Infineon/Finisar Deal Back OnJanuary 25, 2005...The on again/off again deal between Finisar and Infineon is evidently on again,
with significant changes to the terms of the original acquisition plan. In a
joint news release mirrored by each of the companies involved (ref: Finisar
version & Infineon
version), Finisar Corporation of Sunnyvale, California USA and Infineon
Technologies AG of Munich, Germany have entered into what they say is now a
definitive agreement that will close no later than January 31st. The way the
new deal goes down, is that Finisar will acquire certain assets from
Infineon's Fiber Optics Business Unit based in Berlin, Germany as opposed to
the entire unit. In turn, Finisar will issue 34 million shares for the assets
associated with the design, development and manufacture of all optical transceiver
products. The acquisition implies a valuation of nearly $50 million based on
the closing price of the stock on January 21, 2005. Infineon and Finisar have
agreed to release each other from any claims and payments associated with all
prior agreements under which Finisar would have acquired Infineon's entire Fiber
Optics Business Unit.
Although not stated in either official news release, Compound Semiconductor
magazine, which is owned by IOP in the UK, has reported
that "Infineon will lay off 350 staff associated with the fiberoptic business
from Berlin and Munich, Germany, and Longmont in the USA." The companies
noted that the acquisition will involve the transfer of inventory, fixed assets
and intellectual property associated with the design and manufacture of fiberoptic
transceivers, including a broad range of 10 gigabit transceiver designs for
XPAK, X2, XENPAK and XFP form factors. Infineon will retain ownership of its
other businesses consisting of BIDI components for FTTH applications, parallel
optical components (PAROLI) and plastic optical fiber (POF) components that
are used in automotive applications. Under separate supply agreements, Infineon
will provide Finisar with contract manufacturing services for up to one year
following the close. Further details are expected to be revealed in Finisar's
next scheduled conference call, slated for March 3rd.
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Modelithics to Distribute Cree Microwave's Non-Linear LDMOS Library ModelsJanuary 25, 2005...Modelithics, Inc., of Tampa, Florida
and Cree Microwave, Inc. of Sunnyvale, California, a wholly-owned subsidiary
of Cree, Inc. which is headquartered in Durham, North Carolina (all are located
in the USA) have announced an agreement for 2005 to distribute Cree Microwave's library of
high-accuracy, non-linear models for a family of LDMOS power transistors. The
models are called "CMC" which stands for Curtice-Modelithics-Cree
because they are based on a new LDMOS non-linear methodology developed in collaboration
between W.R. Curtice Consulting, Cree Microwave and Modelithics. As part of
the new agreement, Modelithics will continue to distribute and support the Cree
high-power LDMOS model library, which is now available for multiple electronic
design automation (EDA) tools, at no cost to qualified RF/Microwave designers.
According to John Quinn, VP of Cree Microwave, "Partnering with Modelithics
enables Cree Microwave to provide highly accurate models for a large number
of the devices in our LDMOS RF Power Transistor product range. Our customers
can now design and evaluate circuit and system-level performance with a level
of accuracy not previously available, substantially shortening design time and
reducing risks in the entire design process. The CMC models have also significantly
improved accuracy in predicting device performance over a wide range of conditions,
including Class A/B for high linearity applications as well as deeper back-off
(Class B and E) for more novel circuit approaches."
Modelithics was formed in 2001 to address the industry-wide need for high-accuracy
RF and microwave active and passive models. Current products include the Modelithics
CLR Library(TM), which contains measurement-based models for a multitude of
commercially-available passive components, the Non-Linear Diode (NLD) Library,
and the Non-linear Transistor (NLT) Library. According to Dr. Larry Dunleavy,
President of Modelithics, "It is important to Cree that their customers
receive the highest level of support and ease of installation of these high-quality,
well-documented models. Modelithics is committed to making better models available
to the RF and microwave design community through cooperative alliances with
device suppliers such as Cree Microwave, and with EDA providers including Agilent
Technologies, Ansoft, Applied Wave Research and Eagleware." For sales
information, contact: +1 813-866-6335, or e-mail: sales@modelithics.com.
Endwave Rebrands and ExpandsJanuary 26, 2005...Those who bought stock in Endwave when it was priced at about $2/share
in 2003 (and held on to it) know that Endwave is one of those long-term
compound semi industry MMIC developer prospects that slowly but surely making a steady climb upward into the double digits due to
the USA's current defense buildup. Endwave makes RF subsystems for carrier-class
cellular infrastructure, broadband wireless networks, homeland security and
defense applications. Based in Sunnyvale, California USA, Endwave appears to
be rebranding itself as it gradually expands. The company has formed a new Endwave
Defense Systems Division that consists of JCA Technology (which Endwave acquired
in July 2004 and subsequently transitioned to Endwave's Diamond Springs manufacturing
facility) plus Endwave's legacy defense products business. The new division
will operate as a wholly-owned subsidiary of Endwave which the company has named
Endwave Defense Systems Incorporated. The high-volume commercial products
of Endwave will remain unaffected, and the Endwave Corporation name and registration
as a Delaware corporation also remains unchanged.
