NuAxiSemiconductor trade intelligence
Transphorm’s product revenue grows 25% in December quarter
What happened
Transphorm reported Q3 FY2023 revenue of $4.5M, down slightly year-over-year but up 22% sequentially, exceeding its prior growth rate. The company specializes in high-voltage GaN FETs for power conversion. Watch: Strong sequential growth suggests rising demand for GaN power devices, but the flat year-over-year comparison and lack of specific supply/demand data make the price impact uncertain.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
GaN FETs
Transphorm Inc
earningsrevenue-growthpower-semiconductors
Source and time
Source: Semiconductor Today · 2/23/2023 · View original source
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