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Editorial: Cree's Progress Lifts the Spirits
 
... With so much distasteful negativism emitting out of the USA these last few weeks before the Presidential elections, and with every industry on mental "hold" and the USA government in virtual limbo or freefall until the results are in after the November 2nd critical vote, tuning in to a...
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Intrinsic Acquires Swedish SiC RF Component Maker

October 14, 2004...Wide bandgap materials supplier, Intrinsic Semiconductor of Dulles, Virginia USA has acquired Advanced Micro Device Solutions AB of Kista, Sweden. AMDS is a privately funded company currently sampling SiC-based RF power and sensor components. Terms of the acquisition were not disclosed, but the new Swedish arm will be renamed Intrinsic Semiconductor AB and will be a wholly owned European subsidiary of the American-based entity. The move pushes Intrinsic up the SiC supply chain making it a more versatile and more vertically integrated company. Dr. Cengiz Balkas, President and CEO of Intrinsic stated, "The strategic acquisition of AMDS allows Intrinsic to have an organic presence in Europe; a key market for the future growth of our business. AMDS allows Intrinsic to immediately offer a portfolio of discrete SiC device products. This acquisition is a vital step for Intrinsic in order to leverage our existing core SiC materials technology into expanding device markets." Intrinsic currently claims a distinct IP position that includes their recently announced GaN epitaxial services.

Commenting on the acquisition from AMDS' side, Bengt-Olof Larsson, Chairman of the company said, "Our team is very pleased to be joining INTRINSIC and look forward to continuing our efforts in developing the industry’s highest-performing SiC devices." The firm's Technical Director, Dr. Chris Harris, added, “We are excited to have access to internal SiC substrates, epitaxy, which together with our comprehensive applications engineering effort will enable technically disruptive RF, power and sensor components. Intrinsic also provides the ideal platform to advance our device activities in the US market.Company news release

Opto Tech Explains Deal with Nichia

October 14, 2004...Opto Tech, a fast-rising player on the Asian scene for blue spectrum LEDs, due to their relationship to both Nichia and Highlink, have explained to DigiTimes' reporters Irene Chen and Esther Lam that the prime reason for Opto Tech's recent success has more to do with their OLED yield improvement than it does their relationship with Nichia. In Irene's and Ester's Oct. 13 report, Opto Tech noted again that their alliance with Nichia only allows them to sell in South Korea, Taiwan and China and that those "Nichia branded" LEDs won't start shipping until next month. Then there's an additional lag as customers validate the new lines, which often takes upward of three months. In the meantime, Opto Tech's OLEDs have improved an impressive 60% and are selling well. Not covered in the report, but according to our sources, is that the deal between Opto Tech and Nichia is rather restrictive in that it only allows Opto Tech to sell blue LEDs. No white ones (as previously reported in these pages). And Nichia controls 100% of what Opto Tech can and cannot sell... and to whom they can and cannot sell. Also in regard to blue spectrum news in relation to Opto Tech's pending acquisition of Highlink, our sources tell us that's almost a done deal. Those two points regarding Opto Tech are details the Taiwanse press evidently hasn't yet picked up on. Reference the DigiTimes report however, for their usual excellent revenue projection graphs for Opto Tech.

Cree Steps Up to Larger Area Displays with XThins for LCD Backlights

October 14, 2004...Cree Inc. of Durham, North Carolina USA has unveiled two new, higher brightness additions to the XThin product family, the XT-24Ô and XT-27Ô. The new XThins are being viewed as putting Cree's brightness levels for LCD backlights on a more even footing with Lumileds which is supplying Sony. Cree's new LEDs boast a respective minimum radiant flux of 24mW and 27mW, respectively, at a dominant wavelength of 460nm. This wavelength, says Cree, was selected because of its ability to maximize the conversion efficiency of most commercially available LED phosphors, which convert blue light to white light. Cree's target applications for the new XThins are white light applications such as LCD backlighting for both mobile appliances and... more importantly perhaps, given the push into car navigation systems, larger LCD displays. Details are in the company news release, and LIGHTimes second page members can access more. Content continues for LIGHTimes SecondPage members...

Infineon Discounts Sale Price of Fiberoptic Unit to Finisar

October 14, 2004...On Oct. 11th, Finisar Corporation of Sunnyvale, California USA and Infineon Technologies AG of Munich, Germany made public that they have agreed to modify the terms of a previously announced agreement under which Finisar is to acquire Infineon's fiberoptics business unit in Berlin, Germany. The terms were modified due to the operating results for this business unit during the past six months, resulting in discounting the original deal. Under the terms of the modified agreement, Finisar will issue approximately 110 million shares of Finisar common stock to Infineon compared to approximately 135 million shares that would have been issued under the original agreement. When the transaction is completed, Infineon will own a 33% equity interest in Finisar. In addition, Infineon has agreed to provide financial assistance with respect to the costs of restructuring the operations of the unit.

