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Technology Stocks : Vitesse Semiconductor

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To: Czechsinthemail who wrote (1632)9/18/1998 3:36:00 PM
From: Sun Tzu  Read Replies (1) of 4710
 
The last bit of Silicon that I designed was in '91 and I've only kept up with the technology as "general" interest since then. So my info is not as complete as it should be. Still, if GaAs does not come up with substantial improvements in the next 3 years, I'll write them up. One of the big problems with GaAs is integrating it with Si components. It is like trying to fit a square in a circle; you need a lot of auxilary components to make it fit. What is more, silicon's prevalence means that most of the research budgets world wide is dedicated to improving Si. This has led to a number of technology leaps in recent years. IBM's copper process is just one of them. Others include TI's "super transistor" (which is at least an order of magnitude faster than the current generation) and (I can't remember who's) lithography advances. These changes will prevent GaAs to move to main stream unless some research lab comes up with an equivalent progress for GaAs to keep the cost / benefit spread between GaAs and Si the same (or push it in GaAs's favour). I am not aware of such works in progress, but then again I have not been looking for it either.

Sun Tzu
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