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Commentary: Bill Kroll, Phil Yin and Keith Evans to Co-Chair CS Vision 2007 June 19-20
 
... We've nailed down the dates for the next Compound Semi Vision get-together, June 19 and 20th. This year we've decided to hold it in our "hometown" of Austin, Texas. And three of our favorite CS supply chain industry CEOs have consented to serve as co-chairs this year: Bill Kroll,...
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RFMD Reports Record Revenues, Earnings, and Cashflow
CompoundSemi News Staff

January 24, 2007...RFMD reported all-time record highs in revenue, quarterly earnings, and cashflow. Revenue grew by 35 percent year over year for Q3 fiscal 2007, and it jumped 14 percent over Q2 fiscal 2007. Cash flow from operation reached a record $64.8 million (excluding the sale of the company’s Bluetooth assets. Through the sale of virtually all of its Bluetooth assets, the company recognized an additional gain of $36.3 million. The good results were somewhat tempered by the forecast of a smaller than average (but still significant) seasonal quarterly decline for the quarter ending in March 2007.

The company’s cellular market revenues were dominated by sales of its Polaris Total Radio solution which grew for the tenth consecutive quarter. They are expected to continue to grow through March. In the wireless market, the company sold nearly all of its Bluetooth assets to Qualcom. The company says it has multiple customer engagements for its RF811X family of software GPS solutions, it expects to receive commercial production orders in the first half of calendar 2007. In the infrastructure market for the quarter, the company sample its 15-watt RF3825 gallium nitride power IC for public mobile radios and other wideband applications. The company also sampled its new 48V 120W WCDMA GaN HPA to a key technology partner.

Bob Bruggeworth, president and CEO of RF Micro Devices, said “As we look to March and the balance of 2007, we expect our growth to be led by our industry-leading power amplifiers as well as our Polaris family of Total Radio transceiver solutions. We also anticipate that initial production ramps of our GaN-based products and our software-based GPS solutions will commence in 2007, which we expect will contribute positively to growth, diversification and profitability." Company Quarterly Financial Results

Osram Opto Semiconductors to Introduce Sirilas Laser Diode Array at Photonics West 2007
CompoundSemi News Staff

January 24, 2007...Osram Opto Semiconductors (Osram) will introduce its Sirilas laser diode arrays at Photonics West 2007. The Sirilas laser diode arrays will come in the form of pumping modules produced by RayTools, a maker of lasers for industrial applications. Osram Opto Semiconductors says that the RayTools-Sirilas Linear Array is an easy-to-use housing for its Sirilas diode laser bar. Each array of laser diodes is comprised of 16 individual emitters that can achieve an output of 30 Watts (W). RayTools’ pumping modules can have up to 10 Sirilas laser diode arrays and outputs of up to 300 W.

Osram says that Sirilas has integrated cooling fins, on which the laser bar is centered. These provide effective water-cooling while reducing the thermal resistance. The simple design of the cooling channels minimizes the possibility of corrosion, and an enclosed package protects against dust and contact. An integrated lens produces an almost parallel beam with vertical divergence of typically one degree. Sirilas laser bars are ideal as pumping sources because they can be precisely tuned to absorption lines of solid state laser materials. The RayTools Sirilas Linear Array and its multiple pumping modules can replace CO2 lasers for applications such as welding plastic and metal. Osram Opto Semiconductors News Release

Cree to Make Initial Switch to 4-Inch Wafers for Power LED and Schottky Diode Production
CompoundSemi News Staff

January 23, 2007...Cree Inc. of Durham, North Carolina USA, reported in the company's recent earnings conference call that it has qualified its 4-inch wafer processes for fabrication of Schottky diodes and LEDs. Cree CEO, Chuck Swoboda explained to analysts that the switch from 3-inch wafers to 4-inch wafers to produce die for power LED chips helps improve production yields. This is because, when a design requires the same width from the edge of a wafer to the circuit, the unused edge portion of the wafer makes up a smaller percentage of the total area on a wafer with a wider diameter. As a result, a greater percentage of the wafer can be used for circuits.

