- Combines manufacturing scale, supply
security, and surge capacity from ST with MACOM’s GaN on Silicon RF
power products to address mainstream consumer, automotive, and
wireless basestation programs
- ST licenses MACOM’s technology to
supply GaN on Silicon RF power products
- Anticipated breakthrough cost structure
and power density of GaN on Silicon would enable 4G/LTE and massive
MIMO 5G antennas
MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI)
(“MACOM”), a leading supplier of high-performance RF, microwave,
millimeterwave and lightwave semiconductor products, and
STMicroelectronics (NYSE: STM), a global semiconductor leader
serving customers across the spectrum of electronics applications,
today announced an agreement to develop GaN (Gallium Nitride) on
Silicon wafers to be manufactured by ST for MACOM’s use across an
array of RF applications. While expanding MACOM’s source of supply,
the agreement also grants to ST the right to manufacture and sell
its own GaN on Silicon products in RF markets outside of mobile
phone, wireless basestation and related commercial telecom
infrastructure applications.
This press release features multimedia. View
the full release here:
http://www.businesswire.com/news/home/20180206006289/en/
Through this agreement, MACOM expects to
access increased Silicon wafer manufacturing capacity and improved
cost structure that could displace incumbent Silicon LDMOS and
accelerate the adoption of GaN on Silicon in mainstream markets. ST
and MACOM have been working together for several years to bring GaN
on Silicon production up in ST's CMOS wafer fab.
Through this agreement, MACOM expects to access increased
Silicon wafer manufacturing capacity and improved cost structure
that could displace incumbent Silicon LDMOS and accelerate the
adoption of GaN on Silicon in mainstream markets. ST and MACOM have
been working together for several years to bring GaN on Silicon
production up in ST’s CMOS wafer fab. As currently scheduled,
sample production from ST is expected to begin in 2018.
“This agreement punctuates our long journey of leading the RF
industry’s conversion to GaN on Silicon technology. To date, MACOM
has refined and proven the merits of GaN on Silicon using rather
modest compound semiconductor factories, replicating and even
exceeding the RF performance and reliability of expensive GaN on
SiC alternative technology,” said John Croteau, President and CEO,
MACOM. “We expect this collaboration with ST to bring those GaN
innovations to bear in a Silicon supply chain that can ultimately
service the most demanding customers and applications.”
“ST’s scale and operational excellence in Silicon wafer
manufacturing aims to unlock the potential to drive new RF power
applications for MACOM and ST as it delivers the economic
breakthroughs necessary to expand the market for GaN on Silicon,”
said Marco Monti, President of the Automotive and Discrete Product
Group, STMicroelectronics. “While expanding the opportunities for
existing RF applications is appealing, we’re even more excited
about using GaN on Silicon in new RF Energy applications,
especially in automotive applications, such as plasma ignition for
more efficient combustion in conventional engines, and in RF
lighting applications, for more efficient and longer-lasting
lighting systems."
“Once the $0.04/watt barrier for high power RF semiconductor
devices is crossed, significant opportunities for the RF energy
market may open up,” said Eric Higham, Director Advanced
Semiconductor Applications Service at Strategy Analytics. Higham
continued, “Potential RF energy device shipments could be in the
hundreds of millions for applications including commercial
microwave cooking, automotive lighting and ignition, and plasma
lighting, with sales reaching into the billions of dollars.”
About MACOMMACOM enables a better-connected and safer
world by delivering breakthrough semiconductor technologies for
optical, wireless and satellite networks that satisfy society’s
insatiable demand for information.
Today, MACOM powers the infrastructure that millions of lives
and livelihoods depend on every minute to communicate, transact
business, travel, stay informed and be entertained. Our technology
increases the speed and coverage of the mobile Internet and enables
fiber optic networks to carry previously unimaginable volumes of
traffic to businesses, homes and datacenters.
Keeping us all safe, MACOM technology enables next-generation
radars for air traffic control and weather forecasting, as well as
mission success on the modern networked battlefield.
MACOM is the partner of choice to the world’s leading
communications infrastructure, aerospace and defense companies,
helping solve their most complex challenges in areas including
network capacity, signal coverage, energy efficiency and field
reliability, through its best-in-class team and broad portfolio of
RF, microwave, millimeterwave and lightwave semiconductor
products.
MACOM is a pillar of the semiconductor industry, thriving for
more than 60 years of daring to change the world for the better,
through bold technological strokes that deliver true competitive
advantage to customers and superior value to investors.
Headquartered in Lowell, Massachusetts, MACOM is certified to
the ISO9001 international quality standard and ISO14001
environmental management standard. MACOM has design centers and
sales offices throughout North America, Europe, Asia and
Australia.
