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MACOM to Manufacture HRL’s 40nm GaN-on-SiC Process

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MACOM (NASDAQ:MTSI) announced an agreement to license and manufacture HRL Laboratories’ proprietary 40nm T3L GaN-on-SiC process. Under the deal MACOM receives an exclusive license to produce T3L-based products and will perform a rapid process transfer from HRL into one of MACOM’s U.S. Trusted Foundries. T3L uses a proprietary epitaxial structure and advanced gate design for improved millimeter-wave performance and reliability, and was matured under OUSD’s STARRY NITE and DARPA’s DREaM programs. HRL is jointly owned by Boeing and General Motors. MACOM said the process will enhance its high-frequency product portfolio and support commercial and defense applications.

MACOM (NASDAQ:MTSI) ha annunciato un accordo per licenziare e produrre il processo proprietario 40nm T3L GaN-on-SiC di HRL Laboratories. Nell'ambito dell'accordo MACOM ottiene una licenza esclusiva per produrre prodotti basati su T3L e eseguirà un rapido trasferimento del processo da HRL a una delle fabbriche fidate statunitensi di MACOM. Il T3L utilizza una struttura epitassiale proprietaria e un design avanzato del gate per prestazioni e affidabilità migliori a millimetronda e, è stato sviluppato nell'ambito dei programmi STARRY NITE dell'OUSD e DREaM della DARPA. HRL è di proprietà congiunta di Boeing e General Motors. MACOM ha dichiarato che il processo migliorerà il suo portafoglio di prodotti ad alta frequenza e supporterà applicazioni commerciali e di difesa.

MACOM (NASDAQ:MTSI) anunció un acuerdo para licenciar y fabricar el proceso propietario 40nm T3L GaN-on-SiC de HRL Laboratories. Bajo el acuerdo, MACOM recibe una licencia exclusiva para producir productos basados en T3L y realizará una rápida transferencia de proceso desde HRL a una de las foundries confiables de EE. UU. de MACOM. El T3L utiliza una estructura epitaxial propietaria y un diseño de compuerta avanzado para un rendimiento y fiabilidad mejorados en la banda de milímetros, y fue desarrollado bajo los programas STARRY NITE del OUSD y DREaM de la DARPA. HRL es propiedad conjunta de Boeing y General Motors. MACOM dijo que el proceso ampliará su portafolio de productos de alta frecuencia y apoyará aplicaciones comerciales y de defensa.

MACOM (NASDAQ:MTSI)는 HRL Laboratories의 독점 40nm T3L GaN-on-SiC 공정을 라이선스하고 제조하기로 한 협정을 발표했다. 이 거래에 따라 MACOM은 T3L 기반 제품을 생산할 수 있는 독점 라이선스를 얻고 HRL에서 MACOM의 미합중국 내 신뢰받는 파운드리 중 하나로 공정 이전을 신속히 수행할 것이다. T3L은 독자적인 에피탁시얼 구조와 향상된 게이트 설계로 밀리미터파 성능과 신뢰성을 개선했으며, OUSD의 STARRY NITE 및 DARPA의 DREaM 프로그램 하에서 성숙되었다. HRL은 보잉과 제너럴 모터스가 공동 소유한다. MACOM은 이 공정이 고주파 제품 포트폴리오를 강화하고 상업 및 방위 응용을 지원할 것이라고 말했다.

MACOM (NASDAQ:MTSI) a annoncé un accord visant à licencier et fabriquer le processus propriétaire 40nm T3L GaN-on-SiC de HRL Laboratories. Dans le cadre de cet accord, MACOM obtient une licence exclusive pour produire des produits basés sur T3L et effectuera un transfert rapide du procédé depuis HRL vers l'une des fonderies américaines de confiance de MACOM. Le T3L utilise une structure épitaxiale propriétaire et une conception de porte avancée pour de meilleures performances et fiabilité dans les millimétriques, et a été mûri dans le cadre des programmes STARRY NITE de l'OUSD et DREaM de la DARPA. HRL est détenue conjointement par Boeing et General Motors. MACOM a déclaré que le procédé renforcera son portefeuille de produits à haute fréquence et soutiendra des applications commerciales et de défense.

