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Transphorm’s quarterly revenue up 129% year-on-year

What happened

Transphorm reported Q3 FY2022 revenue of $4.6 million, a 129% year-on-year increase from $2 million. The growth is attributed to strong demand for its JEDEC- and AEC-Q101-qualified gallium nitride (GaN) FETs in high-voltage power conversion applications. 关注: This significant revenue beat signals robust end-market demand for GaN power semiconductors, which traders should monitor for potential tightening in the specialized GaN wafer and epitaxy supply chain.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

GaN FETsPower Semiconductors
Transphorm Inc
earningsrevenue-growthgan

Source and time

Source: Semiconductor Today · 2/11/2022 · View original source

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