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Editorial: Siemens Debuts on NYSE Setting $25 Billion and US Recognition as IPO Goals
 
... Siemens A.G. made its official debut today on the prestigious New York Stock Exchange (NYSE: SI). One of the things we pride ourselves in providing our daily readership of The McDonald Report is the retrospective viewpoint that helps make today's news more accurate and more relevant to trackers of...
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Emcore Unveils 2.5 Gig VCSEL Optical Transceiver Subassembies

March 12, 2001...Emcore Corporation's (Nasdaq: EMKR) newly named "Optical Device Division" in Albuquerque, New Mexico, today announced the availability of its first 850 nm VCSEL-based optical subassemblies which incorporate industry-setting speed and reliability in a standard TOSA low cost package. Applications are targeted for Gigabit Ethernet, Fibre Channel and OC-48 applications. "Small form factor modules are emerging as the dominant solution for Gigabit Ethernet and Fibre Channel datacom markets,'' said Reuben F. Richards, Jr., President and CEO of Emcore, who debuted the rollout of the new products on CNBC's popular PowerLunch television show in New York City today. "Demand for bandwidth continues to increase and scalability has become a major concern for the providers of high-speed datacom networks. In response to the demand for these products, Emcore remains committed to VCSEL technology and intends to offer a complete VCSEL product line to help our customers remain competitive.'' SC transceivers have the largest installed base in Gigabit Ethernet and 1.25 Gbps Fibre Channel applications, while LC transceivers are the fastest growing transceivers in the datacom market. The LC transceiver is already the most popular module for 2.125 Gbps Fibre Channel and OC-48 short reach applications and are becoming the standard for Gigabit Ethernet applications. Sample quantities from Emcore for both the SC and LC TOSAs are available now, with production volumes to be available by the end of the second fiscal quarter. "These new products expand Emcore's product offering in the fastest growing segment of the data communications market. Our customer base has been requesting a cost-effective, reliable, turnkey product for easy integration into their transceiver modules,'' added Dr. Hong Hou, the newly appointed Vice President of Emcore's Optical Device Division in Albuquerque. "We believe that Emcore now offers the broadest product line in the VCSEL industry. EMCORE can provide its customers with bare die, arrays, packaged components, and optically aligned packages to meet their specific product needs.'' The new devices from Emcore will be highlighted by the company at the upcoming Optical Fiber Conference (OFC) next week in Anaheim, California.

Agere in the Public Eye

March 12, 2001...Agere Systems in Breinigsville, Pennsylvania isn't waiting to go public to remain in the public eye. The Lucent Technologies (NYSE: LU) spinoff (formerly known as Lucent's Microelectronics Group) today announced that it has established its new regional headquarters in Hong Kong to support its Pacific Rim business operations. In so doing, Agere also announced the appointment of Dr. Dennis Packard as vice president of sales and marketing, Asia Pacific, replacing Glen A. Riley who is returning to Agere's headquarters in Pennsylvania, USA. Agere's latest product rollouts of CS-relevance include a new small form factor polarization controller for use in 10- and 40-Gigabit optical networking systems. The new controller is targeted for high speed long haul system applications as a means of helping reduce distortion caused by polarization changes in high-speed optical networking systems. Developed using lithium niobate technology, Agere's polarization controller is intended for use in a polarization mode dispersion (PMD) compensator, which maintains a specific polarization of light as a signal travels across single-mode fiber in high-speed, 10- and 40-gigabit-per-second (Gbit/s) optical networks. The controller is targeted for use in high-speed long-haul applications and can change polarization modes in real time during optical transmission. Last week... and even more relevant to the compound side of the street than the above, Agere introduced a new integrated L-Band Raman pump module, comprised of passive optical components and multiple pump lasers. Raman's are of growing importance to the large systems integrators, and Agere's new Raman modules are expected to be available in the second quarter of 2001, while production quantities will be available in the third quarter. Last, but not least, Agere and Agilent Technologies (NYSE: A) today announced a multi-source agreement for 10 Gigabit Ethernet fiberoptic transceivers. The agreement is the first developed to support the proposed IEEE 10 Gigabit Ethernet interoperability standard, and specifies a uniform form factor, size, connector type and electrical pin-outs. Agere and Agilent will independently develop 10 Gigabit Ethernet transceivers based on the proposed IEEE standard and this MSA. All this and more are to be highlighted at next week's big Optical Fiber Conference (OFC) in Anaheim, California.

