SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

<p class="P1" data-sourcepos="5:1-5:332;128-459">SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and into a more hardware-intensive phase, strengthening expectations that next-generation satellite networks and direct-to-device services will raise demand for higher-power radio-frequency components.