Transcom Inc., Taiwan’s solely compound semiconductor IDM and a producer of energy amplifier monolithic microwave built-in circuit (PA MMIC), launched its October gross sales figures on November 3. The corporate reported NT$116 million (US$3.6 million) in income, marking a sequential improve of seven.75% and a year-on-year improve of 23.75%, setting a document excessive for October gross sales.
Thus far in 2023, Transcom has achieved an amassed income of NT$993 million from January to October, representing a 22.97% improve in comparison with the identical interval final yr. The corporate attributes this efficiency to the height delivery season for Taiwan’s protection contracts, together with Transcom’s newly developed merchandise for unmanned aerial automobile (UAV) and low earth orbit (LEO) satellite tv for pc purposes. Notably, within the first ten months of 2023, Transcom has skilled a 20% development in shipments of energy amplifier modules and sub-systems because of Taiwan’s protection procurement, which is predicted to peak on the finish of the yr, additional boosting the corporate’s gross sales.
Along with Taiwan’s state-owned navy R&D institute, the Nationwide Chung-Shan Institute of Science and Know-how (NCSIST), Transcom is increasing its buyer base abroad. As revealed in Transcom’s Q2 2022 earnings name, its prospects embrace Rafael, Israel’s nationwide R&D protection laboratory, and Elta Techniques, a subsidiary of Israel Aerospace Industries. Different prospects embrace European and US protection contractors reminiscent of Teledyne Microwave (US), Thales (France), SAAB (Sweden), and Indra (Spain).
Presently, Transcom has an annual capability of 15,000 4-inch wafers, with a give attention to two applied sciences: Pseudomorphic Excessive Electron Mobility Transistor (PHEMT) based mostly on gallium arsenide (GaAs) and HEMT based mostly on gallium nitride. For prime-power PA, a significant R&D focus of Transcom is to switch the traveling-wave tube with the GaN platform. One other R&D focus is 5G, significantly mmWave PAs.
In 2022, the Taiwan House Company (TASA) awarded a contract to Transcom to design and manufacture GaN-based PA MMIC and solid-state energy amplifier (SSPA) modules for X-band LEO satellites. The SSPA module had already handed the primary stage of trials on the finish of 2022. Additional trials, particularly these associated to house radiation, are anticipated to be carried out earlier than the tip of 2023.
