Semiconductor today

For second-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 record revenue of $47.6m (up 77% on $26.9m last quarter and 164% on $18m a year ago), greatly exceeding the expected $34m...

Micro-LED material technology company Kubos Semiconductors Ltd (which was spun out of the UK’s University of Cambridge in 2017, and is now based in the Sbarc building at Cardiff University in South Wales) has raised over $2.1m to accelerate development of its cubic-phase gallium nitride (GaN) technology. This brings total funding to over $8m and will enable Kubos to enter the micro-LED market within three years through IP licensing...

Artificial intelligence (AI) interconnect technology company Palomino Laboratories Inc of Goleta, CA, USA has closed its acquisition of Vega Links Inc, creating a next-generation AI interconnect company...

BluGlass Ltd of Silverwater, Australia — which develops and manufactures gallium nitride (GaN) visible laser diodes based on its proprietary low-temperature, low-hydrogen remote-plasma chemical vapor deposition (RPCVD) technology — has provided an update for its fiscal fourth-quarter 2026 (to end-June)...

For its fiscal first-quarter 2027 (ended 27 June 2026), Qorvo Inc of Greensboro, NC, USA (which provides core technologies and RF solutions for mobile, infrastructure and defense applications) has reported revenue of $784.8m, down 2.9% on last quarter’s $808.3m and 4.2% on $818.8m a year ago...

The Supervisory Board of ams OSRAM AG of Premstaetten, Austria, and Munich, Germany has approved the reappointment of CEO Aldo Kamper and agreed to a new contract effective 1 October, and running through 30 September 2031. His previous term was set to expire on 31 March 2027. Kamper has been CEO since April 2023...

Finland-based laser developer and manufacturer Vexlum — which was spun off from Tampere University of Technology’s Optoelectronics Research Centre in 2017 and develops and manufactures high-power semiconductor vertical-external-cavity surface-emitting laser (VECSEL) technology systems — has announced the appointment of Dr Stefan Truppe as managing director of Vexlum UK, and the establishment of a dedicated laboratory in London, positioning the firm at the center of the UK’s rapidly growing quantum ecosystem...

Aeluma Inc of Goleta, CA, USA has signed a letter of intent (LOI) for up to $30m of proposed funding under the CHIPS and Science Act, which is administered by the US Department of Commerce. The award will support R&D on the firm’s scalable, non-InP (indium phosphide) semiconductor manufacturing platform for photonics...

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 entered into a definitive agreement with Lumentum Operations LLC of San Jose, CA, USA (which designs and makes photonic products for optical networks and lasers for industrial and consumer markets) for the supply and capacity reservation of indium phosphide wafer substrates...

Multi-national industrial and energy company METLEN Energy & Metals S.A. of Athens, Greece — which operates the only vertically integrated bauxite, alumina and primary aluminium production unit in the European Union (EU) with privately owned port facilities — has announced a long-term commercial agreement for the supply of about 25% of the annual gallium production from its planned production facility in Greece...

Wolfspeed Inc of Durham, NC, USA — which makes silicon carbide (SiC) materials and power semiconductor devices — has appointed Andy W. Mattes to its board of directors...

Skyworks Solutions Inc of Irvine, CA, USA and Qorvo Inc of Greensboro, NC, USA have announced the expected executive leadership team for the combined company, effective upon completion of the pending transaction...

For second-quarter 2026, gallium nitride (GaN) power IC and silicon carbide (SiC) technology firm Navitas Semiconductor Corp of Torrance, CA, USA has reported revenue of $10.5m, down on $14.5m a year ago but up 22% on $8.6m last quarter, and at the upper end of the $9.5–10.5m guidance range...

For fiscal fourth-quarter 2026 (ended 29 May), Aehr Test Systems of Fremont, CA, USA — which provides solutions for testing, burning-in and stabilizing semiconductor devices in wafer-level, singulated die, and packaged-part form — has reported greater-than-expected revenue of $18.8m, up 83% on $10.3m last quarter and 33% on $14.1m a year ago. Despite this, fiscal full year revenue of $50m for 2026 is still down on $59m for 2025...

Lumentum Holdings Inc of San Jose, CA, USA (which designs and makes photonic products for optical networks and lasers for industrial and consumer markets) says that president & CEO Michael Hurlston has been selected to receive the 2026 Optica i4 Individual Achievement Prize, recognizing his leadership and contributions to the global optics and photonics industry. The award is being presented on 24 September during the Global Photonics Economic Forum 2026 in Málaga, Spain...

Photonic simulation CAD software developer Photon Design Ltd of Oxford, UK says that it has enabled pioneering, multi-junction vertical-cavity surface-emitting laser (VCSEL) simulation, within its HAROLD simulation tool...

On 23 July, the Vermont Gallium-Nitride (V-GaN) Tech Hub hosted an open house to showcase its new Test and Characterization Facility (TCL), which is described as a critical resource for accelerating the transition of advanced semiconductor technologies from development to commercial deployment...

Since the development of power diodes and thyristors in the 1950s, silicon has been the dominant material for power electronics across applications ranging from electric vehicles to wind turbines. However, the emergence of wide-bandgap semiconductors such as silicon carbide (SiC) and gallium nitride (GaN) has enabled industry to push to higher voltages and smaller form factors while increasing efficiency and maintaining reliability. At the same time, early-stage research into the next generation of semiconductor materials, ultrawide-bandgap (UWBG) semiconductors, threatens to disrupt this space further...

A Chinese research team has achieved consecutive breakthroughs in gallium nitride (GaN) heterojunction bipolar transistors (HBTs), with results published in IEEE Electron Device Letters (IEEE EDL) in both 2025 and 2026. The 2026 paper was selected as an Editor’s Pick, marking a transition for GaN HBTs from frequency characterization to practical power application evaluation...

Gallium nitride (GaN) power IC and silicon carbide (SiC) technology firm Navitas Semiconductor Corp of Torrance, CA, USA and South Korea-based Magnachip Semiconductor Corp (which designs and manufactures of analog and mixed-signal power semiconductor platform solutions) have announced a strategic partnership to accelerate adoption of SiC technologies in high-voltage (HV) and ultra-high-voltage (UHV) power markets...