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Qorvo® announced financial results for the Company’s fiscal 2025 third quarter ended December 28, 2024. On a GAAP basis, revenue for Qorvo’s fiscal 2025 third quarter was $916.3 million, gross margin was 42.7%, operating income was $53.0 million, and diluted earnings per share was $0.43. On a non-GAAP basis, gross margin was 46.5%, operating income was $177.9 million, and diluted earnings per share was $1.61.
Bob Bruggeworth, president and chief executive officer of Qorvo, said, “Qorvo is executing on a broad set of strategic initiatives to expand margin, generate strong free cash flow, and increase shareholder value. During the December quarter, we continued to successfully support our largest customer, who represented approximately 50% of sales. Within our Android 5G product portfolio, we are narrowing our focus to the higher-value flagship and premium tiers, where customers value Qorvo’s differentiated products. In HPA, we had record Defense & Aerospace quarterly revenue and expect continued strength in the March quarter. As we continue to execute on our growth and diversification strategy, we expect HPA and CSG to deliver double-digit growth in fiscal 2025 and next fiscal year.”
Financial Commentary and Outlook
Grant Brown, chief financial officer of Qorvo, said, “Qorvo exceeded the midpoint of our December quarter non-GAAP guidance in revenue, gross margin, and EPS. During the quarter, we took proactive steps to change how we support our Android business. These actions will reduce operating expense and are expected to benefit gross margin in our fiscal 2026. Subsequent to the quarter, we divested our silicon carbide business. These actions, in aggregate, are expected to support a high-40%’s gross margin in seasonally strong quarters of fiscal 2026 and additional gross margin improvement in fiscal 2027.”
Qorvo’s current outlook for the March 2025 quarter is:
- Quarterly revenue of approximately $850 million, plus or minus $25 million
- Non-GAAP gross margin between 43% and 44%
- Non-GAAP diluted earnings per share between $0.90 and $1.10
Original – Qorvo
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Power Integrations announced MotorXpert™ v3.0, a software suite for configuration, control and sensing of BLDC inverters that utilize the company’s BridgeSwitch™ motor-driver ICs. The latest release of the software incorporates Power Integrations’ shuntless and sensorless technology for field-oriented control (FOC), adding support for advanced modulation schemes and unconditional startup under any load condition, along with significant improvements to the host user interface and debugging tools.
Cristian Ionescu-Catrina, product marketing manager at Power Integrations said: “MotorXpert simplifies single- and three-phase sensorless motor-drive designs. In this version 3.0 release, we have added a two-phase modulation scheme, which is ideal for applications that work in high temperature environments such as hot-water circulation pumps. The new modulation reduces inverter switching losses by 33 percent. Version 3.0 also features a five-fold improvement to our waveform visualization tool and an enhanced zoom function, giving developers substantially more information for motor tuning and debugging.”
MotorXpert 3.0 comprises three main sections:
- Sophisticated mathematical algorithms resident on the local MCU or DSP construct accurate feedback signals from the BridgeSwitch IC and provide real-time control of the switching patterns.
- A host-side application interprets inverter actions and displays critical data in actionable format for engineering analysis.
- The easy-to-use control interface permits development engineers to experiment and quickly converge to a final product.
MotorXpert suite is MCU-agnostic and includes a comprehensive porting guide to simplify deployment with a wide range of MCUs. It is implemented in common C language to MISRA standards.
The MotorXpert v3.0 host-side application includes a graphical user interface with Power Integrations’ digital oscilloscope visualization tool that makes it easy to design and configure parameters and operation and simplifies debugging. Parameter tool tips and a tuning assistant improve the development process, and the intuitive parameter list provides easy motor tuning.
The new version also features both V/F and I/F control, which permits motor startup in any load condition. A selectable two-phase modulation scheme allows developers to trade off temperature of the inverter vs torque ripple which is beneficial in applications such as hot water circulation pumps, reducing heatsinking requirements and enclosure cost. Development time is greatly reduced by the included single- and three-phase code libraries with sensorless support, reference designs, and other tools such as a power supply design and analysis tool.
The BridgeSwitch IC is a half-bridge motor driver of low RDSON FREDFET switches, controllers and drivers in a thermally efficient package. Sensorless feedback, fault reporting, and self and load protection are also available for applications from 30 W to 1 HP (750 W).
Applications include indoor and outdoor air conditioning fans, refrigerator compressors, fluid pumps, washing machine and dryer drums, range hoods, industrial fans and heat pumps.
MotorXpert v3.0 is available at no cost with an end-user license agreement. The software suite comes with a quick start guide, software manual, MCU porting guide, single- and three-phase software libraries and a video tutorial. For further information, contact a Power Integrations sales representative or one of the company’s authorized worldwide distributors— DigiKey, Newark, Mouser and RS Components, or visit power.com.
