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Technology Stocks : LSI Corporation

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To: SMALL FRY who wrote (9730)2/12/1998 12:52:00 AM
From: shane forbes  Read Replies (1) of 25814
 
SF:

It's a funny world. I read an article very recently about SiGe. Mostly Greek to me but here it is:

techweb.com
(five licensees: Harris, Hughes Networking, National
Semiconductor, NorTel and Tektronix)

The sudden surge of development in SiGe could be the writing on the wall for
GaAs. SiGe designers say that they get all of the individual transistor speed of
GaAs, but with far less noise, much higher uniformity of performance across a
wafer, much greater thermal conductivity and a far better cost structure.

Those comparisons have led SiGe proponents to predict that the technology
will eventually drive GaAs into an ultra-high-speed niche. GaAs is still too
difficult for many companies to master because of the inherent instability of
arsenic, which causes threshold voltages to vary across the wafers, lowering
yields. GaAs devices are also generally produced on older, 4-inch-wafer
production lines.

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Also I could be wrong on this but I think that recent purchase by VSH of I think (Temic ?) means VSH is in the SiGe business as well.

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