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Technology Stocks : White light from LED
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To: John Finley who wrote (448)10/20/2001 11:28:41 AM
From: kinkblot  Read Replies (1) of 565
 
Availability of cheap GaN substrates will benefit the merchant epi guys.

Three that come to mind are ATMI, EMCORE and Kopin. Once you eliminate the buffer layers, transition layers, etc. and build on the same material, you've got a materials system that's similar to what they're doing now on GaAs (HBT, for example). So this could become a big new market a couple of years out for anyone who's ready with GaN epi capability. However, I doubt that any of the above want to be in the substrates business.

For the buyout pool: AXT or Litton Airtron.
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