Original – Power Integrations
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Texas Instruments Incorporated (TI) reported fourth quarter revenue of $4.01 billion, net income of $1.21 billion and earnings per share of $1.30. Earnings per share included a 2-cent benefit that was not in the company’s original guidance.
Regarding the company’s performance and returns to shareholders, Haviv Ilan, TI’s president and CEO, made the following comments:
- “Revenue decreased 3% sequentially and 2% from the same quarter a year ago.
- “Our cash flow from operations of $6.3 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production. Free cash flow for the same period was $1.5 billion.
- “Over the past 12 months we invested $3.8 billion in R&D and SG&A, invested $4.8 billion in capital expenditures and returned $5.7 billion to owners.
- “TI’s first quarter outlook is for revenue in the range of $3.74 billion to $4.06 billion and earnings per share between $0.94 and $1.16. We now expect our 2025 effective tax rate to be about 12%.”
Original – Texas Instruments
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Wolfspeed, Inc. introduced its new Gen 4 technology platform, which enables design rooted in durability and efficiency, all while reducing system cost and development time. Engineered to simplify switching behaviors and design challenges commonly experienced in high-power designs, Gen 4 charts a long-term roadmap across Wolfspeed’s product categories, including power modules, discrete components, and bare die products. These products are currently available in the 750V, 1200V and 2300V classes.
“We understand that each application’s design comes with a unique set of requirements,” said Jay Cameron, senior vice president of Wolfspeed power products. “From its inception, our goal for Gen 4 has been to improve overall system efficiency in real-world operating environments, with a focus on delivering maximum performance at the system level. Gen 4 enables design engineers to create more efficient, longer-lasting systems that perform well in tough operating environments at a better overall system cost.”
Silicon carbide technology is one of the fastest growing components of both the power device market and the greater semiconductor industry. A superior alternative to silicon, silicon carbide is ideal for high power applications – such as EV powertrains, e-mobility, renewable energy systems, battery energy storage systems, and AI data centers – that unlocks improved performance and lower system costs.
As the U.S. and the globe pursue more efficient and environmentally friendly solutions to meet the world’s ever-increasing need for high-voltage energy sources, it is crucial that the U.S. continue to make strategic investments to cement its technological dominance, while continuing to spur American innovation in critical technologies.
Wolfspeed is the only silicon carbide producer with both silicon carbide material and silicon carbide device fabrication facilities based in the United States, a factor that is becoming increasingly important under the new U.S. Administration’s increased focus on national security and investment in U.S. semiconductor production.
“Innovative technology unlocks business opportunity,” said Devin Dilley, president and chief product officer, EPC Power, a U.S.-based utility-scale inverter manufacturer. “Wolfspeed’s new Gen 4 SiC technology is enabling EPC Power to make a paradigm shift in how energy is created and stored globally.”
“As the world-leader in silicon carbide technology, based on American IP and delivered through U.S.-based fabrication facilities, Wolfspeed has been relentless in our drive to continue to innovate and bring our silicon carbide solutions to more and more industries with increasingly challenging use cases,” said Wolfspeed Executive Chairman, Tom Werner. “Our Gen 4 platform will be delivered via our highly efficient 200mm wafers, which will enable us to deliver products on a scale and level of yield not seen in this industry before.”
Wolfspeed’s Gen 4 platform was designed to comprehensively improve system efficiency and prolong application life, even in harshest of environments, while helping to reduce system cost and development time. The technology will deliver significant performance enhancements for designers of high-power automotive, industrial, and renewable energy systems, with key benefits including:
- Holistic System Efficiency: Delivering up to a 21% reduction in on-resistance at operating temperatures with up to 15% lower switching losses.
- Durability: Ensuring reliable performance, including a short-circuit withstand time of up to 2.3 µS to provide additional safety margin.
- Lower System Cost: Streamlining design processes to reduce system costs and development time.
Learn more in Wolfspeed’s white paper “Gen 4 Silicon Carbide Technology: Redefining Performance and Durability in High-Power Applications”.
Wolfspeed’s Gen 4 products are available in 750V, 1200V and 2300V nodes, with options for power modules, discrete components, and bare die products. New product introductions, including additional footprints and RDSON ranges, will be available throughout 2025 and early 2026.
Original – Wolfspeed
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Analog Devices, Inc. announced the appointment of Andrea F. Wainer, a seasoned healthcare executive, to its Board of Directors as an independent director. She will also serve as a member of the Board’s Nominating and Corporate Governance Committee.
“We are delighted to welcome Andrea to the ADI Board, as her deep experience and leadership in the healthcare sector will provide ADI with an important source of wisdom and knowledge as we navigate the rich opportunity landscape ahead of us,” said Vincent Roche, ADI’s CEO and Chair.
