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Editorial: Inphi Emerges at Same Time Promising InP Startups Retrench
 
... As you can see by today's news, a Westlake Village, California USA compound semi startup named Inphi Corporation emerged this week from stealth mode, revealing their high bandwidth/low power InP plans. This news came the same day that we heard that some InP-based startups appear to be experiencing considerable...
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RF Micro Devices to Acquire GaN-based RF Nitro

October 15, 2001...One of the compound semi industry's prime suppliers of epitaxy-based devices, RF Micro Devices of Greensboro, North Carolina, USA has announced it will acquire RF Nitro Communications, Inc. which is located in Charlotte, North Carolina. RF Nitro is noted within the industry primarily for its leading edge work in Gallium Nitride (GaN), a compound semi material of exceptional promise, not only for its capability in producing blue spectrum LEDs and laser diodes, but also as next generation electronic devices. While terms of the transaction were not disclosed, it is anticipated that RFMD will position the new acquisition as an aggressive contender in processes and products targeted for leading edge wireless and fiberoptic transmission, the market in which RFMD excels. While the transaction is subject to customary closing conditions, it is expected to be completed during RFMD's current fiscal quarter ending December 31, 2001. It is anticipated that RF Nitro will operate under the name RF Micro Devices Charlotte. Details of what processes RF Nitro brings to RFMD's offerings, and statements by each of the principals involved are contained in the press release as posted on CompounSemi Online.

Tecstar and JX Crystals Push Solar Cell Efficiency to 35%... and Beyond

October 11, 2001...Tecstar Inc. of City of Industry in California, USA and JX Crystals Inc. of Issaquah, Washington USA have teamed to push the art of high efficiency solar cells for space applications the next step. The program specifically addresses high efficiency achieved by mechanically stacking cells and it is being done under a BMDO SBIR Phase II project. The team's recent test reports confirm (in satellite-speak) that Techstar's technology has successfully reached a 33.4% cell efficiency at 15AMO. The GaInP/GaAs cell made by Tecstar is 27%, and GaSb made by JX Crystal is 6.4%. "With the prismatic cover, the overall cell efficiency will be over 35%," stated Dr. Charlie Chu, leader of the project. "Given this latest data, Tecstar and JX Crystals anticipates our next cell efficiency to reach over 40% within the next few months." Press release

InP Startup Inphi Corporation Emerges from Stealth Mode

October 11, 2001...A new company based in Westlake Village, California USA calling itself Inphi Corporation has joined the growing ranks of InP startups. The company was founded in November 2000 and secured more than $12 million in seed funding in December 2000 from two Tallwood Venture Capital and Mayfield Fund. Loi Nguyen out of HRL Lab's extremely well-regarded InP high speed circuit lab is the co-founder, President and CEO and Gopal Raghavan, also out of HRL is co-founder and CTO. The company appears to have a very strong management team. In addition to their initial press release, Inphi also announced that it has successfully developed and tested InP based ICs "capable of network performance levels higher than 50 Gbps." Their Initial 4:1 multiplexer and 1:4 demultiplexer prototypes feature the +50 Gbps performance, with a power consumption of less than 900 milliwatts. Press release

Matheson Tri-Gas & P+E Sign Hydrogen Purifier Supply Agreement

October 10, 2001...Matheson Tri-Gas, Inc. (MTG) of Parsippany, New Jersey USA has just signed a manufacturing and distribution agreement with Power + Energy (P+E) in which MTG will manufacture and distribute P+E's PerfectH2 palladium diffusion hydrogen purifiers, which deliver 99.9999999% (9-9s) hydrogen. This is especially newsworthy because ultra-pure hydrogen is commonly used as a carrier gas for expensive metal organics, and purity reliability is of utmost importance. PerfectH2 not only meets the compound semiconductor industry standardization for palladium diffusion technology for delivering ultra-pure hydrogen as used to produce LEDs, laser diodes, HBTs, VCSELs and pHEMTs, but also solves well-known reliability issues caused by inherent flaws in existing palladium cell designs. The agreement is part of MTG's new Compound Semiconductor Initiative. According to Bill Kroll, Exec VP of MTG who masterminded the CS initiative, "The partnership between Power + Energy and Matheson Tri-Gas will be the unrivaled ability to offer the sale and distribution of PerfectH2, backed by proven technology currently installed in multiple MOCVD fabs. The addition of this unique Pd-based purifier technology to our already comprehensive line of semiconductor process gas and equipment solutions, demonstrates further the commitment we have to the compound semiconductor market specifically, and in general to the entire market for semiconductor purifier needs." Press release

