Driven by the deployment of cellular base stations, both Freescale and NXP are seeing strong revenue growth in their RF businesses, only limited by the capacity to fully meet customer demand. It’s a good time to be in the wireless infrastructure business, especially if you are an LDMOS PA supplier.

Globalfoundries acquisition of IBM's RF SOI and SiGe processes makes Globalfoundries the leader in RF silicon. With the trend toward fewer, larger semiconductor suppliers, this move strengthens the RF industry by adding technology and scale to a major player.