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Editorial: Anticipating the Upswing
 
... The recovery and rebuild of the compound semi industry appears to be underway. Finally. While there are way too many good people out of work, with even more cost-cutting and layoffs occurring last week, the question now is... other than advanced LEDs, where's the action? The answers begin at...
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Nitronex Raises the GaN Transistor Bar

November 10, 2003...Nitronex Corporation of Raleigh, North Carolina USA has announced new levels of performance for its gallium nitride (GaN) based radio frequency (RF) power transistors. Until now, the superior characteristics of gallium nitride over silicon have remained largely untapped. Such GaN properties including high linearity and high operating voltage are two characteristics of power transistors that are demanded by designers of power amplifiers for the 3G market. Based on Nitronex’s patented SIGANTIC technology, devices for 3G applications with an operating voltage of 34 Volts are available for sampling. These devices will be available in 10 Watt and 20 Watt versions (WCDMA Power). Devices operating at 38 Volts will be released in the near future. Jack Hillson, Nitronex CEO, said, “No other supplier of gallium nitride devices has come close to the overall performance we have achieved at Nitronex. The real performance of gallium nitride is starting to be realized and with the use of our SIGANITC™ technology will enable GaN power transistors to be available on a production basis.” Company news release

Motorola Plans to Go Xtreme

November 10, 2003...Motorola Inc. has signed an agreement to acquire the assets of XtremeSpectrum, Inc., a pioneer of ultra-wideband (UWB) solutions for multimedia connectivity. Financial terms of the deal will not be disclosed. XtremeSpectrum's UWB solutions have already been sampled to several leading consumer equipment manufacturers in 2003. XtremeSpectrum announced it would develop UWB solutions in June 2002, after the Federal Communications Commission approved rules for the commercial use of this wireless technology. The radio is designed to achieve 100 megabits per second data rates while consuming less than 200 milliwatts of power and is designed to provide wireless connectivity technology for products such as set-top boxes, digital displays, camcorders, DVD players, digital video recorders, and digital cameras. XtremeSpectrum's solution is an ultra wideband impulse radio that is designed to simultaneously provide high data rates, low power, low cost and low complexity. This announcement comes on the heels of XtremeSpectrum's filing a "Letter of Assurance for Essential Patents" with the Institute of Electrical and Electronics Engineers, Inc. (IEEE) stating that if XtremeSpectrum's proposed contributions to the IEEE 802.15.3a standard are adopted as proposed, XtremeSpectrum also noted it would be willing to grant royalty-free licenses to parties who would grant a similar royalty-free license under their patents. The move is aimed at facilitating industry-wide adoption of UWB technology if it is selected as part of the standard by IEEE. Company news release

Stratos' Acquisition of Sterling Holding Complete

November 10, 2003...Acquisitions aren't final until the boards of directors say they're final, and that step was taken by Stratos Lightwave Inc. on Thursday, November 6th, when it completed its acquisition of Sterling Holding Company. Stratos, a public company, is in the business of supplying optical subsystems,and Sterling Holding Company, a privately-held company based in Mesa, Arizona USA, designs and manufactures RF and Microwave interconnect products. The acquisition was completed after the Stratos' shareholders approved a proposal to adopt the merger agreement between Stratos and Sterling Holding Company at the Company's annual meeting of shareholders held today in Chicago, Illinois. With the final steps taken, Stratos expands its Board of Directors to nine members and Jim McGinley remains as CEO of Stratos at its Chicago headquarters. Under the terms of the agreement, Sterling shareholders received approximately 6.1 million shares of Stratos common stock and 50,000 shares of a Series B participating preferred stock. The preferred has a face value of $5.0 million and an additional contingent value of up to $6.25 million based on certain events and the future performance of Stratos' share price. Jim McGinley, CEO of Stratos remarked, "The acquisition of Sterling and its superior brands in the RF and Microwave markets, Trompeter and Semflex, complement our active and passive optical subsystems business and bolster our presence in attractive growth markets. We expect the combination of Stratos' advanced electro-optical technology and Sterling's excellent RF/microwave product solution to allow the combined Company to better serve both Companies' existing customers." Joe Norwood, CEO of Sterling, added, "We will continue to expand the operational excellence of the combined Company going forward." More details are in the company news release

