologies Reports Third Quarter 2022 Results 47
7.2 Datacom 48
7.2.1 POET Technologies Announces Order 48
7.2.2 TRUMPF Photonic Components Announces Product Milestone 48
7.2.3 Mitsubishi Electric Sampling 100 Gbps EML Chip for Data Centers 48
7.2.4 Vector Photonics Completes Innovate UK-funded LOCAL Project 48
7.2.5 Intel Opens Integrated Photonics Research Center 49
7.3 Other 49
7.3.1 EMCORE Introduces MEMS Inertial Measurement Unit 49
7.3.2 Windstream Partners with II-VI 49
7.3.3 Phononic Announces Full Customer Qualification of Fabrinet Facility 49
7.3.4 ams OSRAM Expands VCSEL Portfolio for ToF 3D Sensing 50
7.3.5 Lumentum to Acquire NeoPhotonics 50
7.3.6 POET Technologies Appoints Board Sub-Committee to Plan Nasdaq Listing 50
7.3.7 Navitas Drives Xiaomi New Ultrafast charging Note 11 Pro+ Smartphone 50
7.3.8 Toshiba Electronics Announces Automotive Photocoupler 50
7.3.9 UTEP Receives US Air Force Grant to Develop Gallium Oxide Materials 51
7.3.10 ams OSRAM Launches Multi-zone dToF Modules 51
8. Analyst Contacts 52
 
 


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