Japan remains the home of the blue laser as manufacturing ramps up, and will reap the benefits of a surprising upward average price trend. Taiwan also looks set to gain from the predictions in Strategy Analytics' 5-year forecast.
Competition in the compound semiconductor solar cell sector is cranking up, with Taiwanese GaAs fab WIN Semiconductors ordering a production tool from Aixtron, and Spanish company Isofoton rumored to be investing heavily in similar equipment.
Government dignitaries help mark the start of construction of the GaAs chip maker’s new facility, reflecting its national significance – while Johnson Matthey hopes to reap the rewards of the many more such fabs that it expects will follow.
LED lighting for automotive applications gets a boost with new AlInGaP-based packages from Avago, and Osram says it is sampling its improved five-chip LED for use in headlamps – although volume production remains 18 months away.
Losing its supply deal with RF Micro Devices will put a £10 million dent in Filtronic's fiscal 2008 sales, but new customers in the pipeline and a broader market focus mean that the business can still become profitable, according to one analyst.
UK GaAs fab Filtronic says that PHEMT production for its number-one customer - RF Micro Devices - will cease in September. As a direct result, Filtronic has put its compounds business up for sale, and is set to cut 115 jobs.