Transphorm’s full-year product revenue grows 21%

What happened

Transphorm reported Q4 FY2023 revenue of $3.192m, down from $4.493m last quarter and $4.927m YoY, attributing the decline primarily to a delayed government contract. Full-year product revenue grew 21%, meeting the quarterly target of $3.2m in product revenue. Watch: The quarterly miss is offset by the contract delay explanation and full-year growth, creating mixed signals for near-term component pricing and availability.

Impact and signal

Affected components and suppliers

Source and time

Source: Semiconductor Today · 6/30/2023 · View original source