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MACOM unveils five-year, $345m plan to expand 100mm GaN and GaAs production and introduce 150mm GaN
What happened
MACOM announced a five-year, $345 million capital investment plan to modernize and expand its 100mm GaN and GaAs wafer fabs in the US, while introducing 150mm GaN production. This expansion aims to increase supply for RF, microwave, and analog applications. Bearish: The significant, long-term capacity increase for GaN/GaAs RF components could alleviate supply constraints and exert downward pressure on future prices.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
GaN RFGaAs RF
MACOM Technology Solutions Inc.
capacity-expansioncapexRF-components
Source and time
Source: Semiconductor Today · 1/14/2025 · View original source
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