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MACOM: Yin and Yang

Warns investors of earnings miss, intrigues with China JV
Always interesting, MACOM last week warned the company missed the revenue and earnings guidance for the March quarter and is forming a JV to pursue the 5G infrastructure power amplifier market in China.


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ON Semiconductor, GF to Transfer Ownership of 300 mm Facility

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.


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