 

ONR's Compound Semi Roadmap Site Progressing Well

October 11, 2001...The U.S. Office of Naval Research (ONR) has sponsored an exciting website addition to the compound semi industry online resources called the National Compound Semiconductor Roadmap website which is being hosted by ONR contract firm, CSCI in Virginia. The URL to the new CS Roadmap site is http://ncsr.csci-va.com. CompoundSemi Online (www.ComoundSemi.com) is working closely with the site's webmaster, Mike Tinston at CSCI and it is shaping up extremely well. The website holds special promise in becoming a useful tool to the CS community at large and is dedicated to three important shared goals of the entire community: 1. Create a reference on compound semiconductors for the research and educational communities. 2. Provide a collaborative environment for individuals to share ideas and challenges in an informal environment. 3. Create a roadmap of various material and device technologies and predict their transition and implementation. Mike, formerly a Navy pilot himself, working under the direction of ONR's Colin Wood and Max Yoder, is actively engaging all research centers and government funding agencies to support the creation of the reference data and technology challenges and to develop realistic milestones predicting the maturity of material and device technologies. The ONR team is seeking participants to log on to the website, register as users and browse the information available. Visitors will get a feel for the information there and the challenges, and can easily start participating by entering a challenge related to that person's ongoing work, or start a dialog with the author of a current challenge. For those having any questions about the effort, don't hesitate to call Michael Tinston directly at 703-866-4000 or email him at mtinston@csci-va.com. We here at CompoundSemi News and CompoundSemi Online are keenly interested in community dialog and are doing all we can to assist ONR. We heartily encourage you join us in signing on what we now refer to as The Roadmap which will help us all accellerate into the fast lane.

Isonics and Cermet Team in Isotopically Pure Zinc Oxide Program for Blue Lasers

October 11, 2001...Isonics Corporation of Golden, Colorado USA, a company specializing in the development of isotopically engineered semiconductor materials, is teaming with a small but very advanced leading edge compound semi substrate company based in Atlanta, Geogoria USA that the CS industry knows well, called Cermet, Inc. The two have announced an important joint development program to evaluate isotopically pure zinc-64 oxide as a substrate for manufacturing blue LEDs and blue laser diodes for next generation optical storage and telecommunications. Cermet is developing single crystal ZnO as a replacement for aluminum oxide and silicon carbide substrates for the manufacture of gallium nitride opto-electronic devices. The partners are interested in evaluating the possible improved thermal conductivity of isotopically pure zinc oxide. Jeff Nause, President of Cermet, commented, "Proper thermal management is critical for many gallium nitride devices currently under development. If a meaningful improvement in thermal conductivity can be obtained for zinc oxide, it could mean improved lifetimes and reliability for gallium nitride devices." Dr. Stephven Burden, Isonics' VP of Semiconductor Materials added, "This collaboration is one of a number we expect to have established with technology leaders such as Cermet to evaluate the properties of isotopically pure semiconductor materials," Isonics will supply the isotopically pure zinc oxide powder that will be converted into single crystal wafers by Cermet using their proprietary process. Isonics will also supply isotopically pure zinc in the form of diethyl zinc for Cermet to fabricate various MOCVD based devices. The program is expected to take about 12 to 18 months to one year to complete. Press release

Signal Receives USA Defense "Friend or Foe" Contract for Logamplifiers

October 11, 2001...The Olektron Division in Beverley, Massachusetts USA of Signal Technology Corporation has received a follow-on production contract for its state-of-the-art logamplifier product. The contract award is from a major USA defense contractor, and is valued in excess of $800,000, with production continuing through 2002. Signal's logamplifiers are considered critical parts of the Identification Friend or Foe radar systems which are at the heart of the electronic warfare and radar countermeasures capabilities on board both the U.S. Navy's F/A-18 E/F Super Hornet fighter aircraft and the U.S. Air Force's F-16 Falcon fighter aircraft. "Our success in winning this important order is based on Signal's proven ability to team with the manufacturer to meet demanding performance requirements and stringent delivery schedules,'' said John Cotumaccio, Olektron Division president. Press release

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Commentary & Perspective...

