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MACOM Announces STMicroelectronics as GaN on Si Manufacturing Partner

MACOM and STMicroelectronics (ST) are teamed to commercialize MACOM’s RF GaN on Si technology, with ST becoming a second source and adding capacity to MACOM’s GaN fab in Lowell, Massachusetts. A formal agreement between the two companies gives MACOM exclusive rights to use its technology for mobile phone, wireless base station and commercial telecommunications infrastructure applications and ST a license to use the technology for RF power applications, such as solid-state cooking, automotive spark plugs and industrial lighting.

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Skyworks Tops $1B in Quarterly Revenue

Reflecting strong demand from cellular phone, Wi-Fi and IoT applications, Skyworks exceeded $1 billion in quarterly revenue for the first time, generating $361 million in cash from operations to end the quarter with $1.7 billion in cash and no debt.

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iPhone, IoT and GaN Lift Qorvo

Buoyed by Apple's iPhone launch and demand for IoT and GaN components, Qorvo's revenue grew modestly in the third quarter of fiscal 2018 to $846 million, up 3 percent sequentially and 2 percent year-over-year. The infrastructure and defense business achieved record revenue of $203 million. While the mobile products unit benefitted from the latest iPhone models, revenue was down 2 percent year-over-year.

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Apple Achieves Record Financial Performance

Reflecting the launch of the iPhone X, 8 and 8 Plus, Apple reported record financial performance for the company's December quarter. Revenue was $88.3 billion, 13 percent above the prior year's quarter and a 68 percent jump from the prior quarter. On a per week basis, iPhone shipments were 6 percent above last year's quarter.

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IDT Posts Revenue, Margin Growth

Communications Infrastructure segment revenue down slightly Q/Q

IDT reported revenue of $217 million for the fiscal third quarter of 2018, a sequential growth of 6.2 percent and 23 percent above the prior year's quarter. Revenue in the communications infrastructure market was down slightly from the prior quarter, reflecting softness in Asia.

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