Gary Lerude comment about POET....
posted on
Nov 13, 2015 08:21AM
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What will Ocampo do with ANADIGICS' processes and 6-in fab in New Jersey? MACOM has promoted a "fab lite" strategy; an underutilized 6-in fab is not "fab lite." Arguably, a fab can't be loaded running wafers for traditional communications infrastructure and defense applications, which are MACOM's historic markets. However, the fab may provide needed capacity for MACOM's growing optical laser diode business, acquired with BinOptics.
ANADIGICS had already been moving in this direction, seeing market demand for VCSELs as a way to load the fab. In August, they secured the role as VCSEL manufacturing partner for POET Technologies. POET is commercializing a planar opto-electronic technology (POET) to monolithically integrate electronic and optical circuits. We'll have to see if the relationship with POET survives the GaAs Labs acquisition or if MACOM is too much of a competitor.
http://www.microwavejournal.com/blogs/17-gary-lerude-mwj-technical-editor/post/25484-anadigics-to-be-acquired-by-gaas-labs