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Commentary: USA Business Shuts Down for Long Holiday
 
... For those of you working outside the USA, a reminder seems appropriate that from late Friday, May 24th until early Tuesday, May 28th, there isn't likely to be much business taking place in the USA. This is one of two major long holidays American's observe each year. This one...
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Intel Completes Acquisition of New Focus' Tunable Laser Technology

May 24, 2002...New Focus, Inc. of San Jose, California USA has announced the close of the sale of its network tunable laser technology to Intel Corporation for $50 million in cash. Under terms of the transaction New Focus has assigned certain intellectual property rights and will transfer the physical assets associated with its network tunable laser program to Intel. Approximately 40 New Focus employees have joined Intel as part of the transaction. Under the agreement Intel has granted a license to New Focus that allows New Focus to use the tunable laser technology involved in this transaction for test and measurement and other non-network applications. New Focus and Intel have also entered into a supply arrangement under which Intel will supply New Focus with products developed by Intel using the acquired New Focus technology. Press release

China Puts Cellphone Manufacturers on Report

May 24, 2002...According to a recent Reuters article titled "China Cellphone Radiation Law Could Cost Billions" by Jonah Greenberg who filed his story today from Beijing, China may well impose what might well be the newest and toughest mobile phone radiation standards due to what Greenberg reports are "fears of health risks." Those of us in the compound semi industry who work especially close to the cellphone technologies, have long been aware of the issues surrounding the risks of microwave radiation. People in the know normally avoid putting them directly to their ears for prolonged periods of time, and instead employ ear pieces (looking a bit like a CIA or Secret Service agent, which is cool), but the truth is, the jury is still out regarding how great a threat the technology actually presents. It's one of those issues the technology community simply tends to avoid discussing, publicly or privately. According to Greenberg's report, "Late last year, a government committee in charge of setting China's first cellphone safety standard aired ideas that were more conservative than most had expected." He also pointed out that there is "increased public debate over possible risks linked to the devices, although most authoritative studies have not concluded that regular users risk brain damage. But last year an official at a World Health Organization (WHO) agency said a link between mobile phone usage and cancer could not be dismissed without further research. China's proposed rules would cap the legal amount of radiation that can be passed from a handset to its user, called the Specific Absorption Rate (SAR), to one watt per kg, compared to two watts elsewhere."

Sterling Semiconductor Gets $9M Sendoff from DARPA

May 24, 2002...Getting a truly "sterling sendoff" from the USA Department of Defense prior to Sterling Semiconductor becoming owned by Umicore USA, which in turn is owned by the Belgium materials company Umicore (formerly called "Union Miniere"), the announcement has come in via Sterling's current parent, Uniroyal Technology, that DARPA has awarded contracts for approximately $9 million for the development of advanced silicon carbide (SiC) semiconductors. Specifically, the two year contracts are for the development of improved 3 and 4-inch silicon carbide substrates, advanced SiC epitaxy, and SiC semiconductor devices. The contracts, which will be administered by the USAF labs in Dayton, Ohio, also include initiatives for the development of conducting substrates for high power electronics and semi-insulating substrates for high frequency electronics for communications and radar. As part of a critical contingency due to the repositioning of Sterling Semiconductor with Umicore, there was necessarily a review by the "Committee on Foreign Investment in the United States (CFIUS)" which completed its investigation reporting "no objections" to Umicore's acquisition of Sterling. Press release.

Remec to Acquire Spectrian

May 22, 2002...Remec, Inc. which currently trades over Nasdaq as "REMC" and Spectrian Corporation which trades as "SPCT" have jointly announced that they have entered into a definitive merger agreement through which Remec will acquire Spectrian for approximately $160 million in stock and cash. Both companies have product offerings that include compound semi based components and modules geared for the wireless market. The board of directors of both companies have already unanimously approved the merger. Ronald Ragland, chairman and CEO of Remec said, "I view the combination of Spectrian and Remec as a strong synergistic transaction. Spectrian brings excellent technology skills and capabilities in power amplifiers and has excellent customer relationships with leading wireless OEMs and service providers." Thomas H. Waechter, president and CEO of Spectrian added: "Offering integrated solutions and the potential synergies will assist us to enhance our competitive position and maximize shareholder value." Under the terms of the merger agreement, and subject to the limitations described below, Spectrian's stockholders will receive total consideration equal to $14.00 per share. The aggregate merger consideration of $160 million may include up to $45 million in cash with the balance in newly issued shares of Remec common stock. Press release