Aixtron Sees Upturn Ahead

November 10, 2003...Reporting right on predicted targets, MOCVD equipment provider, Aixtron GmbH of Aachen, Germany generated consolidated revenues of €62.5 million for the first three quarters of 2003. Always of interest to the international community, revenues by region were: 21% USA, 72% Asia and 7% were from Europe. On a positive note, Aixtron pointed out that there indeed is a reduction in geopolitical crisis levels and that the respite from the SARS epidemic in Asia led to an upturn in capital expenditure in the third quarter. New orders for Aixtron MOCVD equipment increased by €6.7 million quarter-on-quarter to total €22.6 million in Q3, down only slightly from a year prior. Axtron's CEO, Paul Hyland, commented... "Our focused cost reductions are having the required effect and we have received some encouraging signals from the market during Q3. However, it's still too early to talk of a sustained recovery as many customers remain cautious regardless of the positive general economic data. Despite the fragile nature of the recovery, we continue to be optimistic in the mid to long term." Aixtron is a lead sponsor of the upcoming Compound Semi Outlook conference to be held Dec. 15-17 in Dallas, Texas, at which time attendees will be able to meet informally with Aixtron managers and gain further insight on trends this leading MOCVD commercial supplier is seeing in the field. Company news release

APA Optics Gets Personal with GaN "SunUV" Monitors

November 10, 2003...APA Optics of Minneapolis, Minnesota USA has announced that they've begun shipping the kind of product we knew would eventually take GaN even more into the mainstream. APA's GaN UV detector technology has produced the first of several models of what APA is calling the SunUV Personal UV Monitor. The first shipment of product went to a California- based specialty retailer of apparel and accessories for hikers. The compact SunUV measures exposure of the user to the sun's UV radiation, displays the "UV Index", a measure of UV intensity, and sounds an alarm when the total exposure in a 24-hour period may exceed recommended limits. "This initial shipment of our SunUV Monitor is a key milestone for APA Optics as we commercialize Gallium Nitride (GaN) technology-based products," said Anil Jain, President & CEO of APA Optics. "We are a world leader in GaN UV detectors, and this technology is built into the SunUV Monitor. The technology gives the performance and compact size necessary to provide a miniature, portable instrument that can help consumers avoid the short and long term consequences of overexposure to UV." As we all know, overexposure to solar UV radiation can cause skin, eye and immune system damage. Skin cancer affects over one million Americans a year. Australia has the highest rate of skin cancer in the world, and there is an increasing incidence of the disease worldwide. There is a strong correlation of the disease to lifestyles that involve extended exposure to the sun, and sunburns, especially early in life. APA Optics's product can be used to make continuous or intermittent readings of the UV intensity, depending on the user's activities. Its monitor function is personalized by entering a numerical rating of the user's skin type and sunblock SPF, both of which affect the maximum recommended UV exposure in a 24-hour period. The monitors will be available in a variety of models that can be clipped onto bags, belts or other items or worn on the wrist like a watch. The company plans to have full product availability of the SunUV Monitor by January 2004, selling it through outdoor retailers, specialty retailers, department stores, golf shops, catalogs and the Internet. Company news release

Blue Sky Sees First Red

November 10, 2003...Coming off a successful launch of their blue laser product in September, Blue Sky Research of Milpitas, California USA has now launched its line of red laser diodes, which include three new 635nm red laser diodes manufactured at Blue Sky's in-house semiconductor foundry. Target applications include construction and alignment equipment, biomedical and metrology instrumentation, and bar code readers. “The release of the BRLD-635 laser diode, which is produced at Blue Sky Research’s Silicon Valley foundry, marks a significant expansion of capabilities," said none other than Al Shugart, himself, who helped found Blue Sky in 1989, and continues to serve as the company's Chairman of the Board. "The Company is one of a select few U.S.-based laser manufacturers with integrated facilities for everything from semiconductor fabrication and optical systems development, to control system design and electronic packaging. Leveraging laser design and engineering expertise with in-house production facilities gives Blue Sky Research a definite advantage in a very competitive market,” said Al. Underscoring what the newly restructured Blue Sky is reaching for, Chris Gladding, President and CEO explained that, “This expansion of our in-house foundry allows us to better service our custom laser manufacturing operations, which demand a lean manufacturing infrastructure and consistent, on-time delivery. We can now quickly develop customer-specific lasers, fab the chips internally, and integrate them into any platform the client requires. Combined with our partnerships with high volume manufacturers, we’re able to cost-effectively span the range between limited quantity, R&D volumes, or large OEM quantities.” The BRLD-635 laser family compliments Blue Sky Research’s existing product lines that include fiber-coupled lasers, free space lasers, and circularized or VPSLs (Virtual Point Source) lasers, and OEM laser diode subassemblies. In addition to the BRLD-635, Blue Sky Research manufactures its 980nm laser at the Silicon Valley foundry, and will continue to expand in-house capabilities to include wavelengths from visible to near-infrared.

Riber's MBE 32 Headed for New York

November 10, 2003...France's Riber is noted for their MBE platforms, and the latest Riber tool, a Riber 32 P system, is headed for the Department of Physics of the State University of New York in Buffalo, NY USA. This is the second Riber tool order for State. The new machine will be installed in Professor Hong Luo’s laboratory at the Institute for Lasers, Photonics and Biophotonics (ILPB) to grow photonic materials/structures and ferromagnetic heterostructures. These materials are deemed essential to the development of new photonic and spintronic components, which would enable the storage and processing of digital data on the same chip (e.g. for application in magnetic disk drives). Professor Luo's work is part of an Information Technology project funded by the New York State Office of Science, Technology and Academic Research (NYSTAR) and a DARPA/ONR grant.

