Losing its supply deal with RF Micro Devices will put a Â£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.
Alfalight, JDSU and nLight vie for attention with their new product releases at the Laser â€“ World of Photonics show in Munich this week, promising wider operational temperature ranges, higher power and brighter diodes.
With the optical communication industry pinning its hopes on 10Gbit/s transmission rates and above, a money manager forecasts differing fortunes for some of the key compound semiconductor companies in the market.
If implemented, the US International Trade Commission's decision to ban imports of new 3G cell phone handsets that contain Qualcomm chips will have a negative impact on GaAs manufacturers Anadigics and TriQuint Semiconductor, says a Morgan Stanley analyst.
Finnish start-up OptoGaN raises €5 million in venture capital; silicon-on-sapphire specialist Peregrine and its partner Oki Electric are now manufacturing 2.5 million "UltraCMOS" devices every week; metals supplier Williams Advanced Materials opens a new facility in the Czech Republic.
The UK government finally sits up and takes notice of the potential of solid-state lighting, backing a consortium including GaAs wafer manufacturer Filtronic, Qinetiq and Cambridge University to develop GaN emitters based on 6 inch silicon substrates.
Eyeing a total addressable market that it believes to be worth $1 billion, RF Micro Devices introduces five 48 V GaN power transistors and says that volume production should begin in the second half of this year.