The JCA brand name will be retained for RF amplifier modules, which the company
expects to be a keystone of Endwave Defense Systems' product portfolio. Plans
are to build around JCA amplifier products and apply that expertise to surrounding
components as a means to provide more highly integrated, value-added subsystem
solutions. Ed Keible, President and CEO of Endwave remarked, "We are
excited to announce the creation of 'Endwave Defense Systems' as part of our
continued focus on government, military, and homeland security markets. Our
mission is to concentrate and consolidate the technology and manufacturing leadership
from both JCA and Endwave's government end-use business under Endwave Defense
Systems. By leveraging this world-class portfolio of products into highly integrated
solutions for defense prime contractors, we are well-positioned to garner an
increasing share of the defense markets while bringing added balance and stability
to Endwave."
In related news, Endwave announced two key promotions to the senior management
team of Endwave Defense Systems. They include Naren Idnani as Director of Manufacturing,
and Mark Faulkner as Director of Engineering for Endwave Defense Systems. Their
respective credentials are included in the company
news release. And in further news, Endwave has announced a 10-month development
agreement with a major U.S. prime contractor to design and deliver prototype
low power amplifiers for use in the back-fit of an airborne defense system.
While only for $518,000, the award represents a second development contract
to Endwave in eight months aimed at upgrading and prolonging onboard mission-critical
subsystems in the 20+ year-old NATO aircraft fleet and in this field, such follow-on
awards mean that the defense contractor has a major in with the prime contractors.
Details are in the Jan. 26th company
news release.
Bookham's New Focus Tunable Laser Scores Circle of Excellent AwardJanuary 25, 2005...Bookham's New Focus division in San Jose, California USA has been awarded the
Photonic Spectra magazine 2005 Circle of Excellence Award. The product
selected was New Focus' TLM-8700 tunable laser module. The award is presented
annually during Photonics West to the top 25 technically most innovative
products and is bestowed in recognition of excellence, innovation, and achievement.
Commenting on the honor, Scott Dunbar, Manager of Bookham New Focus said, "We
are very proud of our accomplishments with the TLM-8700 which is a testament
to our extensive experience in best-of-breed tunable lasers and our continued
investment in innovative, quality products and technologies to address critical
industry problems." The award-winning product is a high-performance
tunable laser packaged into a compact and robust cPCI/PXI module and is targeted
to OEM instruments for spectroscopy, life science, and telecommunications test
and measurement applications. Bookham New Focus has won over twenty such industry
awards for innovation and quality. Company
news release Epistar Sues Formosa Epitaxy over Indium Tin Oxide-Related InfringementJanuary 24, 2005...DigiTimes' Kathryn Chiu and Jessie Shen have reported
that Epistar officially filed suit on Formosa Epitaxy. Formosa Epitaxy confirmed
they received notification of the lawsuit from the Taiwan district court in
Taoyuan County on January 20th, which was reported to the Taiwan Stock Exchange
(TSE) on January 21st. Content continues for LIGHTimes SecondPage members... OptiLED Donates Products to RPI's Lighting Research Center LIGHTimes StaffJanuary 24, 2005...OptiLED Inc. of Irvine, California USA has donated HB-LED based lighting products
to Rensselear Polytechnic Institute's (RPI) famed Lighting Research Center (LRC)
for use as models in LRC's LED
Lighting Institute. The product lines donated are from OptiLED's Commercial,
Designer, Festival and Linear series which are representative of
a wide variety of lighting applications and designs. The products will be used
in a series of three-day seminar programs led by LRC scientists. The next LED
Lighting Institute will be held April 27-29, 2005. According to Jean Paul Freyssinier,
senior lighting design specialist at the LRC, explained the goals, “Our
aim with this Institute is to educate participants about the best uses for LEDs,
including which applications can benefit from the technology and how to successfully
integrate LEDs into a lighting design. OptiLED’s donation helps
us to demonstrate the performance and characteristics of LEDs and their differences
compared to traditional light sources.” Content continues for LIGHTimes SecondPage members... Agilent Adds to Power Amp Muscle by Acquiring Wavics of KoreaJanuary 21, 2005...Agilent Technologies Inc. of Palo Alto, California USA, which now employs 28,000
people worldwide, will add another 55 talented workers from Korea to its payroll
via the acquisition Wavics, a Seoul, Korea-based
designer and manufacturer of power amplifier modules for the worldwide mobile
handset market. Wavics' patented technology is expected to strengthen Agilent's
leadership in power amplifiers and front-end modules. The acquisition is subject
to closing conditions, and financial details of the agreement were not disclosed.