Cree also indicated in its second quarter fiscal 2007 conference call that it would begin the switch to 4-inch wafers on a small percentage of its power LED and Schottky diode production and that the company hopes the switch to 4-inch wafers will prove to lower overall production costs in addition to increasing production yield. Cree reported lower demand, however, for its power LEDs and Schottky diodes for the quarter, and that this lead to lower levels of production in its fab facility. In the coming years, however, Swoboda underscored that Cree expects increasing demand for its high brightness LEDs, especially in automotive lighting. Cree News Release and Link to Conference Call

Munich Court Rules in Favor of Veeco in AFM Dispute
CompoundSemi News Staff

January 22, 2007...Veeco Instruments of Woodbury, New York USA, noted for it's compound semi epiwafer machinery and atomic force microscopes (AFM), has reported that the European patent office in Munich has ruled in favor of Veeco in the company's dispute over AFMs with Asylum Research Inc. The Munich court has dismissed the opposition filed by Asylum Research Inc. against Veeco’s European Patent No. 839,312 (the '312 patent). Asylum Research, a company started by former Veeco employees, claimed that Veeco’s ‘312 patent was invalid. The patent relates to the use of an atomic force microscopes in what's called Tapping Mode (a term for which a patent has been applied) with phase or frequency detection to image the topography and surface characteristics of a sample. According to Veeco, a three judge panel dismissed each of the grounds for opposition asserted by Asylum and affirmed the validity of the Veeco patent.

Veeco said it is also pursuing an infringement lawsuit against Asylum Research Inc. in the Central District Court of California. The complaint in this lawsuit alleges that the manufacture, use and sale of Asylum's MFP-3D atomic force microscope constitutes willful infringement of five Veeco patents, including the U.S. counterpart to the European '312 patent. Veeco said it expects a favorable outcome in the lawsuit, which is seeking unspecified monetary damages and a permanent injunction to stop infringement. Veeco News Release

Promotions Take Place at Native GaN Substrate Supplier, Kyma Technologies
CompoundSemi News Staff

January 22, 2007...Kyma Technologies of Raleigh, North Carolina USA, a supplier of native gallium nitride substrates and materials, has reported that Dr. Edward Preble, the company's former VP of engineering, has been promoted to the position of chief operating officer (COO) and that Mark Williams, company co-founder and former COO has left the company to pursue other opportunities. Kyma also reported the promotion of Terry Clites to the position of operations manager, reporting directly to Dr. Preble. “Ed has demonstrated great leadership qualities and has played a very key role in positioning Kyma for a great future. We are very pleased to promote him to this position, which is critical to Kyma’s continued growth,” stated Dr. Keith Evans, president and CEO of Kyma. In his new capacity, Ed Preble reports directly to Dr. Evans, taking on the responsibility for monitoring and improving daily operations of the company and participating in long term strategic planning.

Ed Preble began working for the Kyma in 2003 as senior engineer, and was promoted to VP of engineering in 2005. Prior to joining Kyma, Preble was employeed by the General Electric Company after receiving his Ph.D. in the famed North Carolina State University Materials Science and Engineering department under Professor Bob Davis which spawned a number of notable wide bandgap semiconductor leaders who went on to found notable companies in the field, including Cree and Nitronex. Dr. Preble has authored over 35 scientific journal articles and is an inventor on eight pending patents. Terry Clites began working for Kyma in 2003 as a Crystal Growth Engineer. He was previously a Manufacturing Engineer with Sony Semiconductor where he became a Certified Six Sigma Black Belt. He has an M.S. in Materials Science and Engineering from University of Florida and a B.S. in Ceramic Engineering from Clemson University. Terry has done a great job in driving establishment of a quality-minded culture throughout Kyma’s organization,” said Dr. Preble. Company News Release

Cree Revenue Falls, But New Products Begin Brisk Sales in Q2 Fiscal 2007

January 19, 2007...Cree Inc. of Durham, North Carolina USA reported a 16 percent revenue decrease for the second quarter of fiscal 2007 ending December 24, 2006, compared to the same period a year ago. Profit for the quarter declined about 6.8 percent compared to a year ago. For the first half of fiscal 2007, the company’s revenues decreased by 8 percent compared to the first half of fiscal 2006. Net income for the first half of the fiscal year dropped about 24 percent, despite being bolstered by the sale of marketable securities.