Vitesse Introduces New Lowest Power Crosspoint Switches

March 12, 2001...Vitesse Semiconductor Corporation (NASDAQ:VTSS) today announced that it has expanded its crosspoint switch family with the introduction of their new lowest power 36x36 and 68x68 crosspoint switches. Building on its expertise in the SONET/SDH arena, Vitesse designed Integrated Signal Equalization (ISE) capability into its crosspoint switches to eliminate the effects of Inter-Symbol Interference (ISI) that can occur in applications that use long, narrow PCB traces to route the incoming signal, such as Clos switch fabrics used in Digital Cross-connect Systems (DCS). Designated the VSC837 and VSC838, the switches incorporate novel, proprietary functionality called Integrated Signal Equalization (ISE) on every input to the switching matrix. This ‘jitter eating’ capability results in less output jitter when the incoming jitter is deterministic in nature. Both products are available in a high performance 37.5mm, 480 TBGA package. In quantities of 1,000 units, the VSC837 is priced at $769 each, while the VSC838 is priced at $325; the lowest cost solution available on the market today. Both devices are now available in production volumes.

Chinese Grow Especially Pure GaAs In Space

March 12, 2001...GaAsNET ran an eye-catching story today as its headline news item about a Chinese experiment growing GaAs in space. It is a recommended read in its entirety, but what was especially interesting was the quote by David Matthiesen, a materials engineer at Case Western Reserve University in Ohio who commented on the experiment. The reason it caught our eye here at CS News, is because Case Western is highly regarded for its compound semiconductor characterization capability, and David has been Principal Investigator on four space flight experiments investigating selenium doping of GaAs in space. The conclusion, according to research published by the Chinese Academy of Science and the Hebei Semiconductor Research Institute, was that GaAs crystals grown in space are purer than those grown on Earth . According to CWRU's David Matthiesen, "What is exciting about the recent publication is that they grew device-grade material with the specific intent to make devices. This is the first time that I know of that this type of experiment has been conducted for GaAs - or any semiconductor for that matter."

 

Swiss InP HBT Developers Take the Prize

March 12, 2001...Three Swiss InP developers, Raimond Bauknecht, Martin Bitter and Dieter Huber, have received Switzerland's "2001 ZKB Pioneer Prize Technopark" award for their outstanding work in developing 40Gb/s InP HBT receivers. The prize is given to the most innovative research idea that translates into a marketable product. A monetary award, the prize monies totaled 10,000 Greek Pi (31,415.92 Swiss francs) and primarily underscores the growing worldwide acceptance of and peer-group appreciation of advanced compound semiconductor devices... most especially, InP based devices. The award ceremony was held March 8 at Technopark in Zürich. Dr. Bauknecht is the HBT Product Manager at OptoSpeed S.A. OptoSpeed was founded in 1995 as a spinout of the Institute of Quantum Electronics, which in turn is part of the Swiss Federal Institute of Technology (ETH) in Zurich and Dr. Bauknecht and his colleagues seems especially adept at winning prizes for their leading-edge InP work. Just one year ago Roberto Dall’Ara, Opto Speed founder and CEO, received the “Swiss Economic Forum Award” for being the best young entrepreneur in Switzerland and this year Opto Speed researcher Raimond Bauknecht is one of the three recipients honored by the Zürcher Kantonalbank (ZKB) for the most innovative research project that translates into a marketable product. The other winners of this year’s edition are two of Dr. Bauknecht’s co-researchers from the Swiss Federal Istitute of Technology Zürich (ETHZ); Martin Bitter from the Institute of Quantum Electronics (IQE) and Dieter Huber from the Institute of Electronics (IFE). OptoSpeed's Roberto Dall’Ara elaborates why InP is getting so much attention. “The entire Opto Speed offering is based on InP compounds. Other than being the only choice for active optical devices, InP also offers a number of advantages compared to alternative technologies when used for high speed electronics: much better voltage handling capability than Silicon Germanium (SiGe), much less power dissipation than Gallium Arsenide (GaAs) and superior high speed performance compared with both competing materials." Winner of the ZKB Pioneer Prize, OptoSpeed's Dr. Bauknecht added his satisfaction regarding this most recent award: “I am really pleased with the prize I received with my two co-researchers today, a recognition for many years of hard work. At the same time I know that I have only scratched the surface. Opto Speed has been shipping InP 40 Gb/s HBTs since last year, with a great response from our customers. But I know that much more needs to be done: the potential for integrating more electronic and optical functions on a single chip using InP based technology is simply huge.”

