Semiconductor today

For fiscal third-quarter 2026, Wolfspeed Inc of Durham, NC, USA — which makes silicon carbide (SiC) materials and power semiconductor devices — has reported revenue of revenue of $150.2m, down 10.6% on $168m last quarter and 19% on $185.4m a year ago...

Infineon Technologies AG of Munich, Germany says that the Full Commission of the US International Trade Commission (ITC) has affirmed the ITC’s initial determination from December 2025 that China-based Innoscience (Suzhou) Technology Holding Co Ltd, which manufactures GaN-on-silicon power chips on 8” silicon wafers, infringed an Infineon patent concerning gallium nitride (GaN) technology and ordered import and sales bans against Innoscience. The Commission’s final decision and the bans are subject to a 60-day review period of the US President...

Deposition equipment maker Aixtron SE of Herzogenrath, near Aachen, Germany has supplied Renesas Electronics Corp of Tokyo, Japan with multiple Planetary G5+C systems to expand its gallium nitride (GaN) production in high-volume manufacturing (HVM) environments. The collaboration helps to strengthen Renesas’ GaN production capabilities in response to surging demand across critical power electronics applications...

The Canadian government is to spin off the Canadian Photonics Fabrication Centre (CPFC) — the nation’s only end-to-end pure-play III-V compound semiconductor wafer manufacturing facility — into a commercial entity...

Photonic quantum computing company Xanadu Quantum Technologies Ltd of Toronto, ON, Canada, and EV Group of St Florian, Austria — a supplier of wafer bonding and lithography equipment for semiconductor, micro-electro-mechanical systems (MEMS) and nanotechnology applications — have announced a strategic partnership to develop critical heterogeneous integration and wafer bonding processes to facilitate the scalability of photonic quantum systems...

Epitaxial deposition and process equipment maker Veeco Instruments Inc of Plainview, NY, USA has received orders totaling more than $250m from multiple customers for its Spector ion beam deposition (IBD), Lumina metal-organic chemical vapor deposition (MOCVD) and its WaferEtch wet processing systems. Driven by momentum in silicon photonics, these orders support the manufacturing of indium phosphide (InP) lasers, with deliveries beginning in 2026 and significantly accelerating in 2027...

The UK Semiconductor Centre (UKSC) has appointed its first chief executive officer to deliver on its vision of establishing the UK as a global leader in semiconductors by accelerating scale-up, investment and commercial growth across the sector...

Power Integrations Inc of San Jose, CA, USA (which provides high-voltage integrated circuits for energy-efficient power conversion) has appointed Michael Balow as senior VP, worldwide sales. He joins the executive management team with responsibility for leading the global sales organization, channel strategy and growth initiatives...

For first quarter 2026, AXT Inc of Fremont, CA, USA — which makes gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge) substrates and raw materials at plants in China — has reported revenue of $26.9m, up 17% on $23m last quarter and 39% on $19.4m a year ago, and slightly above the forecasted $26m as export permits came in slightly better than guidance...

STMicroelectronics of Geneva, Switzerland has introduced two 100W VIPerGaN high-voltage converters, extending wide-bandgap energy savings throughout domestic appliances, building and home automation, smart lighting, and consumer products including televisions and device chargers...

Gallium nitride (GaN) power IC and silicon carbide (SiC) technology firm Navitas Semiconductor Corp of Torrance, CA, USA has appointed semiconductor veteran Davin Lee to its board, serving on the Compensation Committee and the Governance and Sustainability Committee. He will stand for re-election in 2027 as a Class III director...

Confirming its preliminary figures released on 14 April, for first-quarter 2026 deposition equipment maker Aixtron SE of Herzogenrath, near Aachen, Germany has reported revenue of €59.4m, down 47% on €112.5m a year ago and down 68% on €187m last quarter, but within the guidance of €65m±€10m. Of total revenue, as much as 40% came from after-sales, and only 60% from equipment sales (€35.7m, down 52% on €87.7m, or 78% of total revenue, a year ago)...

Electric vehicles should be better for the environment, powerful, but also affordable. However, their on-board chargers (OBCs) are hindering progress, as existing models are reaching their limits in terms of efficiency, size and reliability. The European Union (EU)-funded HiPower 5.0 project aims to revolutionize this technology...

Global smartphone shipments grew 1% year-on-year (YoY) in first-quarter 2026 to 298.5 million units, according to market research firm Omdia. The quarter was shaped by two opposing forces. Vendor-led front-loading (as Samsung, Apple, and others accelerated sell-in ahead of expected inflation in memory and component costs) supported momentum and contributed to performance exceeding initial industry expectations. However, macroeconomic headwinds continued to weigh on end-consumer demand. Persistent inflation has compressed household discretionary budgets, creating a widening gap between channel sell-in and underlying sell-out. This imbalance is expected to lead to a more pronounced correction in second-quarter 2026 and second-half 2026...

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Wolfspeed Inc of Durham, NC, USA — which makes silicon carbide (SiC) materials and power semiconductor devices — has appointed two executives to strengthen its leadership team and support its continued growth and engagement with customers, investors and stakeholders, as the firm accelerates global expansion, deepens engagement with policymakers and advances its long-term growth strategy...

Applied Optoelectronics Inc (AOI, a designer and manufacturer of optical and hybrid fibre-coaxial networking products for AI data centers, cable TV and broadband fiber access networks) has been awarded a Texas Semiconductor Innovation Fund (TSIF) grant for $20,852,518 to support its manufacturing expansion plans in Sugar Land, Texas...

Epiwafer and substrate maker IQE plc of Cardiff, Wales, UK has announced a strategic investment from customer MACOM Technology Solutions Inc of Lowell, MA, USA, and other existing shareholders, raising gross cash proceeds of about £81m...

Photonic application-specific integrated circuit (PASIC) chip designer and manufacturer OpenLight of Goleta, Santa Barbara, CA, USA (which launched as an independent company in 2022, introducing the first open silicon photonics platform with heterogeneously integrated III-V lasers, modulators, amplifiers and detectors) has raised an additional $50m in a Series A-1 round. Including the $34m Series A funding secured in August 2025, total funding is now $84m...

Intelligent power and sensing technology firm onsemi of Scottsdale, AZ, USA and China-based Geely Auto Group Co Ltd have expanded their global strategic collaboration aimed at accelerating the development of next-generation electric and hybrid vehicles. The partnership deepens system-level integration of onsemi’s EliteSiC silicon carbide technologies across Geely’s vehicle platforms to drive faster, more efficient EV development...