MACOM, M/A-COM, M/A-COM Technology Solutions, M/A-COM Tech,
Partners in RF & Microwave and related logos are trademarks of
MACOM. All other trademarks are the property of their respective
owners. For more information about MACOM, please
visit www.macom.com follow @MACOMtweets on
Twitter, join MACOM on LinkedIn, or visit the
MACOM YouTube Channel.
About STMicroelectronicsST is a global leader in the
semiconductor market serving customers across the spectrum of sense
and power and automotive products and embedded processing
solutions. From energy management and savings to trust and data
security, from healthcare and wellness to smart consumer devices,
in the home, car and office, at work and at play, ST is found
everywhere microelectronics make a positive and innovative
contribution to people's life. By getting more from technology to
get more from life, ST stands for life.augmented. In 2016, the
Company’s net revenues were $6.97 billion. Further information on
ST can be found at www.st.com.
Special Note Regarding Forward-Looking StatementsThis
press release contains forward-looking statements. Forward-looking
statements include, among others, statements concerning the
anticipated development and manufacturing of GaN on Silicon wafers,
the potential uses for such wafers, potential manufacturing, cost
structure and power density benefits of GaN on Silicon, market
adoption of GaN on Silicon and the pace of such adoption,
opportunities within the RF energy market, and potential RF energy
shipments and sales. Forward-looking statements include all
statements that are not historical facts and generally may be
identified by terms such as "anticipates," "believes," "could,"
"estimates," "expects," "intends," "may," "plans," "potential,"
"predicts," "projects," "seeks," "should," "will," "would" or
similar expressions and the negatives of those terms.
These forward-looking statements reflect current views about
future events and are subject to risks, uncertainties, assumptions
and changes in circumstances that may cause those events or actual
activities or results to differ materially from those expressed in
any forward-looking statement. Neither MACOM nor ST can nor does
guarantee future events, results, actions, levels of sales or other
activity, performance or achievements. Readers are cautioned not to
place undue reliance on these forward-looking statements. A number
of important factors could cause actual results to differ
materially from those indicated by the forward-looking statements,
including the potential that the parties are unable to timely
deliver the quantities of products targeting applications at the
right price point due to design challenges, manufacturing
bottlenecks, supply shortages, yield issues or otherwise, the
potential that the expected rollout fails to occur, occurs more
slowly than the parties expect or does not result in the amount or
type of anticipated new business, lower than expected demand in the
RF market or other end markets or from OEM customers based on
seasonal effects, regulatory action or inaction, technology shifts,
standards changes, macro-economic weakness or otherwise, the
potential for greater than expected pricing pressure and average
selling price erosion based on attempts to win or maintain market
share, competitive factors, technology shifts or otherwise, the
potential inability to ramp GaN on Silicon products into volume
production with acceptable manufacturing yields to satisfy customer
demand in a timely fashion, the potential for inventory
obsolescence and related write-offs, the potential loss of access
to any in-licensed intellectual property or inability to license
technology on reasonable terms, the impact of any claims of
intellectual property infringement or misappropriation, failure to
realize the expected economies of scale, lack of adoption or
delayed adoption by customers and industries of GaN on Silicon,
failures or delays in porting and qualifying GaN on Silicon process
technology and achieving anticipated manufacturing economies of
scale, lower than expected utilization and absorption in the
manufacturing process, lack of success or slower than expected
success in developing GaN on Silicon products under the
collaboration, loss of key personnel, loss of business due to
competitive factors, product or technology obsolescence, customer
program shifts or otherwise, the potential for a shift in the mix
of products sold in any period toward lower-margin products, the
impact of supply shortages or other disruptions in supply chains,
the impact of changes in export, environmental or other applicable
laws, as well as those factors described in "Risk Factors" in
MACOM's filings with the Securities and Exchange Commission
("SEC"), including its Annual Report on Form 10-K for the fiscal
year ended September 29, 2017, as filed on November 15, 2017 or in
ST’s filings with the SEC, including its Annual Report on Form 20-F
for the fiscal year ended December 31, 2016, as filed on March 3,
2017. Neither MACOM nor ST undertakes any obligation to publicly
update or revise any forward-looking statement, whether as a result
of new information, future events or otherwise.
View source
version on businesswire.com: http://www.businesswire.com/news/home/20180206006289/en/
MACOMOzzie Billimoria, 978-656-2896Senior Marketing
Communications
Specialistozzie.billimoria@macom.comorSTMicroelectronicsMichael
Markowitz, +1-781-591-0354Director, Technical Media
Relationsmichael.markowitz@st.com
STMicroelectronics NV (NYSE:STM)
Historical Stock Chart
From Apr 2024 to May 2024
STMicroelectronics NV (NYSE:STM)
Historical Stock Chart
From May 2023 to May 2024