MACOM (NASDAQ:MTSI) kündigte eine Vereinbarung an, das proprietäre 40nm T3L GaN-on-SiC-Verfahren von HRL Laboratories zu lizenzieren und zu fertigen. Im Rahmen der Vereinbarung erhält MACOM eine exklusive Lizenz, um T3L-basierte Produkte zu fertigen, und wird einen schnellen Prozess-Transfer von HRL in eine der US-Vertrauensfoundries von MACOM durchführen. T3L verwendet eine proprietäre Epistruktur und ein fortschrittliches Gate-Design für verbesserte Millimeterwellen-Leistung und Zuverlässigkeit, und wurde im Rahmen der STARRY NITE-Programme des OUSD und DREaM-Programme der DARPA ausgereift. HRL ist gemeinschaftlich im Besitz von Boeing und General Motors. MACOM sagte, dass der Prozess sein Hochfrequenz-Produktportfolio erweitern und kommerzielle sowie Verteidigungsanwendungen unterstützen werde.

MACOM (NASDAQ:MTSI) أعلن عن اتفاق لترخيص وتصنيع العملية 40nm T3L GaN-on-SiC الملكية لشركة HRL Laboratories. بموجب الصفقة تحصل MACOM على ترخيص حصري لإنتاج منتجات تعتمد على T3L وستقوم بنقل العملية بسرعة من HRL إلى إحدى المصاهر الأمريكية الموثوقة التابعة لـ MACOM. يستخدم T3L بنية epitaxial مملوكة وتصميم بوابة متقدم لأداء وموثوقية محسّنة في الموجة المليمترية، وقد تم تطويره ضمن برامج STARRY NITE الخاصة بـ OUSD وبرنامج DREaM التابع لـ DARPA. HRL مملوكة بشكل مشترك من قبل بوينغ وجنرال موتورز. قالت MACOM إن هذه العملية ستعزز محفظة منتجاتها ذات التردد العالي وتدعم التطبيقات التجارية والدفاعية.

Positive
  • Exclusive license to manufacture HRL’s 40nm T3L GaN-on-SiC process
  • Planned production in a U.S. Trusted Foundry (onshore manufacturing)
  • T3L matured under OUSD STARRY NITE and DARPA DREaM programs
  • Technology targets improved millimeter-wave performance and reliability
Negative
  • None.

Insights

Exclusive license and U.S. production path should accelerate industrial scale GaN-on-SiC supply for high-frequency commercial and defense markets.

MACOM gains an exclusive manufacturing license to HRL's 40nm T3L GaN-on-SiC process and will transfer that process into a U.S. Trusted Foundry for production. The arrangement converts proven lab R&D into an industrial supply chain, moving a mature process from development to manufacturable form.

Key dependencies include the speed and fidelity of the process transfer, yield ramp at the chosen foundry, and any integration work to match MACOM product flows. The technology traces to programs run under OUSD STARRY NITE and DARPA DREaM, which supports its technical pedigree but does not guarantee manufacturing metrics.

Watch for three concrete milestones over the next 12–24 months: successful process transfer completion, initial yield targets at the Trusted Foundry, and first production shipments based on T3L. These near-term items will determine commercial and defense uptake and the agreement's practical value.

LOWELL, Mass., Nov. 04, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced that it has entered into an agreement with HRL Laboratories (“HRL”) to license and manufacture HRL’s proprietary 40nm T3L GaN-on-silicon carbide (“GaN-on-SiC”) process technology. HRL and MACOM will work collaboratively on a rapid process transfer of this proprietary semiconductor process from HRL’s facility to one of MACOM’s U.S. Trusted Foundries. Under the agreement, MACOM will have an exclusive license to manufacture products based on the T3L process.

