With mega deals for mergers and acquisitions took place in the past year, would innovations be stalled? Alex Lidow, CEO of Efficient Power Conversion Corporation said if you look at semiconductor end sales in this century, we have only seen a 5% compounded annual growth rate. It’s clearly showing signs of an end market that is very large and very mature and in the same time, the cost for a new facility or new product has skyrocketed.

Market Watch
December 23, 2015
By: Therese Poletti
Read article

In 2014, data centers in the United States consumed approximately 100 billion kilowatt hours (kWh) of energy. To add insult to injury, the power needed to support this rapidly growing demand comes from an electrical grid that is wildly inefficient and is based on infrastructure that was created, in large part, more than a century ago. Just how significant is this waste? It turns out that the power grid supplies 150W of power to meet the demands of a digital chip that may need only 100W. Moreover, the amount of wasted energy is even greater because every watt of power lost through power conversion is transferred into heat. And it is necessary to remove that heat from the server farm by expensive and energy-intensive air conditioning. It takes about 1W of air conditioning to remove 1W of power losses, effectively doubling the inefficiency of this power conversion process.

New materials have emerged that can convert electricity more efficiently and at a lower cost. By eliminating the inefficiencies in this final stage in the server farm power architecture we can realize a direct saving of 7 billion kWh per year. This is doubled when air conditioning energy costs are added, bringing the total to about 14 percent of the total energy consumed by servers in the US alone. The cost savings are also significant. At the average cost of $0.12 per kWh, that’s a savings of $1.7 billion annually, which does not include the additional savings in system cost resulting from fewer power converters and air conditioners.

Datacenter Dynamics
December 15, 2015
By: Alex Lidow
Read Article

EPC CEO and Co-Founder Alex Lidow comments on Tsinghua's $47B "Warchest" and quest to be #3.

Investor's Business Daily
by: Allison Gatlin
Read Article

EPC CEO & Co-Founder, Alex Lidow on Bloomberg Radio discusses the flurry of M&A in the semiconductor space and how GaN is displacing silicon across the enterprise.

Listen to Interview

Efficient Power Conversion (EPC) CEO Alex Lidow tells Light Reading he might be within two years of a breakthrough that would upend the entire semiconductor market: CMOS logic implemented in gallium nitride (GaN).

Light Reading
By: Brian Santo
Read article

“The semiconductor industry will become one where there are a lot of large corporations and smaller companies will, in effect, be outsourced R&D, much like the pharmaceutical sector,” says Alex Lidow, CEO of Efficient Power Conversion. He says in this scenario Qorvo Corporation and Intersil Corp. could become attractive targets.

Lidow, however, believes consolidation may bring a dark ages to innovation in the semiconductor industry.

Forbes
November 23, 2015
By: Antoine Gara
Read article

The future is clear, but, when that future is going to happen and who is going to benefit? That's not clear. I think the adoption rate is anybody's guess.

Investors Business Daily
November 17, 2015
By: Allison Gatlin
Read article

Silicon, the stuff upon which the Valley was built, is maxing out. The future, according to some, belongs to gallium nitride. What is it, and what does it mean?

View video

Semiconductor firms have announced $100.6 billion in mergers and acquisitions this year. Chip makers have long used acquisitions to obtain new technology. But many recent deals resemble consolidation waves in older industries, motivated mainly by trimming costs in areas like manufacturing, sales and engineering.

Wall Street Journal
October 18, 2015
By: Don Clark
Read article

In recent years, the acceleration predicted by Moore’s law has slipped. However, silicon could give way to new materials for making faster and smaller transistors.

New York Times
By: John Markoff
September 26, 2015
Read Article

Alex Lidow, scion of an engineering dynasty, thinks the essential material at the heart of the tech industry needs to change. Lidow, 60, is currently head of a company called Efficient Power Conversion, and is one of the tech world’s loudest advocates for making transistors and semiconductors from gallium nitride. Silicon is traditionally used for the transistors and semiconductors on which the technology industry relies. This is an amazingly lucrative business: according to the Semiconductor Industry Association, which represents U.S.-based firms, the worldwide semiconductor industry was responsible for approximately $335.8 billion of sales last year alone.

Fast Company
September, 2015
Read Article

The company Alex founded in 2007, called Efficient Power Conversion, or EPC, is wholly dedicated to the task of putting GaN in the forefront for use in a variety of things. Wireless power transmission, Class D audio amplifiers, (using a small circuit board, this would produce less heat, and extend battery life on portable systems); and pulsed lasers, or LiDAR (Light Distancing and Ranging), designed to quickly create 3D images useful in mapping and meteorology.

By: Bruce Rogers
Forbes
September 3, 2015
Read Article

The cost of electrical power is a key driver of socioeconomic vitality, as it enables us to improve our quality of life and advance new applications and industries. GaN (gallium nitride) has emerged as a displacement technology to the venerable, but aged, silicon solutions that will allow us to stay ahead of our demand for more and more efficient power.

View video

A new product being developed might make checking for colon cancer as easy as swallowing a pill. The technology is based on a new type of chip from EPC that uses gallium nitride instead of the traditional silicon. CEO Alex Lidow told Quartz that his company’s chips can withstand the high voltage needed by the sensors inside the Check Cap.

Quartz
July 30, 2015
Read Article

eGaN technology is expected to be one of the most important solutions to power efficiency in base station infrastructure for 5G; the peak-to-average ratios will be worse in 5G. Envelope tracking is obvious right now as one way eGaN power transistors will do this, but over the next 3 to 5 years more applications will emerge as eGaN technology progresses.

EDN
Steve Taranovich
July 17, 2015
Read Article

EPC garners the attention of MIT Technology Review with its new products targeted for wireless charging applications. Recognizing EPC as a catalyst for jump-starting the market for wireless power systems, the author highlights the need for universally accepted technology standards. He reinforces his position quoting Alex Lidow saying that “…convenience, cost, and efficiency” are all factors needed for broad adoption of any standard…

MIT Technology Review
July 15, 2015
Read article

If expanding industries typically indicate vibrancy, a race to acquire and consolidate is generally reflective of the opposite – a period of slowed growth in mature, often once high-flying categories. And while many industries experience a period of stardom, followed by a sharp and steady decline, we should be extremely worried when they occur in industries that are fundamentally central to our socio-economic vitality.

Forbes
June 26, 2015
Read Article

The effort to take advantage of gallium nitride is partly a response to technical and economic factors that have slowed improvement in silicon-based chips.  While companies are still finding ways to fabricate smaller transistors in silicon, reductions in cost and power consumption have been more difficult to achieve. But gallium-nitride circuits can switch on and off much more quickly than silicon and handle higher voltages, said Alex Lidow, EPC’s chief executive. That makes the material particularly good for chores that involve power conversion.

Wall Street Journal
June 22, 2015
Read article

Power conversion involves creating tiny devices that convert electricity from one form to another, enabling all manner of electrical gadgets to function. Till now, silicon had been the preferred medium for power conversion processors, but as that element reaches the limits of its efficiency, attention has focused on new materials.

Los Angeles Business Journal
June 21, 2015
Read article

Alex Lidow of EPC shows an X-ray pill and other GaN-enabled devices at PCIM 2015.

Power Systems Design
March 19, 2015
View video