Wainer is a highly versatile, results-oriented leader with expertise leading innovative businesses at Abbott Laboratories (Abbott), Pfizer and Astellas Pharma. Since 2019, she has served as Executive Vice President, Rapid and Molecular Diagnostics at Abbott. In this role, she leads three businesses – one focused on molecular diagnostics and the analysis of DNA and RNA at the molecular level, the second a provider of rapid point-of-care diagnostics, and the third delivers a leading hand-held point-of-care device.
Previous roles held include President, Abbott Molecular Diagnostics; President, Abbott Animal Health; and Divisional Vice President/General Manager, Abbott Renal Care.
Wainer also serves as a member of the Board of Trustees of the Goodman Theatre.
She earned a Bachelor’s Degree in Accounting from the John M. Olin School of Business, Washington University and a Master’s Degree in Business Administration from the Kellogg School of Management, Northwestern University.
Original – Analog Devices
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Efficient Power Conversion Corporation (EPC) announced the launch of the EPC91104, a high-performance 3-phase BLDC motor drive inverter reference design. This innovative design is ideal for powering compact, precision motors in humanoid robots, such as those used for wrist, finger, and toe movements.
The EPC91104 evaluation board uses the EPC23104 ePower™ Stage IC, offering a maximum RDS(on) of 11 mΩ and supporting DC bus voltages up to 80 V. The design supports up to 14 Apk steady-state and 20 Apk pulsed current, ensuring reliable performance for humanoid robot applications that require fine motor control and precision.
Key Features of the EPC91104
- Wide Voltage Range: Operates between 14 V and 80 V, accommodating a variety of battery systems
- Compact Design: Suitable for space-constrained robotics
- Advanced Protection: Includes overcurrent and input undervoltage protection, ensuring reliability in demanding applications
- Optimized Efficiency: Low-distortion switching reduces torque ripple and motor noise
Humanoid robots demand motors with precision and compactness, and the EPC91104 is specifically designed to meet those needs for applications like small joint actuation,
said Alex Lidow, CEO of EPCFor higher-current requirements, such as elbow and knee motors in humanoid robots, EPC offers the EPC9176 board in the same family. With enhanced current capacity, the EPC9176 complements the EPC91104 to cover a full range of motor drive applications in humanoid robotics.
The EPC91104 is compatible with controller boards from leading manufacturers, including Microchip, Texas Instruments, STMicroelectronics, and Renesas, offering engineers flexibility in development. It is equipped with comprehensive sensing and protection features, ensuring rapid prototyping and testing.
Original – Efficient Power Conversion
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SemiQ Inc. announced a family of 1700 V SiC MOSFETs designed to meet the needs of medium-voltage high power conversion applications, such as photovoltaic and wind inverters, energy storage, EV and road-side charging, uninterruptable power supplies, and induction heating/welding.
The high-speed QSiC™ 1700 V switching planar D-MOSFETs enable more compact system designs at large scale, with higher power densities and lower system costs. They feature a reliable body diode, capable of operation at up to 175oC, with all components tested to beyond 1900 V, and UIL avalanche tested to 600 mJ.
The QSiC 1700 V devices are available in both a bare die form (GP2T030A170X), and as a 4-pin TO-247-4L-packaged discrete (GP2T030A170H) with drain, source, driver source and gate pins. Both are also available in an AEC-Q101 automotive qualified version (AS2T030A170X and AS2T030A170H).
The MOSFETs deliver low switching and conduction losses, low capacitance and feature a rugged gate oxide for long-term reliability, with 100 percent of components undergoing wafer-level burn in (WLBI) to screen out potentially weak oxide devices.
SemiQ has also announced a series of three modules as part of the family to simplify system design, this includes a standard-footprint 62 mm half-bridge module housed in an S3 package with an AIN insolated baseplate, as well as two SOT-227 packaged power modules.
The QSiC 1700 V series’ bare die MOSFET comes with an aluminum (Al) top side and nickel/silver (Ni/Ag) bottom side. Both it and the TO-247-4L packaged device have a power dissipation of 564 W, with a continuous drain current of 83 A (at 25oC, 61A at 100oC) and a pulsed drain current of 250 A (at 25oC). They also feature a gate threshold voltage of 2.7 V (at 25oC, 2.1 V at 125oC), an RDSON of 31 mΩ (at 25oC, 57 mΩ at 125oC), a low (10n A) gate source leakage current and a fast reverse recovery time (tRR) of 17 ns. The TO-247-4L package has a junction to case thermal resistance of 0.27oC per watt.