HRL, jointly owned by Boeing and General Motors, has long been recognized as a pioneer in the research and development of innovative RF and microwave GaN-on-SiC process technologies. T3L utilizes a proprietary epitaxial structure and an advanced gate design, which contribute to its leading performance and enhanced reliability at millimeter-wave frequencies. This process is ideal for supporting commercial and defense applications.

T3L was matured by HRL under the Office of the Undersecretary of Defense’s (OUSD) State-of-the-Art Radio Frequency Gallium Nitride (STARRY NITE) and the Defense Research Advanced Projects Agency’s (DARPA) Dynamic Range Electronics and Materials (DREaM) programs, along with additional HRL funding that includes owner contributions.

“We’re pleased to partner with HRL and look forward to establishing a close working relationship. T3L is one of the most advanced high frequency semiconductor processes in the industry, which we anticipate will enhance our existing portfolio and accelerate execution of our roadmap,” said Stephen G. Daly, President and Chief Executive Officer, MACOM. “We were not part of the STARRY NITE or DREaM programs; however, MACOM and our customers will soon be the beneficiaries of the results, as we industrialize this technology.”

“This new relationship with MACOM demonstrates HRL’s expertise at developing and proving technology concepts and then transitioning them into production,” said Rob Vasquez, President and Chief Executive Officer, HRL. “Our GaN-on-SiC process technologies were established over many years of diligent work, and we’re excited to now partner with MACOM to advance the work into high volume production.”

About MACOM
MACOM designs and manufactures high-performance semiconductor products for the Telecommunications, Industrial and Defense, and Data Center industries. MACOM services over 6,000 customers annually with a broad product portfolio that incorporates RF, Microwave, Analog and Mixed Signal and Optical semiconductor technologies. MACOM has achieved certification to the IATF16949 automotive standard, the AS9100D aerospace standard, the ISO9001 international quality standard and the ISO14001 environmental management standard. MACOM operates facilities across the United States, Europe, Asia and is headquartered in Lowell, Massachusetts. To learn more, visit www.macom.com.

About HRL Laboratories
HRL Laboratories, LLC, California (hrl.com) pioneers the next frontiers of physical and information science. Delivering transformative technologies in automotive, aerospace and defense, HRL advances the critical missions of its customers. As a private company owned jointly by Boeing and GM, HRL is a source of innovations that advance the state of the art in profound and far-reaching ways.

Company Contact:
MACOM Technology Solutions Inc.
Stephen Ferranti
Vice President, Corporate Development and Investor Relations
P: 978-656-2977
E: stephen.ferranti@macom.com

HRL Laboratories
Pamela Reese
Director, Marketing and Communications
P: 310-317-5000
E: media@hrl.com


FAQ

What did MACOM (MTSI) announce on November 4, 2025 about HRL’s T3L process?

MACOM announced an agreement to license and exclusively manufacture HRL’s 40nm T3L GaN-on-SiC process and transfer it into a MACOM U.S. Trusted Foundry.

Will MACOM exclusively manufacture HRL’s T3L GaN-on-SiC process for MTSI shareholders?

Yes; the agreement grants MACOM an exclusive license to manufacture products based on the T3L process.

How does HRL’s T3L process impact MACOM’s product roadmap for MTSI?

MACOM expects T3L to enhance its high-frequency portfolio and accelerate roadmap execution for commercial and defense mmWave applications.

Where will MACOM (MTSI) manufacture HRL’s 40nm T3L process?

MACOM plans to transfer and manufacture the T3L process at one of its U.S. Trusted Foundries.

What programs supported development of HRL’s T3L GaN-on-SiC technology mentioned by MTSI?

T3L was matured under the OUSD State-of-the-Art Radio Frequency Gallium Nitride (STARRY NITE) and DARPA Dynamic Range Electronics and Materials (DREaM) programs.
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