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Editorial: Events Abound
 
... BLUE's over for this year, but next up for the compound semi (CS) and solid state lighting (SSL) industries is Lightfair International in New York (the week of May 7th), followed by CS Mantech in Austin (May , and a slew of CS-related technical meets round the globe that...
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Emcore Awarded NASA Contract for Spacecraft Solar Cells
CompoundSemi News Staff

April 30, 2007...Emcore reported that its Photovoltaics Division was awarded a $2 million contract from the National Aeronautics and Space Administration (NASA) Jet Propulsion Laboratory (JPL) to design, manufacture, test, and deliver solar panels for the Mars Cruise Stage Spacecraft. The spacecraft is reportedly designed to take the Mars Science Laboratory (MSL) rover to Mars. If all goes according to plan, the spacecraft will communicate with the entry vehicle, which will deliver the rover to the surface of Mars. The launch of the spacecraft is planned for the fall of 2009.

Emcore will utilize its latest 28.5 percent efficient solar cells to provide 1kW end of life (EOF) power to the spacecraft. The spacecraft will operate at 1.6 times the distance from the son that the earth is from the son (1.6 Astronomical Units). Emcore points out that unlike their terrestrial counterparts, the solar cells used in the spacecraft will be radiation hardened. "Emcore Photovoltaics Division continues to grow at a rapid pace, and has recently secured more than a dozen new production programs for fully integrated space solar panels. Our recently completed expansion provides Emcore with the capacity to meet the most challenging requirements of our space and terrestrial customers. Emcore remains committed to manufacturing the highest quality, best performing solar power products in the industry. Satellite manufacturers and solar array integrators continue to rely on Emcore as their only independent source that meets all of their satellite power needs," added Reuben F. Richards, Jr., President and CEO of Emcore. Emcore News Release

Skyworks Delivers Solid Quarter
CompoundSemi News Staff

April 30, 2007...Skyworks Solutions Inc., of Woburn, Massachusetts USA, has reported second fiscal quarter financial results that are in-line with expectations. The revenue for the quarter, $180.2 million, was up 5 percent from the same period a year ago. The net income for the quarter of $17.6 million, more than tripled compared to a year ago when it was only $4.6 million. The company posted $13 million in GAAP operating income, a 420 percent improvement over the period a year ago when it was $2.5 million. "Skyworks' second fiscal quarter results demonstrate the strength of our new business model and reflect our efforts since exiting the baseband product area two quarters ago. We have since focused exclusively on our core analog and RF businesses and have improved profitability more than three-fold year over year," said David J. Aldrich, Skyworks' president and chief executive officer. "Our earnings leverage will become even more evident as we ramp several key, high profile programs over the next several months."

During the quarter the company expanded its linear product portfolio with 15 new products, it received production orders for a front-end solution to support a new multimedia and music platform, the company’s Helios RF subsystems were integrated into several popular cell phone models, and the company introduced its new Helios WEDGE Transceiver. Company Q2 Fiscal 2007 Financial Results

Ascent Solar Chairman to Take More Active Role in Production Ramp
CompoundSemi News Staff

April 30, 2007...Ascent Solar of Denver, Colorado USA, a thin-film CIGS technology company, reported that its chairman, Dr. Mohan Misra, will also serve as the company’s chief strategy officer. Additionally, Mr. Ashutosh Misra, a member of the board of directors, will transition from his current consulting role to a full-time role as senior vice president for operations and corporate affairs. As part of his new role as chief strategy officer, Dr. Mohan Misra, will help guide the company as it prepares for its initial commercial production. Dr. Misra did pioneering work in thin-film photovoltaics at Lockheed Martin in the mid 1980s. He is also credited with founding ITN Energy Systems and Global Solar Energy Inc. He also developed roll-to-roll manufacturing equipment and processes that are in use today.

Ascent Solar is currently building a pilot production plant which plans to have an annual capacity of 1.5 megawatt (MW). The pilot plant is reportedly on schedule to be completed in the fourth quarter of 2007. Initial operations for the plant are planned for early 2008. Company president & CEO, Mr. Matthew Foster indicated that Dr. Misra will help the company quickly ramp up its pilot scale production to support and validate a planned expansion to 25MW by the end of 2009 and ultimately to 100MW scale production levels and above. Mr. Foster stated, “I believe that our team is one of the most experienced in the world and provides us the knowledge base necessary to meet some very challenging manufacturing milestones.” Company News Release

Reconditioned Semiconductor Equipment Supplier ClassOne Gets New Facility
CompoundSemi News Staff

April 26, 2007...ClassOne Equipment, of Decatur, Georgia USA, a supplier of reconditioned semiconductor equipment reported that the company opened a new 40,000 square foot sales, marketing, and technical support facility. According to the company, the new facility will provide a place to store and showcase equipment while also provide a place to expand the company’s sales, administrative, servicing, and support facilities.

