Semiconductor today

For second-quarter 2025, epitaxial deposition and process equipment maker Veeco Instruments Inc of Plainview, NY, USA has reported revenue of $166.1m, down slightly on $167.3m last quarter and 6% on $175.9m a year ago, but exceeding the $135–165m guidance...

Sivers Semiconductors AB of Kista, Sweden (which supplies RF beam-former ICs for SATCOMs and photonic lasers for AI data centers) has appointed Heine Thorsgaard as its new chief financial officer (CFO), effective 1 September, responsible for global finance, investor relations and IT operations...

Lumentum Holdings Inc of San Jose, CA, USA (which designs and makes optical and photonic products for optical networks and lasers for industrial and consumer markets) is to fund a major capacity expansion of its US-based semiconductor facility...

For its fiscal third-quarter 2025 (ended 27 June), Skyworks Solutions Inc of Irvine, CA, USA (which manufactures analog and mixed-signal semiconductors) has reported revenue of $965m, up 5% on $953.2m last quarter and 7% on $905.5m a year ago. This exceeds the $920–960 guidance, fueled by an upside in the Mobile segment and sustained strength across the Broad Markets segment...

For second-quarter 2025, gallium nitride (GaN) power IC and silicon carbide (SiC) technology firm Navitas Semiconductor Corp of Torrance, CA, USA has reported revenue of $14.49m, down on $20.47m a year ago but up slightly on $14m last quarter...

Materials, networking and laser technology firm Coherent Corp of Saxonburg, PA, USA has inaugurated its new $127m manufacturing facility in Nhon Trach Industrial Park, Dong Nai province, southern Vietnam, which will produce precision-engineered materials and photonics components used in applications spanning smartphones and electric vehicles to advanced medical devices...

k-Space Associates Inc of Dexter, MI, USA — which produces thin-film metrology instrumentation and software — has recruited Heidi Olson as its new sales director, supporting its global growth in the semiconductor and photovoltaics industries and continuing to build out its presence in the glass manufacturing, solar and industrial markets...

For second-quarter 2025, AXT Inc of Fremont, CA, USA — which makes gallium arsenide (GaAs), indium phosphide (InP) and germanium (Ge) substrates and raw materials — has reported revenue of $18m, down 7.2% on $19.4m last quarter and 35.5% on $27.9m a year ago. This is below the guidance of $20–22m provided on 1 May, but at the top end of the revised guidance of $17.5–18m issued on 9 July...

Efficient Power Conversion Corp (EPC) of El Segundo, CA, USA — which makes enhancement-mode gallium nitride on silicon (eGaN) power field-effect transistors (FETs) and integrated circuits for power management applications —says that the Beijing IP Court has denied the appeal filed by China-based gallium nitride-on-silicon (GaN-on-Si) power solutions firm Innoscience (Suzhou) Technology Co Ltd, reaffirming the validity of EPC’s Chinese Patent No. ZL201080015425.X, ‘Compensated gate MISFET and method for fabricating the same’...

Wolfspeed Inc of Durham, NC, USA — which makes silicon carbide (SiC) materials and power semiconductor devices — has appointed Bret Zahn as VP & general manager of its Automotive business as it continues to enhance its leadership team amid its strategic expansion in high-growth markets...

Specialty semiconductor and performance materials producer 5N Plus Inc (5N+) of Montreal, Québec, Canada has entered into a new and expanded supply agreement with cadmium telluride (CdTe) thin-film photovoltaic (PV) module maker First Solar Inc of Tempe, AZ, USA including revised terms to the contract period underway (2025–2026) to reflect increased semiconductor compound volume commitments, as well the terms for the subsequent contract period (2027–2028), also reflecting increased volumes...

Alcoa of Australia Ltd (a subsidiary of Alcoa Corp, which provides bauxite, alumina and aluminium products) has announced a joint development agreement (JDA) with Japan Australia Gallium Associates Pty Ltd (JAGA) — a Perth-based joint venture formed in March between Sojitz Corp and Japan Organization for Metals and Energy Security (JOGMEC) — to explore the feasibility of a gallium project to be co-located at one of Alcoa’s operating alumina refineries in Western Australia...

Kyma Technologies of Raleigh, NC, USA and Novel Crystal Technology Inc (NCT) of Sayama, Saitama, Japan are collaborating to develop gallium oxide (Ga2O3) epiwafers, aiming to accelerate the commercialization of Ga2O3 devices for high-voltage power electronics applications including electric vehicles, renewable energy, aerospace, and industrial systems...

Intelligent power and sensing technology firm onsemi of Scottsdale, AZ, USA says that its EliteSiC M3e silicon carbide (SiC) technology is powering an 800V drive platform featured in select YU7 electric sport utility vehicle (SUV) models made by China-based Xiaomi. The EliteSiC M3e platform features what is claimed to be superior performance and efficiency, enabling automakers to design smaller, lighter and more robust traction systems for electric vehicles (EV)...

LED chip maker San’an Optoelectronics of Xiamen City, Fujian Province, China and Malaysia-based outsourced semiconductor assembly & test (OSAT) service provider Inari Amertron Berhad have entered into a definitive agreement to acquire Netherlands-based LED product and lighting maker Lumileds Holding B.V. and its European and Asian subsidiaries (Lumileds International)...

Photonic simulation CAD software developer Photon Design Ltd of Oxford, UK says that the quantum dot (QD) module for its HAROLD laser simulation tool is now available as a release candidate for customer evaluation...

Zhiting Tian, a professor in Cornell University’s Sibley School of Mechanical and Aerospace Engineering, has been selected as the recipient of the Defense Advanced Research Projects Agency (DARPA) Director’s Fellowship Award, a selective award given annually to the top performers in the DARPA Young Faculty Award pool...

InnoScience (Suzhou) Technology Holding Co Ltd — which manufactures gallium nitride on silicon (GaN) power chips on 8” silicon wafers — says that, with large AI models and high-performance computing placing higher demands on power supply systems, it is collaborating with NVIDIA of Santa Clara, CA, USA to jointly promote the large-scale implementation of an 800VDC power architecture in AI data centers...

Infineon Technologies AG of Munich, Germany says that the Munich District Court (Landgericht München I) has ruled in favor of it in a first instance patent infringement case alleging the unauthorized use of its patented gallium nitride (GaN) technologies by InnoScience (Suzhou) Technology Holding Co Ltd, which manufactures GaN-on-Si power chips on 8” silicon wafers...

Gallium nitride (GaN) power IC and silicon carbide (SiC) technology firm Navitas Semiconductor Corp of Torrance, CA, USA says that its GaNSense Control ICs are to power the next-generation 90W GaN charger of China’s Xiaomi...