Inphi Emerges at Same Time Promising InP Startups Retrench

October 11, 2001...As you can see by today's news, a Westlake Village, California USA compound semi startup named Inphi Corporation emerged this week from stealth mode, revealing their high bandwidth/low power InP plans. This news came the same day that we heard that some InP-based startups appear to be experiencing considerable difficulty carrying out stated missions. When you cut through anyone's and everyone's "world's first/world's fastest" boilerplates, most of the compound semi industry InP startups appear to be chasing the same application field, which is currently centered around the emerging OC-768 based "40 Gig" optical communication standard. Who's leading that field is a matter of personal opinion and assessment, but the more experienced companies in the field, such as TRW's Velocium and Vitesse Semiconductor seem to be holding their own and remain best bets for continued success. This new company, Inphi, was founded by former HRL Labs InP experts, and they don't come much better than HRL people. (Joe Jensen, who stars in our exciting InP 101 video is from HRL Labs. See more on that, below.) The uncomfortable news that Zenastra Photonics has field for Chapter 11 bankruptcy protection (see LightReading's RIP article) and that a company we only just started to cover, Optium Corporation is said to be closing their Orlando production facilities to concentrate on their power amplifier line in Pennsylvania (please correct me if my sources are wrong... which is the beauty of online publishing vs print... updates and clarifications are instant and easy)... well, that doesn't bode well for the InP sector. The disturbing thing about the Zenastra news is that their management and development team had incredible credentials and most trackers voted them Most Likely to Succeed.

That was before the downturn, not to mention the new saber rattling temper that's currently running rampant throughout the USA. My hunch is that venture capitalists (VC) aren't nearly as comfortable with war games as they are on the commercial battlefield. Historically, the big companies with deep pockets are clearly better equipped to ride a commercial downturn and many, like the TRWs and those manufacturing under the TRW process (RF MicroDevices and Endwave, for example) start warming up their proven pilot lines for defense applications. VC are the quickest community in the world to cut their losses and run when times get tough. Out of any 6 they back, they actually expect 2-3 to not make it, feeling lucky if one hits the brass ring. There is definitely money out there for startups, but it won't be easy to come by while the USA political climate remains unstable and the market shrinks from business as usual. A given startup will have to talk a much stronger game than normal to stay alive right now. They'll have to produce, and sign strong contracts with reliable customers. And even then, any customer can change its gameplan at any given time. That's why startups are regarded as extremely high risk ventures.

Our InP 101 video tells the real story... and that's an excellent vehicle to privately assess the field. If you haven't yet viewed it, I highly recommend you do so. InP 101 was produced this spring and featured extremely experienced instructors who didn't sugar-coat the field but reviewed it with all its potential, and its flaws. We featured people who have been producing InP devices and evaluating InP materials and process technology, much of in under US government programs, for quite some time. Like I've preached for the last 15 years covering the compounds, if you want to separate hype from reality, go to the real pros. And for those of you waiting for our accompanying video GaN 101 "The Brightest Star of the Compounds," which was shot the same time as InP 101, it's finally in the last stage of editing and we're taking orders for delivery of it and InP 101, with delivery of GaN 101 slated for the first of November. We're updating the content on the 101 workshops pages as well to help you understand precisely what you're ordering. The reviews we've received thus far from InP 101 are excellent, one of the more colorful coming from Matheson Tri-Gas super salesman (and all-round incredibly fast study), Howard Kiyota who remarked, after viewing it... "That's one kick-a.. video! An incredible production... and I don't want any of my competitors to view it!" Obviously, we refuse to abide, but we did give Howard and his colleagues at Matheson Tri-Gas, which was one of the video sponsors, ample time to capitalize on it by getting their hands on the first sets. Howard's first in line to receive a rush copy of GaN 101. If you want the inside scoop about our 101 videos, give me a call directly. They're one of my favorite topics of discussion. For those of you directly involved in or supplying product to makers of GaN or InP materials and devices, these would make excellent holiday gifts to your backers and customers.

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