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Commentary & Perspective...

Anticipating the Upswing

November 10, 2003...The recovery and rebuild of the compound semi industry appears to be underway. Finally. While there are way too many good people out of work, with even more cost-cutting and layoffs occurring last week, the question now is... other than advanced LEDs, where's the action? The answers begin at the annual Outlook Conference on the first day, December 15th, in the pre-conference workshops on GaN electronics and next gen laser diodes.

Umesh Mishra, himself, is coordinating the GaN Electronics workshop. What? You don't know about Umesh Mishra? Umesh is the true guru of high speed, high frequency, high power electronics. He has taught the masters (like HRL's Joe Jensen) and Umesh, in turn, got his Ph.D. from Cornell working with the legendary Les Eastman. Umesh has long been one of the most popular professors at the University of California Santa Barbara. His UCSB website has the "straight version" of what's he's currently up to and then there's the "pumped up" version. The man has more personality than our industry deserves... and is certainly used to.

Umesh is part of the famed UCSB team that founded Nitres, which was subsequently acquired by Cree and is now Cree's Santa Barbara Technology Center. Umesh Mishra's faculty colleagues at UCSB include Cree Chair holder Shuji Nakamura and Steve DenBaars (co-founder of Nitres) and all three are heavily focused these days on GaN electronics. While Steve and Shuji have taught our GaN 101 workshops at past Outlooks, this is the first time Umesh himself has held center stage there. The team of scholars he's bringing with him to do the hard work, but he'll be there himself. Trust me, that's a treat.

Chris Pinzone is coordinating the laser workshop. Who's Chris Pinzone? Do the words Outlaws of Epitaxy and CoreTek ring a bell? Chris is currently the Director of Photonic Materials for a brand new startup called Ahura Corporation. (See initial coverage, March 2003, Ahura Rises from the CoreTek Embers.) But for those who remember the old Outlaws of Epitaxy you'll love knowing that it was Chris who drove that effort. For those who weren't involved in that (your loss), The Outlaws ran an underground website years ago, and they were headed by none other than Chris (but don't tell... that's supposed to be a secret). I ran into The Outlaws often in the mid 1990s when crawling around the same tech wells as Chris with my original MOCVD.com News, which was also regarded as an underground site. Both are so buried in history now, even Google can't find them, but those who knew of, or were part of The Outlaws of Epitaxy, their site was very trendy, extremely cool, and downright scathing within the world of traditional crystal growers. I for one, miss it.

An official bio on Dr. Christopher J. Pinzone can be found on the pre-conference workshops section of CSOutlook.com, the official Outlook Conference website. This coverage is in obvious supplement to the official word, and it makes the fact that he's instructing the laser workshop downright intriguing. Why? Because creative laser guys that did it their way are the ones at the top these days. Just look at the rise of Shuji Nakamura as an example! While Shuji made history as a native of Japan who transferred much of what he learned while studying in the USA to virtually introduce entrepreneurialism and world citizenship to traditional Japanese high tech companies, Chris Pinzone's rise to fame went the ideally typical American crystal grower way. After his outlaw days (which some would say he's still in), Chris made a name for himself in the compounds as the Director of R&D Epitaxy and Characterization at Nortel Networks' CoreTek, responsible for the ramp up of growth and characterization facilities, as well as development of materials for next generation products. It's those type "next gen" lasers everyone wants to know more about.

Remember CoreTek? One of my missions is to be sure nobody forgets Coretek (see 3 years of coverage on the rise and fall of CoreTek). What happened to CoreTek when Nortel crashed and the opto ashes went to Bookham is one of the all time tragic sagas. CoreTek was the award-winning tunable laser startup that eventually sold to Nortel as the shining hope of everyone's opto efforts, only to have it suddenly and unexpectedly wiped off the face of the earth when Nortel sold its opto operation to Bookham. The story was actually a bit too hot for me to handle, but LightReading's Pauline Rigby picked up the thread and ran with it. Links to her coverage for history buffs is on my Feb. 12 editorial coverage titled "Keeping the CoreTek Flame Alive."

Out of the CoreTek ashes rose Ahura. Ahura Corporation was founded by an award-winning team that includes Chris Pinzone. That link is also where you'll find a picture of our lead instructor for next gen laser diodes. He's putting together a workshop the industry will point to with pride as accurately predicting just what it'll take for solid state lasers to dominate the next hot markets. VCSELs, blue spectrum LDs, high power, pumped... Raman amplifiers... you name it, the New Outlaws of Epitaxy will rule. You might as well get in on the ground floor as the rebuild gets underway... learning from the head outlaw himself.

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