@Rick: more than consolidating, Infineon sees value in going to verticals within power electronics which would have taken longer to develop in-house and market. GaN-on-Si is now reaching technology maturity, complementing pure Si MOSFETs. Along with SiC devices, all three would make a deep product portfolio in a power devices company.
Si MOSFETs have reached their maturity and are already commotized by the likes of Alpha Omega (AOS). The power electronic industry has been nurturing higher breakdown voltage technologies like SiC and GaN. The latter is a lot complicated story when it comes its various incarnations, of which, Gan-on-Si is the one in power devices to hit market at present.
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.