RFIC Channel

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During Qorvo's fourth quarter earnings call on Tuesday, we learned the acquisition of Active-Semi International closed Monday, and Qorvo expects the business to contribute $50 million in revenue during its first year.

Despite weak mobile phone sales in China, Skyworks reported respectable financial performance for fiscal Q2, while focusing on design wins in the broad markets segment and renewed prosperity from the next-generation of mobile phone ramps later this year.

Wolfspeed's revenue grew 72 percent year-over-year in Q3, accompanied by improved gross margin. However, 5G demand for the company's GaN transistors has exceeded capacity, and Cree CEO Gregg Lowe says it will take a few quarters to add the needed capacity to catch up.

Strong demand for Apple’s services, iPad, wearables and Mac computers wasn’t sufficient to offset weakness in iPhone sales, leading to a net 5 percent year-over-year (Y/Y) decline in revenue in the company’s second fiscal quarter (Q2). However, CEO Tim Cook expressed a positive outlook for iPhone sales in China, the world’s biggest cellular market.

Keysight Technologies Inc. announced that PathWave ADS  and PathWave RFIC Design (GoldenGate) are integrated with the latest iPDK from Samsung for the 28FDS (28 nm fully-depleted silicon-on-insulator) process technology.

An interview with Greg Baker, president and CEO of Altum RF, a fabless RFIC start-up aiming to fill the void from the ongoing RF semiconductor consolidation.

ON Semiconductor will acquire GLOBALFOUNDRIES' 300 mm fab and employees in East Fishkill, New York for $430 million. The agreement includes technology transfer, development and licensing, providing an experienced 300 mm manufacturing and development team to convert ON’s wafer processes from 200 to 300 mm.

MACOM and Goertek, a $2 billion dollar Chinese electronic components manufacturer, are forming a joint venture (JV) company to market and distribute MACOM’s GaN on Si RF power amplifiers to China’s base station market.