GCS Signs Celeritek to 3 Year Foundry Contract

March 12, 2001...Global Communication Semiconductors Inc. (GCS Inc.) chalked up another foundry partnership today, this one is a 3-year contract with Celeritek Inc. (Nasdaq: CLTK). The contract is billed as one that will allow Celeritek greater flexibility accessing the wireless telecommunications market, especially in CDMA and WCDMA cellular phone standards, by outsourcing a significant percentage of wafer manufacture to GCS. "We are very pleased with the new commitment that Celeritek has made in GCS and the level of confidence that this demonstrates in our ability to deliver high-quality and cost-effective products,'' remarked Owen K. Wu, president and chief executive officer of GCS. "GCS has great respect for the Celeritek organization and its enviable position in the wireless telecommunications industry. We are looking forward to a long and fruitful relationship for the next three years and beyond." Under this contract, GCS will provide 4-inch GaAs HBT and PHEMT wafers for various Celeritek products which run concurrently in the Celeritek manufacturing line. "Our stated manufacturing strategy is to outsource a portion of our fabrication work. We have been working closely with GCS for over one year now and have been extremely pleased with their quality of work, ability to match our internal process, cycle time and service,"' said Perry A. Denning, vice president and general manager of Celeritek's Semiconductor Division. "It, therefore, was a natural progression to enter into a contractual relationship."

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Princeton Lightwave Plans Big Time Debut at OFC

March 12, 2001...Princeton Lightwave, Inc. (PLI for short) is another new entry to our Compound Semi startup list, but if the company plays their strategy as planned at next week's Optical Fiber Conference (OFC), they'll be better known soon. The company called attention to itself with a clever press release hook stating they were coming out of "stealth mode" for OFC. Princeton Lightwave, which is actually headquartered in Cranbury, New Jersey (not Princeton), designs, develops and delivers high performance optical components for next-generation networks. The company was founded in May 2000 as a high quality optical component house and boasts a rich product portfolio based on their unique chip level design and integration technology. PLI has a multi-disciplinary team which has already built a 90,000 sq. ft. manufacturing facility geared to deliver high power Raman and EDFA pump modules, source lasers and Broadband GainChips (BGCs). PLI is a privately held venture backed company which was spun out of Sarnoff Corporation in the spring of 2000. In May 2000 the company received $28.5M in a first financing round from the prominent investment firms U.S. Venture Partners, Venrock Associates, and Morgenthaler Ventures. PLI expects to triple their 50-person team by year end and to date, 15 of their current employees have Ph.D.s and 6 are crystal growth experts, which is considered by some to be a rare resource in this industry that is desperately dependent on good crystal growers! PLI's 5 founders are all originally from Sarnoff Corporation and their patent portfolio includes over 40 patents filed or pending. What's also noteworthy is that two females are included on their senior management team, including Dr. Pamela York who serves as VP of Corporate Development at PLI, who stated confidently in the OFC positioning release that, "Our goal is to provide the highest performing active components to the market. With our culture of innovation, customer commitment, and rapid time-to-market, we are positioned to be a major player." Welcome aboard, PLI. We indeed hope all your dreams come true!

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