I tend to agree with your and AKHO's thoughts but would like to add that there has also been a lot learnt over the years in building up the CMOS stable which given the right return on investment scenarios may migrate quicker than the timeline for Si had them do. Ideas tend to find their time based on what else is known and this may prove to be one of them. Not saying you're wrong, just that someone said we would never need more than 640k of memory :-)
AKH0, I agree. We have spent decades working on integrated processes that add all the components to CMOS such as high voltage, non-volitile and DRAM. It will take a long time for the same to happen for this process.
Depends on how you define performance. While the data is promissing, there is no way a device with large parasitic capacitance compete with the state-of-the-art Si. Let alone that none of the III-V devices demonstarted so far as logic replacement are nowhere near Si process in terms of transistor density. Then of course the open question is what is the full CMOS device menu (logic NFET/PFET, memory, and I/O). No co-integration solution has been shown yet.
Good research. This may be good for RF devices, but the question will be at what cost? Will the process be about the same cost as the current production devices? If the cost is the same, it will be implemented.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.