Dave Norbury Outlines RFMD's Plans for GaN

May 22, 2002...In a recent presentation to JP Morgan at that financial catalyst's headquarters in San Francisco, California USA, which was attended by Semiconductor Business News reporter Mark LaPedus, RF Micro Devices' President and CEO Dave Norbury outlined plans for his company's newest compound semi thrust, GaN. It warmed the heart to read what the mainstream press wrote about the brightest star of the compounds, GaN, and just how much stock companies like RF Micro Devices, noted for its early stage GaAs epi devices, are putting in GaN. Their expertise centers on RFMD's recent acquisition of RF Nitro Communications, based nearby RFMD in Charlotte, North Carolina USA. Mark's article is titled RF Micro readies GaN wafers to 'disrupt' wireless IC market, says CEO, filed with Semiconductor Business News carrying a May 8th dateline. In it Mark reports that "RF Micro's first GaN wafers will be manufactured next month, with commercial production due sometime in 2003 or 2004," according to Norbury and that the GaN wafers are being produced at RF Nitro's 4-inch fab in Charlotte. The facility also includes InGaP HBTs, and GaAs pHEMTs in addition to GaN HEMTs. Full article

Conexant Selects "Jazz" and "Skyworks" as New Spinoff Names

May 22, 2002...Two Conexant-related companies involved in the compounds have been given their new names. Conexant Systems Inc. has announced the name of its SiGe foundry spin-off, which they co-own with The Carlyle Group, is now Jazz Semiconductor. The foundry, which specializes in mixed-signal and RF semiconductor segments, was officially christened on May 6th and will occupy the fabrication facility located at Conexant's headquarters in Newport Beach, Calif. In addition to SiGe, Jazz will include CMOS and BiCMOS capability. The Carlyle Group is the majority owner of Jazz, holding 55% while Conexant holds the remaining 45. In another wireless company spinoff from Conexant Systems Inc., this one in partnership with noted compound semi player Alpha Industries, we'll be seeing a totally new and independent company called Skyworks Solutions, Inc. The new company name, logo and tagline “Breakthrough Simplicity” were unveiled this week to their 4,000 collective employees and, as we've previously reported, the merger of Alpha and Conexant's wireless group remains on track and should be completed by the end of June. Following the close, Skyworks shares will begin trading on the Nasdaq Stock Market under the ticker symbol SWKS. “The name Skyworks was chosen because it defines who we are and what we do,” said David Aldrich, chief executive officer of Alpha, who will become CEO of Skyworks when the merger is complete. “‘Sky’ represents the vast and growing nature of wireless communications, and ‘works’ addresses our ability to solve problems and provide customers with integrated solutions. “Wireless technology is extremely complex. It’s our business to translate that complexity into simple solutions that are easily integrated, allowing our customers to focus on their product’s features and servicing their customers,” he added. Press release

M/A-COM to Auction Off Colorado Springs 4 Inch GaAs Fab

May 22, 2002...We are unable to find any posted news on the following via Tyco, which owns M/A-COM, but news has come to us via DoveBid Auctions that, "by order of M/A-Com, a unit of Tyco Electronics, their is to be a complete closure of M/A-COM's 4 inch GaAs wafer fab facility in Colorado Springs. M/A-COM headquarters is in Massachusetts. The Colorado auction is to take place, online, June 12th, and details can be found on DoveBid site page for the M/A-COM auction. For those unfamiliar with M/A-COM and its rich history as a pioneering company in GaAs substrates and device development, we refer you to their website. If any of our readers connected with M/A-COM have any details on this, please contact us with the correct information, and we encourage the growing number of journalists who use our news service for story leads, and our industry portal, CompoundSemi Online as a resource information, to run with this story and, in turn, keep us updated.