What Wavic brings to the Agilent team is what's called a CoolPAM power
amplifier technology that is designed to reduces battery power consumption and
allows CDMA and W-CDMA handsets to run cooler. Agilent plans to combine this
new power amplifier capability with its miniature FBAR (film bulk acoustic resonator)
filters to create higher-performance CDMA and W-CDMA front-end modules. The
combination is expected to offer handset manufacturers a significant reduction
in printed circuit board space.
"Together, Agilent and Wavics can offer customers a range of highly
differentiated power amplifiers that far exceed competitive solutions,"
said Bryan Ingram, vice president and general manager of the Wireless Semiconductor
Division in Agilent's Semiconductor Products Group. "Our mutual customers
will benefit by being able to design smaller, thinner clamshell handsets with
more features and talk time than previously available." And Don Son,
President of Wavics added, "Our two companies are an excellent fit.
Wavics can leverage Agilent's global infrastructure, technology, manufacturing
and reach, while Agilent can benefit from our unique patented power amplifier
technology and strong customer relationships with major Asian handset manufacturers."
Founded in 2000, Wavics operates two locations in Korea, one in Seoul and one
in Ansan. All the Wavics employees will continue their employment. Wavics' customers
include the leading handset manufacturers in Korea, Japan, China, Germany and
the United States and in 2004, Wavics had more than 90 design wins that are
expected to deliver in 2005. Company
news release
Nichia Rattles the Saber at USA Distributors LIGHTimes StaffJanuary 20, 2005...Read into it what you like... Nichia Corporation has issued an announcement
with few details that "distributors in the U.S. have agreed to stop marketing
certain LED application products, which are manufactured in Asian countries,"
adding that "Nichia believed that the LED application products, which incorporate
white LEDs, infringe at least one of Nichia's U.S. patents." Further, the
announcement stated that, "Upon request by Nichia, the distributors in
the U.S. have agreed to stop selling such infringing products from June 2004,
and only sell non-infringing products from November 2004." Evidently the
LED application products these distributors sell may bear labels certifying
that they contain Nichia LEDs, "which manufacturers of LED products wish
to place on their products." The short announcement ended with... "Nichia
will continue to identify infringing LED application products in the market,
and enforce its intellectual property rights against any infringers in any part
of the world. By doing so, Nichia hopes to contribute to the growth of a fair
market, where intellectual property is valued." Content continues for LIGHTimes SecondPage members... Northrup Grumman Undertakes AlGaN/GaN Electronics R&D on a Thomas Swan PlatformJanuary 20, 2005...Northrup Grumman of Baltimore, Maryland USA has placed an order for a Thomas
Swan Close Coupled Showerhead (CCS) MOCVD mass production system from Aixtron.
The 7x3" CCS MOCVD system will be used at Northrop Grumman's facility in
Linthicum, Maryland for research and development as well as the production of
advanced AlGaN / GaN electrical devices. According to Dr. Deborah Partlow, manager
of GaN technology at NG's Electronic Systems, commented, "The Thomas
Swan CCS system was selected after a thorough study of competing platforms.
This design satisfies all of our requirements, and we are confident that we
can maintain our high material quality standards while increasing throughput
with this equipment." Aixtron's Executive VP and COO Bernd Schulte,
added, "We are excited about this key customer in the GaN electronics
market and we are looking forward to transfer the CCS technology to such an
experienced team of researchers. The CCS approach provides Northrop Grumman
with an unsurpassed control of AlGaN / GaN composition and thickness uniformity
along with outstanding material quality needed for electronic devices."
Company
news release Osram Opto Raises the Bar for Industrial LasersJanuary 20, 2005...Osram Opto has packaged up their new industrial laser diodes and called them
SIRILAS. The output of the laser diode is 30 W. With a wavelength of 808 nm,
it is ideal for example for pumping neodymium-doped solid-state lasers (Nd-YAG).
The modular concept of the laser design means that other wavelengths can also
be used, such as 940 nm and 980 nm. According to Osram Opto, SIRILAS sets a
new standard in laser diodes for pumping solid-state lasers primarily because
they're 20% smaller than current standard packages. The modules each contain
a laser bar comprising 16 individual emitters, and in addition to the small
size, the packages are both modular and enclosed, designed to make them easier
to handle and thus simplify the manufacturing process. SIRILAS is also noted
for the line's specially tailored heat sink and as everyone knows, thermal management
is everything in harnessing today's hot chips. The integrated cooling ribs on
which the laser bar is centered provides effective water cooling. The Osram
developers also came up with a clever single cooling channel to counter the
possibility of corrosion. The enclosed casing keeps dust out and also protects
against contact. An integrated lens produces an almost parallel beam, with vertical
divergence of less than one degree. This results in better beam quality, making
the laser suitable for use in direct processes such as sheet welding. SIRILAS
is targeted for use in material processing and medical engineering. Company
news release Our news features are reported
by the CompoundSemi News staff writers.
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