I am investing in a company that claims to have found a replacement for the silicon semiconductor.
Within the next decade the silicon semiconductor will no long will be viable due to Moore's law.
Someone on a message board expressed skepticism about the company's technology. I emailed investor relations for the company about the skepticism and received an esoteric response.
I was hoping someone could tell me whether the response addressed the skeptical opinion.
Here are the claims by the company.
Quote:
The POET (Planar Opto Electronic Technology) platform is a patented semiconductor fabrication process that uses gallium arsenide technology to combine electronic and optical elements on a single integrated circuit.
Utilizing completely standard CMOS fabrication equipment and process steps POET and PET will allow semiconductor manufacturers to make microchips that are far faster and more energy efficient than current silicon devices, and far less expensive to produce.
Key benefits of the POET platform include:
100x speed improvement over CMOS silicon (silicon hits a “power wall” at about 4 GHz that has limited circuit speeds to about 3.2 GHz over the last 10 years)
10-100x power efficiency improvement over CMOS silicon (depending on application)
Flexible application that can be applied to virtually any technical application, including memory, digital/mobile, sensor/laser and electro-optical, among many others
No retrofit or other modifications to existing silicon fabs required – Since POET/PET are CMOS technologies fabricated using standard lithography techniques; they are easily integrated into current semiconductor production facilities extending the profitable utilization of fabrication equipment and production lines that would otherwise be considered at the end of life.
I found a person that was skeptical of the company's technology. He stated the following:
Quote:
The POET guys claim way more gain than is realistic, given that they're only dinking with the I/O. Given that many PCs run substantially faster with SSDs, the I/Os are still a 2nd or 3rd order impact on overall system speed. I can see that there might be limited scenarios where POET would make lots of sense, like in a packet switching context. Their claims only address power in the white paper, running about 1/10th the power at the same datarate, but nothing that suggests that they can run 150 Gb/s, which is their primary claim of 10x speed improvement.
Here is the white paper.
http://www.poet-technologies.com/wp-con ... rcuits.pdfI sent an email to investor relations about the opinion and received a response that was esoteric to me.
Quote:
That’s POET’s secret sauce. The platform is a shift from conventional technology in that they have modified the N channel speeds via their technology. The method is proprietary of course and this is why POET is a shift in conventional technology. You have green technology in that POET operates at a lower power in addition to speed gains via the N channel.
[url=http://www.poet-technologies.com/wp-content/uploads/2013/07/Optical-Interconntion-of-High-Speed-Circuits.pdf"]http://www.poet-technologies.com/wp-content/uploads/2013/07/Optical-Interconntion-of-High-Speed-Circuits.pdf]White paper[/url][url=http://www.poet-technologies.com/wp-content/uploads/2013/07/Optical-Interconntion-of-High-Speed-Circuits.pdf"]http://www.poet-technologies.com/wp-content/uploads/2013/07/Optical-Interconntion-of-High-Speed-Circuits.pdf]White paper[/url][url=http://www.poet-technologies.com/wp-content/uploads/2013/07/Optical-Interconntion-of-High-Speed-Circuits.pdf"]http://www.poet-technologies.com/wp-content/uploads/2013/07/Optical-Interconntion-of-High-Speed-Circuits.pdf]Web Page Name[/url]
Last edited by KevinLA on 12 Nov 2013, 5:45 pm, edited 2 times in total.
12 Nov 2013, 5:34 pm