Support for 10Gig XFP Association Growing

May 22, 2002...Finisar Corporation has announced that the 10-Gigabit Small Form-factor Pluggable (XFP) Module Group, Multi Source Agreement (MSA) association they helped establish is rapidly expanding. The purpose of the group is to develop a common specification for multi-sourcing an application-agnostic, ultra-small form factor, 10 Gigabit per second (Gb/s) module for the telecommunications, data communications and storage area network (SAN) markets. Finisar reports that the XFP Association has experienced significant growth since its debut in March 2002, with 44 companies now on the Association's support roles. "We are very excited to see the way the XFP association is growing", said Dick Woodrow, Vice President of Sales and Marketing at Finisar. "I believe key players in the industry are already considering XFP to be the best path to achieve the lowest overall system costs at 10Gb/s, due to its low power dissipation, small size and multi-protocol support." The XFP Group is composed of networking companies, system suppliers, optical module manufacturers, semiconductor providers and connector companies from the telecommunications, data communications and SAN markets. The association is dedicated to technology and standards development for ultra-small form factor, 10 Gb/s communications modules. Such modules feature an electrical interface called XFI, which removes the complexity and power associated with placing electrical transceivers inside currently available modules, resulting in significant space, power and cost savings to module suppliers and system manufacturers. The association has already distributed the first draft of the specification to its member companies for technical review, and has as an objective the development of a preliminary XFP specification by August for wider review. The founding members of the XFP Group include: Broadcom Corporation, Brocade Communications, Emulex Corp., Finisar Corporation, JDS Uniphase, Maxim Integrated Products, ONI Systems Corp., Innovation Core SEI (a Sumitomo Electric company), Tyco Electronics and Velio Communications. Press release

University of Leeds Spinout Prepares for Quantum Leap

May 22, 2002...A compound semi team from the University of Leeds in the UK, headed by Paul Harrison, has spun out of its university setting and entered startup mode, calling themselves QEDI, which stands for Quantum Electronic Design and Innovation. Their initial website provides only basic facts but underscores that QEDI originates from the Quantum Electronics research group at Leeds and is "an attempt to broaden the sources of funding and the minds of the team." They further state as their charter that "QEDI aims to provide design and consultancy services to the high-technology compound semiconductor industries and research laboratories around the world." Furthermore, QEDI intends to become a holding company for intellectual property and patents from its own independent research programs so it will likely be categorized as a fabless design center. Expertise from the team includes quantum implementations of logic, solid-state routes to quantum computers, solid-state devices for entangled photon production, entangled photons over fiber and single-atom quantum dots for various optoelectronic applications. Compound semi materials types they can address include the theory, design and modelling of quantum electronic and optoelectronic devices manufactured from SiGe, GaAs, AlAs, InGaAs, InAlAs, GaN, AlGaN, CdTe, CdMnTe, ZnTe, ZnSe and ZnS. The range of their experience also covers analysis of experimental data from a variety of techniques including, photoluminescence, photoluminescence excitation, double-crystal X-ray diffraction, time-resolved spectroscopy, Fourier Transform infrared spectroscopy, Raman spectroscopy, as well as experience of modelling process techniques such as diffusion and rapid thermal annealling.

The Definitive Source of Industry Events

May 22, 2002...Keeping up with compound semi industry-related events is no easy task, and we now have 82 of them listed in our newly updated Events Section. Whereas other resources only promote their proprietary events, or cherry-pick among them depending on their charter, we're totally inclusive and have provided our site users with not only the hotlinks to event sites, but the descriptions needed to quickly assess the relevance of the events to their business or academic needs. Our staff at CompoundSemi Online has worked extremely hard at gathering and editing this convenient, online review and referral service. And please note that, while every effort has been made to remain accurate and current, we would very much appreciate it if you would email our events editor immediately if any of the information needs updating or links are incorrect.

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Commentary & Perspective...

GaN Flexes Its Muscle

May 22, 2002...In the advanced semiconductor field, where progress is so dynamic that most print magazines trying to cover the latest innovations appear discouragingly out of date by the time they appear all shiny off off those expensive presses and travel the snailmail post (only to find their way more and more frequently, unread and in the dark archives or worse yet, the trash bin) one print magazine consistently stands out with its unfailing ability to attract truly sterling contributed articles. That's IEEE Spectrum and their May issue is a definite keeper. Just look for the cover picture of a man's flexed arm muscle and the title, The Toughest Transistor Yet. It's all about our beloved Gallium Nitride (GaN), with heavy emphasis on the electronic vs the photonic side of GaN development. The article is authored by two of the compound semi industry's true academic gurus and nitride pioneers, Les Eastman of Cornell University (Ithaca, New York USA) and Umesh Mishra of the University of California at Santa Barbara (Santa Barbara, California USA). These are two of the most amicable, most brilliant professors in our field. If you have the hardcopy of the actual magazine handy, read the article for yourself. If not, you can easily access it online. My advice is to use whatever communication conduits you favor and get word of this article out and around to anyone and everyone. In my opinion, this is the definitive source on GaN electronic development work, which, also in my opinion, is indeed the most promising of all the compound semiconductor materials. Not only will it make a good reference for those of you actually having to cite facts and figures (including figures of merit), but if we could spread the word about GaN, it might help generate the critical mass needed to provide the broadband sector with the lifeline it needs to pull out of its current slump. As Les and Umesh underscore in their close: "If there is an elixir for the go-anywhere, do-anythihg future envisioned for broadband wireless, it is this continually surprising semiconductor, with a bandgap big enough to see through."