The two 4-pin power modules are housed in a 38.0 x 24.8 x 11.7 mm SOT-227 design and deliver an increased power dissipation of 652 W with an increased continuous drain current of 123 A (at 25oC – GCMX015A170S1E1) and 88 A (at 25oC GCMX030A170S1-E1). In addition to low switching losses, both modules have a low junction-to-case thermal resistance of 0.19oC and 0.36oC per watt and feature an easy-mount design for direct mounting of the isolated package to a heatsink.
The half-bridge module is housed in a 61.4 x 106.4 x 30.9 mm 9-pin S3 package and delivers a power dissipation of 2113 W with a continuous drain current of 397 A and a pulsed drain current of 700 A. In addition to low switching losses, the GCMX005A170S3B1-N module has a junction to case thermal resistance of 0.06oC per watt.
Original – SemiQ
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InnoScience (Suzhou) Technology Holding Co., Ltd. announced that it has initiated legal action to protect its intellectual property rights related to cutting-edge gallium nitride (GaN) semiconductor technologies. The Company, along with its wholly-owned subsidiary InnoScience (Suzhou) Semiconductor Co., Ltd. (“InnoScience Suzhou,” collectively referred to as the “Plaintiffs”), has filed complaints with the Intermediate People’s Court of Suzhou City, Jiangsu Province, PRC.
The lawsuits (case numbers (2024) Su 05 Minchu No. 1430 and (2024) Su 05 Minchu No. 1431) allege patent infringement against Infineon Technologies (China) Co., Ltd., Infineon Technologies (Wuxi) Co., Ltd., and Suzhou Chipswork Electronics Technologies Co., Ltd. (collectively, the “Defendants”). The patents in question, 202311774650.7 and 202211387983.X, cover innovative GaN power device designs and semiconductor manufacturing methods, for which InnoScience Suzhou is the patentee, with the Company holding the appropriate licenses.
Original – InnoScience Technology
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Soitec announced the appointment of Ruth Hernandez as Chief Sales Officer. She will join the Executive Committee with responsibility for driving Soitec’s commercial success.
With a proven track record in the semiconductor industry, Ruth Hernandez brings 25 years of experience working with major semiconductor companies such as Texas Instruments, Maxim Integrated and GlobalFoundries across five countries. She will play a key role in driving the next chapter of Soitec’s long-term growth strategy and strengthening Soitec’s customer networks.
Ruth succeeds Yvon Pastol who will leave the company on January 31, after having led the global Sales organization since August 2020.
Ruth Hernandez said: “I am honored and excited to join the Executive Committee of Soitec, a world leader in innovative semiconductor materials. After 25 years in this dynamic industry, I am thrilled to contribute to driving global impact through Soitec’s cutting-edge technologies that combine performance and energy efficiency.”
Pierre Barnabé, Chief Executive Officer of Soitec, stated: “On behalf of Soitec, I am delighted to welcome Ruth Hernandez as our new Chief Sales Officer. She brings a wealth of experience from her strategic leadership roles at several world-class semiconductor companies. I would also like to take this opportunity to extend my warm thanks to Yvon Pastol, thanking him for his commitment and significant contribution to Soitec over the years. I wish him all the best in his future endeavours.”
Original – Soitec
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STMicroelectronics has been recognized for the first time as a global Top Employer for 2025 by Top Employers Institute.
This year STMicroelectronics was one of only 17 global Top Employers to be recognized by Top Employers Institute for their outstanding HR policies and practices worldwide, covering ST entities in 41 countries. The Top Employers Institute program certifies organizations based on the participation and results of their HR Best Practices Survey. STMicroelectronics was distinguished in this ranking thanks to a continuous improvement approach and stands out particularly in the themes of Ethics & Integrity, Purpose & Values, Organization & Change, Business Strategy, and Performance.
“A couple of years ago, we began a people-centric transformation to enhance our leadership culture, simplify and digitalize people processes, with the employee journey and experience as our north star. Achieving the Top Employer Global certification confirms that our efforts are well-directed, and that ST is a place where every talent can thrive, regardless of their career stage or perspective,” said Rajita D’Souza, President, Human Resources & Corporate Social Responsibility, STMicroelectronics.
“We’re excited that STMicroelectronics certified as a global Top Employer for the first time. They have particularly showcased their strengths in areas such as Organisation & Change, Ethics & Integrity, Purpose & Values and Business Strategy. This Certification shows ST’s commitment to creating a better world of work through their HR initiatives and practices, by demonstrating how they support their colleagues across 41 countries,” said David Plink, CEO Top Employers Institute.
The Top Employers Institute survey, followed by validation and audit, covers six HR domains consisting of 20 topics including People Strategy, Work Environment, Talent Acquisition, Learning, Diversity & Inclusion, Wellbeing and more. The program has certified and recognized over 2,400 Top Employers in 125 countries/regions across five continents.
Original – STMicroelectronics