The new facility is located 15 miles from Hartsfield Airport in Atlanta. The company says that the new location effectively quadruples the space of the previous facility. The new location also houses a 10,000 square foot lab space for refurbishing, showcasing, and demonstrating equipment to customers. The company allows customers to “test drive” equipment in the lab, but also includes a three month warranty, and a 30-day right of return on each piece of equipment. Company News Release

Asahi Glass Develops Insulator for High Frequency Devices
CompoundSemi News Staff

April 26, 2007...Asahi Glass of India has developed a new paint-type insulating material that can be used as an interlayer dielectric for high-frequency devices including those made with gallium nitride (GaN) and gallium arsenide (GaAs). According to the company the material can be easily painted on by the spin coating method and it remains stable at up to 350 degrees Celsius. The material, a fluoropolymer, reportedly has much greater thermal stability that previous fluoropolymers.

Asahi was able to develop the material with lower permativity than that of the polyimide-based insulating materials. Asahi explains that because of the material’s low permativity it can greatly reduce wiring capacitance, raise the operation frequency of devices, and slash power consumption. These capabilities make it ideal for use in communication and cellular phone IC’s. Company News Release

IXYS Awarded California Innovation Award
CompoundSemi News Staff

April 26, 2007...IXYS, a pioneering company in power electronics development based in Santa Clara, California USA was among 15 top companies honored with a California Innovation Award. Over 300 companies spanning a gamut of high tech fields, were initially nominated for the California Innovation Award. Then California Innovation Corridor partners reportedly narrowed the field to a list of about 75 Innovation All-Star Candidates. Then from the list of about 75 candidates 15 companies were chosen to be winners of the awards for innovation. The awards cap off the California Tech 100 event—the “first-of-its-kind” statewide conference that has brought together a unique ensemble of angel investors, venture capitalists, CEOs, educators, and workforce talent professionals focused on celebrating California’s success as an innovation hotbed. California Innovation Corridor partners, managed by the California Space Authority (CSA), a statewide nonprofit organization, and administered through the Labor Workforce Development Agency (LWDA), chose the final recipients.

Autobytel, Inc. in Irvine, DJO Inc. in Vista, FormFactor, Inc. in Livermore, Symantec in Cupertino, QAD in Carpinteria, Kintera, Inc. and QUALCOMM in San Diego, NETGEAR in Santa Clara, and Callidus Software and Covad Communications Group, Inc. in San Jose. The City of Sunnyvale had four local companies winning the award: Kyphon, Juniper Networks, Network Appliance, Inc., and Trimble. California Space Authority News Release

TriQuint Revenues Surge Upward for Q1 2007
CompoundSemi News Staff

April 26, 2007...TriQuint reported strong growth for the first quarter of 2007 ending March 31, 2007. Revenues grew 26 percent over the previous quarter and an impressive 186 percent over the same period a year ago. Ralph Quinsey, president and CEO stated, “The first quarter of 2007 was a solid quarter for TriQuint with better than seasonal revenue performance, improved gross margin percentage and earnings above the midpoint of our guidance.” He added, “We recorded strong design win activity for handset products in the quarter, increased revenue in the space market and continued strong quote activity in the military market.”

TriQuints accomplishments for the quarter include booking $7.4 million in R&D supported by military and other contracts. The largest part of the contracts comes from year three of TriQuints DARPA GaN development project. The company reported a record number of handset design wins for the quarter, and it began shipments of power amplifier modules to a new top five handset customer. Additionally, the company retired $218.8 million of convertible subordinated notes upon maturity. Despite the strong quarter, TriQuint remains cautious for its second quarter outlook predicting only flat to slight growth in revenue. Company Q1 2007 Earnings

II-VI Inc. Revenues Up 14 Percent for First Nine Months of Fiscal Year
CompoundSemi News Staff

April 25, 2007...II-VI Incorporated reported financial results for its third fiscal quarter which ended March 31, 2007. Over the first nine months of the fiscal year, revenues increased 14 percent to about $191.2 million compared to $167.6 million the same period during the previous fiscal year. Net profits for the nine months were $26.7 million compared to $19.4 million during the same period of the previous fiscal year.