While our readers are up to speed on GaN, because they're either making the news themselves or reading about it daily in these pages, we feel it's especially important and praiseworthy that mainstream tech magazines like IEEE Spectrum elected to give GaN the cover. Thanks IEEE! Our hope is that it will help inspire publishers and their reporters in the mainstream business and general press to pick up the thread and give our GaN people the respect they deserve. And since we're obviously the base source where a growing number of journalists come for background and inspiration (helping out young journalists and/or those new to the compounds is one of our primary missions) allow me to take this opportunity to add a bit of color commentary on the authors of The Toughest Transistor Yet: Les Eastman and Umesh Mishra.

Les Eastman is a truly remarkable man. He has, and continues to inspire an incredible number of gifted technologists in our field. His students read like the Who's Who of the industry, and included in that prestigious alumni is Umesh Mishra, who has become himself one of the most noted and respected compound semi professors in our field. I remember many, many years ago when first meeting my friend Joe Jensen of HRL. Joe's professor had been Umesh Mishra and Joe was known in the 1980s as The Superfast Kid because of his ability to design extremely fast circuits in InP. While Joe is obviously grown up now (he's one of the stars in our InP 101 video) and he'll be hosting the next USA version of IPRM but he still yields turf to his revered professor, Umesh Mishra. And who taught Umesh? None other than Les Eastman himself. I personally met Les for the first time in 1993 in Washington DC at the 5th International Conference on SiC and Related Materials. We sat in a bistro over lunch and I showed him my then fledgling satirical saga called Startup which ran as a series, including cartoons, for a few years in Elsevier's III-Vs Review and over the original EE Times Online.

Les didn't laugh at my work, which barbed mercilessly at humorous historical turning points (upward and downward) in compound semi history as it was being made. They primarily poked fun at the USA government. "Why aren't you laughing?" I naively asked as he thumbed through the pile of already published and the then "yet-to-be published" cartoon strips, most of which related to the struggles of compound semi researchers and all of which he read carefully. He looked at me and said, simply, "Because they're so painfully true." Those words became deeply embedded in my mind from that day on as I knew I had the unique fortune to have tuned into the same wavelength as the great Les Eastman. For the next few years while the cartoons ran, I tried to poke fun, instead, at Silicon Valley antics... which was easier, less painful, not that close to home, and which many found genuinely funny. Perhaps I'll consider pulling them back out of the freezer and see if they're able to help thaw out some of today's gloom and doom. What Les' wavelength also helped excite was a passion for championing new technologies, like GaN, and the people who make them work. From then on, I searched even harder for better ways to promote truly leading edge compounds. If we have an editorial bias here at CompoundSemi News, it's helping promote especially promising startup ventures.

Illustrating how tightly knit the GaN club is and how academia fuels the field, RF Nitro was a spinout of Les' group at Cornell and was subsequently acquired by RF Micro Devices, thus allowing RFMD to move more quickly into GaN. Nitres, which was started as a spinout of UCSB by Umesh and fellow UCSB professors, including Steve Denbaars, was quickly acquired by Cree and thus bolstered Cree's GaN expertise. Nitronex, which is still independent, is viewed as a significant up and comer and has its roots, like Cree, in NCSU. There are many more and similar GaN success stories in the making at places like TDI, Cermet, Kyma, Crystal IS, and Astraulux. Longtime GaN professors all over the world are inspiring the next-gen Shuji Nakamura type innovative researchers and the work being done on bulk GaN is regarded as the most exciting thing in all of semiconductor land. Les and Umesh's article, which underscores Shuji's contributions (thus further grooming Shuji for what could well turn out to become a Nobel prize) cites the many outstanding startup efforts underway, and if you want to add to that list, just tap our "search" function and type in the keyword:"GaN". And many seriously owe their very existence to government contracts from agencies who not only believed the GaN story, they bought it. GaN is one area where taxpayers monies are, indeed, hard at work. Providing the synergistic platforms are the technical symposia, like ICSCRM, ICNS, etc... and academic organizations, like IEEE, that have the good sense to publish the works of our most famous pioneers, like Les and Umesh.

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