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.

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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
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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
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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
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Alex Lidow, CEO and co-founder of EPC, talks with Alix Palutre of Power Systems Design on a new family of eGaN FETs that has superior performance, smaller size, high reliability, and a low price point. With this announcement, the last barrier to the widespread adoption of GaN transistors as silicon MOSFET replacements has fallen.

Power Systems Design
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Moore’s predictions became a self-fulfilling prophecy. The computing power of chips not only did double every 24 months, they had to double every 24 months or the tech industry — and the economy at large — would suffer dire consequences, stifling innovation and economic advancement.

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re/code
Alex Lidow
April 17, 2015

Chip advances have powered one technology revolution after another: PCs, the Internet, smartphones, smartwatches and, soon, self-driving cars. One company betting its future on III-V materials is Efficient Power Conversion, a 34-person startup led by Chief Executive Alex Lidow. EPC already is seeing steady revenue growth from devices that incorporate a III-V layer made of gallium nitride (GaN). In 2016 or 2017 he expects to adapt the gallium nitride manufacturing process to work for the logic circuits that do the thinking in computer processors. Because of gallium nitride's electrical properties, "you immediately get a thousand times potential in improvement" over conventional silicon, he said.

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CNET.com
April 17, 2015

Dean Takahashi at VentureBeat profiles Alex Lidow. Silicon chips have had a decades-long run as the foundation for modern electronics. But a new kind of chip, based on the compound material gallium nitride (GaN), promises to unseat silicon because it has higher performance, less power consumption, and lower cost.

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VentureBeat
April 2, 2015

Enhancement-mode gallium nitride (GaN) transistors have been commercially available for over five years. Commercially available GaN FETs are designed to be both higher performance and lower cost than state-of-the-art silicon-based power MOSFETs. This achievement marks the first time in 60 years that any technology rivals silicon both in terms of performance and cost, and signals the ultimate displacement of the venerable, but aging power MOSFET.

EDN
Alex Lidow
February 18, 2015

For the first time in 60 years, a new higher-performance semiconductor technology is less expensive to produce than the silicon counterpart. Gallium nitride (GaN), has demonstrated both a dramatic improvement in transistor performance and the ability to be produced at a lower cost than silicon. GaN transistors have unleashed new applications as a result of their ability to switch higher voltages and higher currents faster than any transistor before. These extraordinary characteristics have ushered in new applications capable of transforming the future. But this is just the beginning.

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EDN
By: Alex Lidow
January, 2015

The market for SiC and GaN power semiconductors is expected to grow at 63 percent CAGR between 2011 and 2017, reaching around $500 million, according to The Information Network, a US market research company.

Compound Semiconductor
October, 2014
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Long talked about, wide bandgap gallium nitride-on-silicon (GaN-on-Si) transistors are now commercially available. They are being touted for replacing silicon-based MOSFETs, which are turning out to be inefficient for many high-performance power supply designs. Recently, several suppliers of GaN-on-Si-based HEMTs and FETs have emerged in the marketplace, among them Efficient Power Conversion (EPC). To expedite the evaluation of eGAN FETs for power supply designs transitioning from silicon MOSFETs to eGaN FETs, EPC has released several development boards in the last few years.

By Ashok Bindra
Digi-Key Article Library
July 15, 2014
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With high-voltage GaN devices close to commercialization, manufacturers can, at last, look forward massive market growth.

Compound Semiconductor
July, 2014
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Overall, 2020 could see an estimated device market size of almost $600M, leading to approximately 580,000 x 6” wafers to be processed. Ramp-up will be quite impressive starting in 2016, at an estimated 80% CAGR through 2020, based upon a scenario where EV/HEV begins adopting GaN in 2018-2019. The power supply/PFC segment will dominate the business from 2015-2018, ultimately representing 50% of device sales. At that point, automotive will then catch-up.

Yole Development
June, 2014
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Gallium Nitride (GaN) based power devices are rapidly being adopted due to their ability to operate at frequencies and switching speeds beyond the capability of Silicon power devices.

Power Electronics Europe
By: Alex Lidow, Ph.D., Johan Strydom, Ph.D., David Reusch, Ph.D.
June, 2014

Hundreds of billions of dollars have been spent to make the silicon technology supply chain incredibly efficient. How can emerging, high performance GaN transistors compete against this huge installed base of silicon-based production? Simple, the production of GaN transistors leverages the installed silicon supply chain, which significantly lowers the cost of GaN transistors!

Power Systems Design
By Alex Lidow, Ph.D.
May 27, 2014

Silicon has reached theoretical limits of performance in power conversion. Gallium nitride (GaN) and silicon carbide (SiC) will displace much of the $12B market for silicon power MOSFETs. There is product in production today that is 5-10 times better than the theoretical limit of silicon.

Bodo’s Power Systems
By Alex Lidow, Ph.D.
May, 2014

Examining new products released by: Texas Instruments, Analog Devices, Linear Technology, Maxim-Integrated, Intersil, Fairchild, EPC, and IR, Don Tuite finds a common thread: the companies’ products are doing the heavy lifting for their customers.

Electronic Design
Don Tuite
January 6, 2014