In the conference call following the release of the company’s financial results, Cree’s president and CEO, Chuck Swoboda cited slower LED chip sales as the reason for the decline in revenue. “The LED slowdown was primarily due to lower sales of our mid brightness chip products for mobile phones and other applications,” Swoboda said. Content continues for LIGHTimes SecondPage members...

NL Nanonsemiconductor Becomes Innolume; Delves into Silicon Photonics
CompoundSemi News Staff

January 19, 2007...NL Nanosemiconductor, a company that specializes in quantum dot semiconductor laser technology based in Dortmond, Germany, announced that it is changing its name to “Innolume.” The company also announced that it has added to its management team to develop silicon photonics at its new facility in Santa Clara, California USA.

Innolume reported advances in semiconductor optical amplifiers (SOAs) using quantum dot technology for the 1.3Cm spectral range. SOAs boosts optical signals that have traveled long distances and attenuated through fiber. The company’s new device is based on an AlGaAs/GaAs laminated structure grown on a GaAs substrate. It incorporates an efficient InAs/InGaAs quantum dot active region. The company points out that previously, quantum dot-based SOAs could not compete against InP-based SOAs in terms of net gain and gain saturation. Innolume has demonstrated a significant improvement in the operation of QD-based SOAs with a fiber-to-fiber small signal gain as high as 25 dB and a saturation output power at -3dB in excess of 10 dBm. The device uses Innloume’s proprietary quantum-dot technology platform which has been previously used for development of advanced mode-locked lasers, broadband lasers, and high-power lasers. Company News Release

CIR Says Silicon Photonics Will Go into VOAs and Reduce Ethernet Cost
CompoundSemi News Staff

January 19, 2007...CIR, a company which reports on the optoelectronic market, will released a new report about silicon photonics in February. CIR’s report predicts that the use of silicon photonics will grow, despite that it may never reach the performance of compound semiconductors in optoelectronics. The report notes that high performance silicon photonics may never be able to match the power and optical integration of the indium phosphide (InP) and gallium arsenide (GaAs) optical components. CIR said that the ability to use standard CMOS technology was one major factor that would drive down the cost of silicon photonics. CIR says the adoption of silicon photonics will start with the deployment of silicon waveguides for VOAs, and it will increase with the technology’s ability to greatly reduce the cost of 10 Gig Ethernet while improving data transmission rates and connection speeds. CIR News Release

Kyma Awarded New DOD Development Contract for Native GaN Substrate Device Technology
CompoundSemi News Staff

January 16, 2007...The United States Department of Defense (DOD) has awarded Kyma Technologies of Raleigh, North Carolina USA, a $3.3 million mult-year contract to develop high-power high frequency electronic device technology. The contract, which draws some of its funding from both the Missile Defense Agency (MDA) and the Air Force Research Laboratory (AFRL), hopes to utilize the company’s low defect density native GaN substrates to develop and advance high-power high frequency (HPHF) electronic device technology for applications such as: radar, electronic warfare, communications, and optoelectronic systems critical to the DOD. (“Native GaN substrates” refers to single crystal GaN substrates that are sliced from crystalline boules of GaN.) Kyma points out that the new contract leverages the achievements and plans of several of the company’s ongoing cooperative research and development agreements with the AFRL, the Naval Research Laboratory (NRL) and several MDA small business innovative research programs (SBIRs) and small business technology transfer research programs (STTRs) (Ref: NRL Coverage, AFRL Coverage, MDA Coverage).

Mr. John Blevins of AFRL’s Materials Directorate is the technical monitor of the new program, while Dr. Drew Hanser, Kyma’s CTO and VP Business Development, is the principal investigator. “While today’s HPHF GaN device technology has reached impressive performance levels, reliability issues remain which we believe are tied to the current reliance on foreign substrates. Kyma’s native GaN has the potential to solve these problems by enabling a higher quality device active region. Our overall approach is to use the best materials possible, prove out the device benefits, while working in parallel to make these materials more readily available,” said Hanser.

