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TriQuint, Win Semi survive GaAs fab shakeout

Posted: 12 Oct 2007 ?? ?Print Version ?Bookmark and Share

Keywords:GaAs foundry shakeout? pure-play foundry? process technology?

The expected shakeout in the GaAs foundry business has reached a crescendo, with three vendorsSuntek, GCTC and Knowledge*Onreportedly exiting the market, leaving only a handful of companies in the arena.

Meanwhile, U.S.-based TriQuint Semiconductor Inc. remains the world's largest provider of GaAs foundry services and Taiwan's Win Semiconductor remains in the mix.

"Win Semiconductor is the world's largest pure-play GaAs foundry company. As a privately held company with strong financial backing from its investors, Win Semiconductor has been able to continually invest in new process technology and resources," said Strategy Analytics analyst Asif Anwar, in a statement.

"With expansion plans in place that will effectively increase the company's wafer capacity by 200 percent in 2008, Win Semiconductor is well positioned to stretch its lead over competitors," he said.

"Together, TriQuint and Win Semiconductor accounted for over 60 percent of the total GaAs foundry market in 2006," added Stephen Entwistle, an analyst with the firm.

"While TriQuint is not a pure-play foundry, the foundry services offered by TriQuint are an integral component of the company's success and TriQuint will continue to be the world's largest GaAs foundry in 2007," he added.

- Mark LaPedus
EE Times

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