Gary Lerude, MWJ Technical Editor

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Qorvo said the export ban on Huawei is expected to reduce this quarter's revenue by some $50 million. For the most recent fiscal year, which ended March 30, Huawei contributed 15 percent of Qorvo's total revenue, approximately $469 million.

Catching up on the recent announcements from fabless RFIC start-up Altum RF: Joining Greg Baker, CEO, are cofounders Niels Kramer and Tony Fattorini. Based in Eindhoven, Kramer is the managing director for Europe and VP of marketing; Fattorini, based in Sydney, is VP of Engineering.

In an unexpected move, MACOM announced this morning that Stephen Daly has replaced John Croteau as president and CEO. Daly is a member of MACOM’s board and previously served as president, CEO and chairman of Hittite. MACOM did not disclose what prompted the change, saying only that Croteau resigned May 15 and will serve in an advisory role for the next two months, to assist with the leadership transition.

During Qorvo's fourth quarter earnings call on Tuesday, we learned the acquisition of Active-Semi International closed Monday, and Qorvo expects the business to contribute $50 million in revenue during its first year.

Despite weak mobile phone sales in China, Skyworks reported respectable financial performance for fiscal Q2, while focusing on design wins in the broad markets segment and renewed prosperity from the next-generation of mobile phone ramps later this year.

Wolfspeed's revenue grew 72 percent year-over-year in Q3, accompanied by improved gross margin. However, 5G demand for the company's GaN transistors has exceeded capacity, and Cree CEO Gregg Lowe says it will take a few quarters to add the needed capacity to catch up.

Strong demand for Apple’s services, iPad, wearables and Mac computers wasn’t sufficient to offset weakness in iPhone sales, leading to a net 5 percent year-over-year (Y/Y) decline in revenue in the company’s second fiscal quarter (Q2). However, CEO Tim Cook expressed a positive outlook for iPhone sales in China, the world’s biggest cellular market.

An interview with Greg Baker, president and CEO of Altum RF, a fabless RFIC start-up aiming to fill the void from the ongoing RF semiconductor consolidation.

On March 15, the FCC adopted rules to encourage research and development in the spectrum between 95 GHz and 3 THz, creating a new category of license called the Spectrum Horizons License. In addition to offering experimental licenses, the FCC designated 21.2 GHz of spectrum as unlicensed, from 116 to 123, 174.8 to 182, 185 to 190 and 244 to 246 GHz.