SLX silex systems limited

Interesting comment on IQE

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    0 16/3/201809:31 If anyone is interested learning a bit more about cREO, given that IQE has confirmed that it has taken up its option to purchase this technology, from Silex, read on, if not pass by. I believe on researching this ‘deal’ that IQE have obtained patented IP ( and have since acquired extra patenting) at a sale of the century price, this deal imho will be seen as an amazing bargain in years to come. I asked Drew Nelson, how could IQE have gained this IP on what seemed a very low price and he explained that Silex had the IP but could take it no further, it had proof of purpose, was ahead of its time, but in order to be properly developed from an ‘interesting academic proposition’ and scaled up, it needed expert engineering and a CS epitaxy company able to realise and see the concept through to the production process. IQE WIN, SILEX WIN by a small licensing fee and a continual royalty payment. This is simplistic - allowing even me to understand it! Translucent's cREO(TM) technology offers a unique approach to the manufacture of a wide range of innovative Compound Semonductor on Silicon products, including  gallium nitride (GaN) on silicon (Si) for the burgeoning Power switching and RF technologies markets.  It is protected by a wide ranging IP portfolio consisting of 74 granted patents, and 13 additional patent applications. How does it work/ what does it do? Simply,when 2 CS ( Compound Semiconductor) materials are placed together , or indeed a CS such as gallium nitride is added to Silicon a ‘charge’ or a type of short’ takes place, this is called a parasitic channel , IQE using a cREO ( crystalline rare earth oxide) layer between the 2 materials is able to neutralise this parasitic channel, essential in producing wafers with the maximal performance and energy efficiency - the ‘holy grail’ of computing/ digital functionality. Our competitors face this problem as well and are using different methods to try and overcome this pesky parasitic channel, whoever wins and gets the best solution will be in prime position in multiple markets , as far as I know IQE is the only company to say that they have overcome this problem completely, read the link below or simply read this “Using its patented technology, IQE has demonstrated that the parasitic channel can be completely eliminated”. hTtp://www.iqep.com/media/2016/05/iqe-transfers-creo™-growth-capability-to-its-north-carolina-facility-and-demonstrates-interface-charge-tuning-using-creo™-for-gan-products/ The key here is that cREO offers Potential adoption of hybrid CS-on-Si across multiple markets directed towards combining compound semiconductor with silicon to deliver high performance chips at low cost Transition to cREOTM expected to happen application by application over the coming years, INCREASING IQE’s ADDRESSABLE MARKETS. CREO opens up new opportunities, it can be applied to all of IQE’s 5 strands of business but perhaps the most important is the potential for IQE to break into the RF filter market in a meaningful way, this is likely utilising Aluminium nitride and cREO - any win here , and IQE are totally CONFIDENT, they will enter this market in a very meaningful way, ( probably with Skyworks and Qorvo - that’s imho) will generate huge revenues £££   FROM ADVFN WEBSITE
 
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