Company president and CEO, Francis Kramer explained that the company made significant financial improvement in its Near-Infrared Optics business segment and increased sales of UV filter products. He also said that the Infrared Optics business segment posted record revenues for the quarter. "During the quarter, we further strengthened our balance sheet and reduced our debt while making essential investments in equipment and facilities to expand our production capacity. We expect record revenues for the fourth quarter of fiscal year 2007, as well as continued revenue and earnings per share growth in fiscal year 2008." Links to Quarterly Financial Results and Conference Call

Forepi Takes Delivery of Aixtron’s Thousandth Reactor Shipped
CompoundSemi News Staff

April 24, 2007...Aixtron of Aachen, Germany, met an important milestone shipping its one-thousandth reactor to Foremosa Epitaxy Corporation (Forepi) of Taiwan. While Forepi is a big foundry, it is not so big as to have 999 other Aixtron reactors as at least one of our competitors implied. Forepi is a pure-play manufacturer of high power indium gallium nitride (InGaN) LED wafers and chips that was founded in 1999. The company boasts that it is the only LED manufacturer in Taiwan to currently offer the full optical spectrum ranging over high power InGaN blue, green and near-UV LEDs. Forepi purchased Aixtron’s Close Coupled Chower head MOCVD reactor with a 30 X 2in configuration. The device will be installed at its foundry in Lungtan Industrial Park Taoyuan, Taiwan.

Bernd Schulte, executive VP and COO of Aixtron, said, “We are very pleased to be able to report the delivery to Forepi of our 1,000th reactor. Forepi is one of our oldest long-term customers and it makes it all the more rewarding an achievement when such a high profile company orders another of our MOCVD tools.” Schulte said that brings Aixtron all-time global total to 1600 Aixtron systems installed worldwide. Aixtron News Release

Veeco Awarded R & D Contract to Develop EUV Lithography Equipment
CompoundSemi News Staff

April 23, 2007...Veeco, a compound semiconductor equipment maker, reports that it has been selected by Sematech to provide research and development for an extreme UV lithography tool development project. Sematech, a leading nanoelectronics consortium along with the College of Nanoscale Science and Engineering ("CNSE") of the University at Albany announced that Sematech North (ISMTN) will pay $2.4 million to Veeco for EUV lithography equipment development. Sematech will use the research to further develop its ion beam deposition tool.

According to Veeco, Ion Beam Deposition tools are used in the fabrication of mask blanks - the base material for the stencil-like photomasks that are used to describe patterns on nanoelectronics wafers. Ion beam deposition is essential for the deposition of ultra-thin layers of materials that are demanded in the EUV manufacturing process, Veeco indicated. Since International SEMATECH North's inception in 2002, Veeco has received nearly $19 million in funding for Ion Beam products and R&D programs. Veeco News Release

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Commentary & Perspective...

Events Abound
Jo Ann McDonald

April 24, 2007...BLUE's over for this year, but next up for the compound semi (CS) and solid state lighting (SSL) industries is Lightfair International in New York (the week of May 7th), followed by CS Mantech in Austin (May , and a slew of CS-related technical meets round the globe that will keep the technical types trotting. The spring schedule winds up with our annual CS Vision executive business forum in Austin. Herein lies Jo Ann's informal update on the key meets where our reporters are in attendance.

BLUE 2007 was great. It had an excellent turnout and terrific speakers. And although our keynote speaker, Neal Hunter, got on a plane whose faulty engines made it turn around and go home... and thus didn't make it to Taiwan, his fellow co-founder of both Cree and LED Lighting Fixtures, Antony (Tony) van de Ven hopped over from Hong Kong and delivered Neal's talk. Thanks Tony! We missed you, Neal. No wonder so many of us close notes to our friends with "safe travels." Our senior technology editor, Alan Thompson, made it there from Seattle, Washington and was at BLUE in Hsinchu manning the presentations and helping our co-chairs keep everything on track. When he catches his breath, he'll be reporting on the meet in this slot. Our CEO and managing editor of all our publications, Tom Griffiths, was there too in his role as Program Chair, greeting everyone, loading PowerPoint presentations, working with the hotel, etc., etc., and now he's busy loading pdf's of the presentations onto our BLUE 2007 site for the convenience of our BLUE 2007 attendees. Stay tuned, you'll be getting your passwords from Tom soon.

