SuVolta Inc. (Los Gatos, Calif.) was founded as DSM Solutions Inc. in 2005 and originally planned to come to market with a novel form of junction FET. The company went through a reappraisal of its chances and then emerged with CTO Scott Thompson on-board in 2011 touting a fully-depleted planar transistor structure that uses doping to recreate what is done by others with silicon-on-insulator wafers.
Indeed it appeared that PowerShrink transistors with their deeply depleted channel could provide n alternative to FinFET and FD-SOI manufacturing processes, but none of the leading-edge IDMs or foundries appeared to be biting.
That was until Ajit Manocha, CEO of Globalfoundries Inc. (Milpitas, Calif.) said his company was evaluating a third manufacturing process option – besides FinFET and FD-SOI. That option he called super-steep retrograde well (SSRW), which is basically another name for what SuVolta has been doing.
It is not clear whether Globalfoundries is working with SuVolta or independently of them. But either way it helps give SuVolta's technology some credibility and is a good reason to keep an eye on SuVolta in 2013.
SuVolta's PowerShrink transistor manufacturing process achieves
FD-SOI-like benefits without requiring SOI wafers as the starting point.
It achieves some FinFET benefits with needing to make and protect fins.
But will the leading chip companies reject the technology because of
Nantero made the list? Really? They have been around for more than 10 years and there has been little to watch. Why start now? :-) And since when did IMEC become this authority in technology trends. They mostly seem to be a touch behind the leading edge.
An 11 year old company with no income is not a startup, just a money sink. Sorry, but the VCs have probably diluted all the employees shares by now so there's not much motivation for the working stiffs. Good luck anyway.
SiTime is not alone in MEMS timing devices, many others including IDT are catching up fast. These devices are NOT replacements for more accurate TCXO's/OCXO's so the Silicon timing market (pegged at $1.2B total, a subset of frequency control components market at $4B). Of this, the MEMS oscillator market is projected to be at ~$440M by 2017... so the market is starting to get crowded.
You guys are missing the point....start-ups are considered young, bold, attractive. The heavy hitters only look at the VC ones. There are, for example, small beverage companies slowly climbing the cliff. Triple-S Michelada (Brownsville), for example, is a small company causing quite a stir in the beverage world and is virtually unknown at this point still. Zimbio, Technorati, Orkut are other ones that should be up and coming pretty soon. No matter the company---the class product they represent is the difference between $$ and $$$$$$$$$$$$.
Hi MP, you are referring to a forward-looking forecast from Yole, which also gives SiTime 80% share of MEMS Timing. As with most technologies, once adoption accelerates, most forecasts are revised significantly upwards.
Along the same lines, here is a report of actual data published on the QIAJ (Quartz Industry Association of Japan) website.
Translation of key points:
1) Orders in Nov 2012 for QIAJ member companies are 25% lower in units and 23% lower in revenue compared to 1 year ago. Compared to October 2012 (1 month), they are 11.2% and 8.5% lower respectively.
2) 19th consecutive month of production decline of quartz crystal devices. Production decreased 27.6% on an annual basis. It's unclear if capacity was reduced.
Exec VP, Marketing, SiTime Corp.
Piyush, I appreciate the follow up. The link above went to a Kanji-font website so I reposted it below thru Google translate:
The TAM for MEMS may increase this year but we are already seeing rumblings about component price increases in 2013. I don't know how this is going to manifest itself...
I would strongly recommend, based on experience on both sides, that the advice notice to be read state that the most risky investment are where external shareholder have less than 50% of the voting rights and/or there are any loans from controlling directors however small (for they can put the company into receivership by calling in the websites like http://britainloans.co.uk/ and refusing as directors to pay and then simultaneously asset strip to their benefit).
January 2016 Cartoon Caption ContestBob's punishment for missing his deadline was to be tied to his chair tantalizingly close to a disconnected cable, with one hand superglued to his desk and another to his chin, while the pages from his wall calendar were slowly torn away.122 comments