The acquisition will involve the transfer of 1,200 Infineon employees plus the fiberoptic development, manufacturing, and certain marketing activities to Finisar. Included in the unit is a broad range of fiberoptic datacom and telecom modules supporting the common MSA standards, BIDI components that allow bi-directional transmission on a single fiber for fiber-to-the-home applications (FTTH), and plastic optical fiber (POF) components that are used in automotive applications, specifically, for entertainment and safety systems. As part of the transfer, Thomas Seifert, CEO of Infineon's Memory Products Group, is slated to join the Finisar Board of Directors. Company news release

 

Osram's IR Emitter Uses Thin Film Technology

October 14, 2004...Osram Opto Semiconductors' Malaysian plant has publicized that the company is extending its use of thin film technology beyond the established LED lines and into the company's infrared components due to the exceptional efficiency they've found from thin films. Their first gen 850nm IR emitter diodes are achieving an overall output of 50 mW for a forward current of 100 mA. Thin-film chips emit virtually all their internally generated light through the top of the chip When only a thin light-generating layer is so close to the surface, almost no light is able to escape through the side, which results in the radiated output increasing in direct proportion to the size of the chip. Osram's prototype enlarged IR chip produces an output in dc operation in excess of 400 mW at 1 A. In radial components the light can also be tightly focused through a lens, leading to extremely high radiant intensities and they report that, for small angles (about 3°), they can achieve values up to 700 mW/sr. Content continues for LIGHTimes SecondPage members...

Aixtron Platforms Headed for OLED and AVD Development

October 14, 2004...Aixtron AG of Aachen, Germany recently announced sales of equipment to RWTH Aachen for OLED development, in conjunction with Philips, and sale of a development reactor containing the key components of Aixtron's Atomic Vapor Deposition (AVD) technology to the Ruhr-University of Bochum, Germany. The RWTH application includes a collaboration agreement aimed at the joint development of novel large-area white OLEDs. The project is not only targeting the development of OLEDs for lighting applications, but will also focus on establishing new manufacturing processes using Aixtron's Organic Vapor Phase Deposition (OVPD) technology. RWTH Aachen, which is a leading institution in the area of semiconductor technology, will have the new system installed at the manufacturing plant of Philips Lighting in Aachen. The co-operation project is largely funded by the European Interreg III program, the state of North Rhine-Westfalia (NRW) and the German Ministry of Education and Research (BMBF). Especially interesting is the envisioned applications by the team which range from cars with lucent body parts to large diffuse light sources mimicking natural daylight e. g. on room walls. Company news release

The AVD technology sold to Ruhr-University will be used for the research on new precursors for and physical properties of high-k dielectrics and advanced electrode thin films. It is an AIX 200FE system and will be installed in the cleanroom facilities of the Institute for Inorganic Chemistry II under the direction of Professor Dr. Roland A. Fischer and Jr. Prof. Dr. Anjana Devi. The activities of his group are directed at the development of new metal-organic precursors and their properties in different chemical vapor deposition methods. This sale includes a cooperative agreement in which both parties will develop metal-organic precursors for high-k and electrode materials and the use of these precursors for an AVD thin film deposition process. Target applications include CMOS transistors, DRAMs and integrated capacitors. More details are included in the company news release.

JVC Lens Puts Blue Laser Race in Fresh Focus

October 14, 2004...Victor Company of Japan (JVC) has entered the blue laser lane by creating a new, very small optical lens for BRD-based players and recorders. The new optical lens focuses the blue laser beam on a disc's surface during the reading and writing of data. According to a recent report over Nikkei Net, JVC's technology enables the manufacture of higher precision lenses that in turn lead to smaller lenses for bending the laser beams. JVC's prototype has a diameter of 2.1mm which is said to be half the size and almost one tenth the volume of conventional lenses. In addition, because JVC's technology allows the lens to operate at a distance of approximately 0.8mm from the Blu-ray Disc format's surface, which represents a doubling the current capability, there's a reduction of risk of the lens coming in contact with the spinning disc when jarred. According to JVC, their technology can be produced inexpensively and is expected to help expedite the commercialization of portable BRD players. JVC plans to have the lenses ready for market next year. Noted in the report is that the cutting of costs for both the lens and the blue laser diode is considered key to lowering the prices of BRD-compatible equipment.

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Commentary & Perspective...

Why Veeco's Slowdown in MOCVD Orders Are On Target with June Industry Predictions

October 13, 2004...Veeco's pre-quarterly earnings news release verified what attendees at our Blue 2004 event in Taiwan in June were saying, loudly and clearly, that the astonishing ramp in GaN machine orders during the previous 2004 quarters for blue spectrum devices would taper off dramatically with the predicted consolidation and natural time it takes to get the huge platforms running at capacity. What was surprising was the comment in the release by Veeco's Chairman and CEO, Ed Braun (who personally attended and presented at Blue 2004) who was quoted in the release as saying, "We are disappointed not only by our third quarter performance but by our lack of visibility of this slowdown." When analysts called our editorial offices for my reaction to this "news," my answer was... "I'm not surprised, nor should you be." Asia is loaded with MOCVD reactors, and has been for some time. The amazing thing is that both Veeco and their main competitor, Aixtron, had been able to sustain their astonishing pace of sales as long as they did.

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