Super thanks to our co-chairs for BLUE: Epistar CEO, BJ Lee, BridgeLux CEO, Bob Walker, and Brent York, TIR System's CTO. And again, I'd like to publicly thank my colleagues here at CS Online Inc., Alan and Tom, for doing such a great job. And special thanks goes out to all our wonderful sponsors: Veeco, Aixtron, Tekcore, SemiLeds, and BridgeLux. We literally couldn't do it without you. Your support means so much to the industries we all serve.

As I flit through the posted presentations, it isn't hard to be especially impressed by the number and quality of international speakers at BLUE this year, and evidently our attendance was more international than usual. On the one hand, with BJ Lee's Epistar now running a whopping 170 of the 300 MOCVD reactors, it's no wonder everyone knows the road to Taiwan. There's enough fresh editorial fodder in the presentations to keep us busy for some time. Thanks again to everyone for putting together excellent talks and for your continued support of this important SSL suppliers meet.

Next up is Lightfair International (LFI), to be held the week of May 7th, with the expo going on the 8th through 10th at Javits Convention Center in New York City. Tom Griffiths will be there, as will Nisa Khan, who has consented to serve as Executive Director of SSLITA, the new Solid State Lighting Industry Trade Association that Tom, Nisa and our founding board of SSLITA directors are forming. If you'd like to contact her to set up a meeting, her tel in Red Bank, New Jersey is: Tel: +1 732 784-1812 and direct email is: nisakhan@optonline.net. Tom's tel in Austin, Texas is: 512-257-9888. Nisa and Tom will be attending GE's media luncheon Tuesday, May 8th, and will be on the showroom floor before and after that, for sure. Note that the LFI theme this year is "Be Brilliant!" And it looks like LEDs and SSL will be garnering considerably more exhibit and publicity space this year. Obviously, we're being "discovered" by the greater lighting designer community.

Right after LFI is the 22nd annual CS Mantech Conference May 14-17 in Austin, Texas at the Hilton Hotel, which is located right next to the convention center, near downtown Austin. Northrup Grumman's George Henry is conference chair this year and TriQuint's Marty Brophy is technical program chair. Marty and his committee have put together another strong program targeted to the nitty gritty of actual manufacturing. As George puts it in his chairman's message: "Although our technical papers are of central importance, much more is offered. Monday’s Workshop provides an opportunity to be brought up to date on a number of topics of broad interest. Tuesday features our Exhibits. Visitors learn about the latest products from companies serving our industry by visiting booths and by attending the Exhibitors’ Forum. Since its inception, a hallmark of CS Mantech has been providing a wide range of opportunities for discussions, exchange of information, and networking in a relaxed, informal setting. Our social events, the Monday Exhibits Reception and Tuesday’s International Reception, are a pleasant mix of business and fun. The Rump Sessions on Wednesday evening are a freewheeling, no-holds-barred discussion of technical issues. At the Interactive Forum on Thursday you can meet one-on-one with all our authors to discuss their work. Finally, in a break with the past, our Conference Close features a Most Beautiful Picture Contest."

Note, especially, the plenary session on Tuesday morning, May 15th. Invited presentations are slated from TriQuint's CEO (and our good frind) Ralph Quinsey will present a State of the Compound Semiconductor Industry: A Focus on Communications. Following Ralph will be GaAs Industry in Europe – Technologies, Trends and New Developments by Filtronic's Wolfgang Bösch, then An Overview of Emcore's Multi-junction Solar Cell Technology and High Volume Manufacturing Capabilities by David Danzilio of Emcore Photovoltaic division. Winding up the plenary session will be a talk on Bulk Acoustic Wave Devices – Why, How, and Where They are Going by TriQuint's Steven Mahon and Robert Aigner. We'll be there, in force, since Mantech is being held in our homebase in Austin.

The CS and SSL communities have two key meets slated for Austin this Spring. After Mantech in mid-May, our annual CompoundSemi Vision executive business forum is slated for June 19-20th at the Hyatt Regency on beautiful Town Lake. I'll be organizing CS Vision this year, and the program is shaping up quite nicely. We've already posted the preliminary agenda. Take a look. I think you'll agree it's coming along nicely, so make plans now to attend. We'll all be there, and hope to see you there too as well as at LFI and Mantech. Safe travels!

If you have news or views to share about the compound semiconductor, LED or solid state lighting industries
contact our Publisher, Tom Griffiths
His direct tel in Austin is +1-512-257-9888

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