Dr. Keith Evans, Kyma’s president and CEO, added, “This program represents an important contribution to our mission to provide our customers with a range of best-in-class III-nitride products. We are thankful for the vision and the support of our DoD colleagues and are dedicated to making this a successful effort.” Kyma News Release

Spire's Bandwidth Awarded Nasa Contract
CompoundSemi News Staff

January 16, 2007...NASA’s John Glenn Research Center in Cleveland, Ohio USA, has awarded Spire Corporation a $600,000 contract to develop a new type of thermo photovoltaic (TPV) cell that produces electricity from heat. In theory, NASA could use TPV cells to generate electricity from heat produced by radioisotope sources for long duration space missions. Potential consumer applications include using heat from combustion to produce electricity.

According to Spire, the work will be carried out in part at its wholly owned subsidiary, Bandwidth Semiconductor. Bandwidth Semiconductor reportedly already offers gallium arsenide (GaAs) solar concentrator cells for converting the sun’s energy to electricity. Bandwidth Semiconductor says it has over ten years of experience producing cells like these TPV cells, which use indium gallium arsenide (InGaAs), a variation of GaAs. Spire News Release

SatCon Awarded Subcontract in DARPA Diode Battery Project
CompoundSemi News Staff

January 15, 2007...SatCon Technology, a maker and developer of power electronics of Boston, Massachusetts USA, reports that it was awarded a $208 thousand subcontract from North Dakota State University (NDSU) to design electronics for an advanced Diode Battery. NDSU was contracted through a Defense Advanced Research Projects Agency (DARPA) contract to develop a Micro-Isotope Power Supply. NDSU has subcontracted SatCon Technology to design power conditioning and management for the battery devices that NDSU is producing. Other collaborators on the team include: experts from Rensselaer Polytechnic Institute, Battelle Pacific Northwest Division (Pacific Northwest National Laboratory), and the Naval Research Laboratory.

According to SatCon the goal of the program is to develop a one cubic centimeter AlphaVoltaic (AV) battery that can deliver 35 milliwatts continuously for many months to many years. SatCon explained in its news release that the principle of the operation is very similar to photovoltaics (PV) with the radioisotope the source of energy rather than the sun. The AlphaVoltaic is designed for higher energy excitation, using wider bandgap materials than photovoltaics. SatCon also said that batteries like these could be used to power unattended sensors for applications such as perimeter defense networks and other broader applications. SatCon's Chief Executive Officer, Dave Eisenhaure stated, "The company is poised for substantial growth in alternative energy solutions and advanced technology for energy and power management. We believe such development programs will advance the state of the art in energy storage - critical for the widespread adoption of alternative energy technologies. This contract underscores our leadership in supplying power conversion products in a new and growing market for advanced power solutions." SatCon News Release

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Commentary & Perspective...

Bill Kroll, Phil Yin and Keith Evans to Co-Chair CS Vision 2007 June 19-20

January 24, 2007...We've nailed down the dates for the next Compound Semi Vision get-together, June 19 and 20th. This year we've decided to hold it in our "hometown" of Austin, Texas. And three of our favorite CS supply chain industry CEOs have consented to serve as co-chairs this year: Bill Kroll, CEO and chairman of Matheson Tri-Gas; Phil Yin, president and CEO of AXT; and Keith Evans, president and CEO of Kyma Technologies. With a leadership team of that caliber, you better go ahead and just ink in June 19-20, 2007 on your calendars right now, because you won't want to miss this executive level business meet. CS Vision will run 8am-5pm Tuesday, June 19th and 8am-3pm, Wednesday, June 20th. Tuesday evening will be a networking reception followed, undoubtedly, by a trek through Austin's famed 6th Street music scene.

Here it is the depths of winter, and I get to plan our upcoming CS Vision conference for next June. Nothing like planning a truly hot conference, to be held in the last days of the upcoming Springtime in Texas, (which is the best time to visit Austin and the Texas Hill Country) to warm oneself when the temperatures are holding below freezing, day in and day out. This year, yours truly (Jo Ann McDonald, co-owner of CompoundSemi Online Inc. and founding editor of CompoundSemi News and LIGHTimes) will be the organizer and conference coordinator for CS Vision. If you don't recall, CS Vision is the follow-on to the old CS Outlook conferences, which date back to the mid-1990s... back when business was booming. With any luck, the compound semi business will soon boom again. The three distinguished and highly accomplished CEOs we've tagged to co-chair this year's CS Vision are clearly leading the way when it comes to bringing back the boom (or, at the very least, a little mild prosperity again). Thus, I'm thinking a good theme for this year's Vision should be "Taking the Lead." First, let me introduce to you Bill Kroll, Phil Yin, and Keith Evans, in the event that you haven't already had the pleasure of meeting them. Then I'll outline the basic structure for this year's Vision so that you can affix a Must Attend! notation after blocking off the June 19-20 dates on your calendar.

