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[Selected Topics] Global GaAs Industry: Overview

Last Modified

2023-12-11

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Overview

Summary
Gallium Arsenide (GaAs) is recognized in the industry as the most mature compound semiconductor material after silicon. It possesses superior characteristics such as high frequency, high electron mobility, high output power, low noise, and good linearity, making it one of the most important support materials for microwave radio frequency and optoelectronics.

In recent years, a surge in applications like 5G communications, autonomous driving, advanced displays, and AI has driven an increased demand for GaAs. Consequently, manufacturers are fully committed to capturing a significant share of this growing market.

Table of Contents
1. GaAs Industry Chain: Overview

2. AI-Driven Major Transformation Boosts Demand for Optical Communication Modules and Mobile Phones PAs, Leading to a Gradual Recovery in the GaAs Industry

3. Examining Win Semiconductors: A Leading GaAs Wafer Foundry’s Operational Dynamics

4. TRI’s View

＜Total Pages：13＞

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[Selected Topics] Global GaAs Industry: Overview

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[Selected Topics] Global GaAs Industry: Overview

Overview

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[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

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[Selected Topics] DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

[Selected Topics] SK hynix Introduces HBM3e 16hi, Boosting Maximum Bit Capacity to 384GB

[Selected Topics] US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

[Selected Topics] US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Download Report

USD $200

Membership

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