William J. Kroll, better known as "Bill" or simply "Kroll" to his friends, has been leading the way-- when it comes to the compound semi industry-- for decades. He's a man who truly knows everybody. Those of you who've worked with Bill at either Matheson Tri-Gas, (where he worked long before his memorable and noteworthy stint as executive VP of Emcore during the heydays of MOCVD in the mid 1990s) know that his influence and popularity is truly world renown. For example... if you attended a big SEMI show at his side, you'd find yourself stopping at almost every booth or pausing while Bill chatted in the aisles with about every-other person in the exhibit hall because that many people simply had to shake hands with the grand master. It was like walking around with someone running for a political office.

Bill Kroll worked originally with Matheson Gas Products Inc. starting in the late 1980s, serving for seven years as their senior VP of sales and marketing, responsible for $100 million in sales and 700 employees, worldwide. Before that, he was a VP of marketing for Machine Technology. But most in our industry got to know him from 1994 on at Emcore, until he returned to Matheson Tri-Gas to become CEO and chairman of Matheson Tri-Gas's board of directors. Two of the many memorable things about Bill while at Emcore were: 1) that he served as the executive catalyst who created GELcore, the solid state lighting JV between Emcore and GE, and... 2) that he served many years as the co-chair of the annual CS Outlook Conferences when they were under the direction of Gorham (with CS Online organizing the program). Each year we ask him to serve again as co-chair, and this year his schedule finally allows him to do so. Since he has such a long, strong history with this annual event, we should rightfully give him the title of Chairman Emeritus. In 2003, Bill also played a key role in our rollout of the original BLUE event in Dallas, Texas and did the honors with yours truly in presenting the first Compound Semi Pioneer Awards. Take a look at the pictures of that event...and when you attend this year's CS Vision 2007 in Austin, you'll see that neither Bill nor I have aged a bit! Well... at least Bill hasn't. And hey... we might just have a follow-on Pioneer Awards ceremony at this year's CS Vision. Winners traditionally have to be in actual attendance... yet another reason to plan to be there for sure! Because, who knows, one of the winners just might be you!

Bill Kroll completed his undergraduate and graduate work at Northwestern University. He's an established author, having penned more than 50 papers in the areas of physical and chemical vapor deposition for semiconductor technology, and he is a member of IEEE, SEMI, SPIE, SAE, The Electrochemical Society and MRS. Bill has served on the Boards of Princeton Photonics and Optoelectronics Materials Center, and currently serves on the boards of the CGA, AeA, IOMA, Matheson Tri-Gas, Inc. and Taiyo Nippon Sanso Corporation. Kroll was inducted into the New Jersey High Tech Hall of Fame in 2004, and was named as one of the top 25 Entrepreneurs in NJ by NJ Biz in 2006. Under Kroll’s leadership, Matheson Tri-Gas, Inc. was named Large Company of the Year by the New Jersey Technology Council in 2006. And in addition to being a master marketeer (especially in CS gasses and MOCVD technology), Bill Kroll is also a master sailboat skipper (and host).

Phil Yin is another silver fox who has held leadership positions in the compound semi industry for decades. When I had the pleasure of first getting to know Phil, he was serving as general manager of North America for Aixtron, a position he held from 2003 until taking over the helm at AXT in 2005. Prior to Aixtron, Phil... who holds a Ph.D. in material science from Brooklyn Polytechnic Institute... was sole proprietor of Philip S. Yin Consulting, specializing in epitaxial deposition, starting wafers, and strategic business development. From 1999 to 2002, he served as president of ATMI Epitaxial Services and prior to that he was senior VP, sales and marketing of Crysteco, and director of sales for Mitsubishi Silicon America. He came up through the ranks originally at Monsanto Electronics Materials and IBM Thomas J. Watson Research Center. A former Marine, Phil's one of the most personable and jovial people I've ever had the pleasure of getting to know. He's so cool, that, as a 21 year member of "HOG" (Harley Owner's Group), in his spare time he serves on the Harley Davidson Advisory Panel (as in motorcycle giant). Phil's also a member of the Electrochemical Society, The American Association of Crystal Growth (AACG) and past executive committee member of the Northern California Crystal Growers (NCCG). In his role now as the head of AXT, and because of AXT's strong ties and many joint ventures in Asia, Phil is also considered a expert in doing business in mainland China. He also considered an expert in GaAs and InP substrate technology with exceptional breadth and depth of knowledge and understanding about epitaxy.

Keith Evans, who received his Ph.D. in physical chemistry from Purdue University, has a compound semi pedigree that would make anyone in the field envious. Getting his start in the field at the USA's Air Force Research Lab (AFRL) in Dayton, Ohio at Wright Patterson AFB, Keith built a world class Air Force research group while at AFRL, where he established a precedent-setting effort in the sensor-based control of MBE crystal growth and published over 200 publications. His decade plus at Wright Pat provided him with uniquely strong ties with all the DoD agencies involved in compound semi R&D, many of which help support Kyma's outstanding research and development in native GaN substrates. Keith left AFRL in 1996 to join a laser startup and has gone on to hold a number of key executive positions in the CS industry that span the entire supply chain including substrates, epitaxial growth, epitaxial growth equipment, and devices. Prior to becoming president and CEO of Kyma Technology, he served as senior VP business development and chief marketing officer for Crystal IS, where he enabled A-round equity financing and scored a key NIST ATP grant. Keith also served as VP of advanced technology at Veeco-St. Paul, where he developed and won funding for that company's Epitaxial Growth Process Integration Center (PIC). When he was VP of operations and advanced technology for QED, Keith drove record production efficiencies, revenues, and profits and proposed the successful merger between QED and Epitaxial Products International, which resulted in the formation of IQE. IQE quickly became the industry's largest compound semiconductor wafer manufacturer and it is still growing, as evidenced by the recent merger with Emcore's epitaxial group and the recent acquisition of MBE Technologies.

How are those for impressive biographies? And that's just our co-chairs for the event. Wait until you see the quality and number of market analysts we're inviting to speak at CS Vision in Austin on June 12-20, 2007 and out and out "visionaries." We're even inviting my peers in the semiconductor trade press to attend and take part in a panel or two. If they accept, I'm considering adding a seminar the day before the main conference for conference attendees and their young up and comers in IR and PR. The seminar would be led by senior press and investor relations gurus. It would be called (of course) "Tricks of the Trades" and provide unique insight for those seeking strategic and tactical knowledge in today's investor relations, press and public relations practices. As you can see, CS Vision is shaping up to be a true executive level business conference. And this year we're asking our keynoters and speakers to look further into the future than just the usual one or two years out. We're Taking the Lead (yeah... I like the sound of that as a theme) by looking five years out to see if, as a group of caring leaders, we can't reach some consensus as to how the CEOs and other senior managers of the companies in the compound semi industry supply chain might better prepare, and team, to provide truly superior materials, equipment, and expertise for their customers and fellow developers so that the compound semiconductors and their supporting technologies can even better prepare for future needs. We'll review what's been happening--and what to expect--in the sectors we cover in these pages: advanced communication, advanced solar, advanced sensors, laser diodes, and unique LEDs beyond solid state lighting applications, which we cover over our sister site, Solid State Lighting Net, at our annual BLUE event in Taiwan. This year, BLUE 2007 is slated for April 17-19. Note that the agenda for BLUE has just been posted. We'll have the website live for CS Vision 2007 ready soon.

Have you noticed that everything we cover at CS Vision and In CompoundSemi Online is preceded by the term "advanced"? That's because there's absolutely nothing retarded nor backward nor mundane when it comes to the compounds. Like our theme for CS Vision, the compounds are traditionally leading the way to better products for a higher quality of life for everyone... and their natural environments. Plan now to attend CS Vision 2007 June 19-20 in Austin and be part of the compound semi leadership team.

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