The end of Moore’s law: Q&A with POET technologies’ Peter Copetti

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In the third and final installment on the Moore’s Law series, Graeme Lipschitz sits down with POET technologies executive, Peter Copetti, to discuss their technology and what they’re doing to counteract the end game of Moore’s Law.

Memeburn: What is POET Technologies and what do you do?

Peter Copetti: POET Technologies (formerly OPEL Technologies) provides a patented process and methodology for the design and manufacturing of next generation integrated circuits, which will power the next wave of chipset innovation. The POET platform is a flexible one that utilizes gallium and arsenide instead of traditional silicon which allows for a quantum step forward in efficiency, speed and cost over present technologies.

By providing integrated circuit gallium arsenide devices containing both electronic and optical elements on a single chip, this has significant advantages over today’s solutions in terms of density, reliability and power, at a lower cost. In addition, the platform builds upon and extends existing design, software and processes and doesn’t require semiconductor manufacturers to change equipment.

POET Technologies’ technical team consists of a group of PhDs and engineers focusing on physics, electronics, optics, design, testing and fabrication processes, plus technical support, led by Dr. Geoffrey Taylor.

MB: What problem is POET Technologies solving?

PC: For almost 50 years, Moore’s Law has dictated the pace of technological change, by doubling the number of transistors on a chip every 1.5 to two years to increase performance capabilities to computing devices such as smartphones, laptops and networks. The problem is that Moore’s Law cannot be sustained indefinitely and is predicted to come to an end within the next decade.

By integrating optics and electronics onto one monolithic chip, POET Technologies provide its customers with a rebirth of Moore’s Law and a new wave of chipset innovation. An optoelectronic device using POET technology can achieve estimated cost savings back to the manufacturer of 80 percent compared to the hybrid silicon devices that are widely used today.

MB: What’s different about your products vs. your competitors?

PC: To our knowledge, while there are efforts underway to develop a similar platform by other semiconductor companies, there is no one who has made significant progress towards a Moore’s Law solution.

Today, alternatives to silicon-based semiconductors are being developed to address the limitations of Moore’s Law. However, these solutions – which include different compounds such as silicon-germanium (SiGe), indium phosphide (InP) and gallium nitride (GaN) are based on high-cost hybrid manufacturing technologies. While there are also a few other alternatives in R&D mode, it’s still unknown when they will be available.

The POET platform, based in gallium arsenide, differs from other competing semiconductor processes as it is compatible with other semiconductor capabilities and manufacturing systems (which no other existing process can do) and removes the need for retooling, while providing lower costs, power savings and increased reliability.

MB: What types of organizations will benefit from using POET Technologies’ platform?

PC: POET Technologies’ potential customers are companies that design and manufacture chips which reach across the society spectrum of medical, industrial, internet, law enforcement, transportation, networks, communications, wireless and even energy industries.

MB: What are the most interesting trends in the market?

PC:The end of Moore’s Law: It’s not a question of when Moore’s Law will end, but what next. Rather than focus on how many more years we can expect Moore’s Law to last, let’s look at the opportunities for new developments and solutions to continue advancements in computing. POET offers an answer.

Faster, smaller AND more efficient computing: There’s been some feuding in the marketplace between a few of the major vendors on whether speed or size is the more important innovation in today’s semiconductor products. But powered by the right technology you don’t have to choose. You can have speed, size AND efficiency.

Global macroeconomic development: As more and more people around the world are able to access technology – improving education, healthcare and economic opportunity –technology will continue to expand its positive impact powered by innovations like POET.

MB: What’s your vision for the future?

PC: We want to provide the next wave of innovation for chipsets to extend the future of Moore’s Law for another 50 years. Quantum computing will be the next major wave of innovation and POET is positioned to become the baseline technology for all future computing and communication systems.

Image: Junesy (via Flickr).

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  • strange

    Wow trades at 45 cents, hard to believe if all that was stated in that article is true. Companies like intel are not aware of what this company is stating ?

  • Undisclosed

    it’s true, I’ve held a POET chip in my hands in their lab. Intel knows, everybody’s still under (mostly military-driven) non-disclosure.

  • disgusturr

    I’m an investor in POET (Opel Technologies) and I would like to hear more about your experience holding that chip and anything else you can tell me. This is game changing, disruptive technology. $.45 /share and a market cap of $60 million( mere lunch money for a CEO of companies like Intel) . This is getting ready to soar (MHO). Anymore information greatly appreciated.

  • non

    Is this for real? why is it trading at .45 if its a game changer? if Intel knows why have they not done a hostile take over and why are they so focused on Si optics?

  • Nick

    It’s real, the share price isn’t where it should be. But I’m shure there are more negotiations behind closed curtains undisclosed.

  • Anon

    Realistically they probably thought it was like a lot of other great ideas that get presented to companies like Intel…”we’ve got the next great thing…we just need you to finance it’s R&D and for sure can have a product to you in 5 years.” I don’t think most people realized how far along POET is and now there are a lot of very distinguished, experienced and credible people involved with POET, so a successful hostile takeover is unlikely.

  • Anon

    And there is a poison pill in their stock option plan.

  • Whatever

    There is no doubt Intel and others know about POET. Regardless, having
    been in a large corporation, I kow there is plenty of turf protection
    that takes place. I recall in the late 80′s pushing for some PCs to run
    one specific division in the company and fighting the IT people all the
    way. They had IBM mainframe tatooed on their foreheads. I would think
    that despite billions spent on new chip possibilities by the big boys,
    turf protection is still alive and well. You can see an Intel tech exec
    reporting to their Board saying “we don’t really think POET will be the
    next disruptive technology – we have almost completed a similar chip
    ourselves.” They will justify the monies spent on internal research and
    development – after all, it could be their job/career and pride on the
    line. They will protect their turf until POET cannot be ignored anymore. Once a military contract gets signed I think the big boys will perk up.

  • Whatever

    They are already working on quantum dots as the next phase for POET. Saw and heard in the lab tour.

  • Strategic Trader

    Be assured this Technology is real. I have been following POET Tech. (previously Opel) for approx. 3 years and have accumulated a strong position and was involved in the recent Private Placements. It is a largely unknown company and technology. However, the white papers are now in circulation under NDA protection to numerous Global powerhouse chip / military companies. From the corporate presentation POET BoD seem very bullish that POET will be sold to the highest bidder later this year / or Q1 2014 (very soon); referred to as the “Liquidity Event”. This is a game changing disruptive technology and I am confident this will be sold and most likely incite a bidding war. Hence shareholder value will be significant; just a question of how much. VERY EXCITING time to hold Opel stock.
    SP is ridiculously low – very confident it will not remain this low for long …. great opportunity to accumulate.

  • 2guys

    I have lost thousands with this stock over the past 2 years. This was a solar panel company once. Be careful here. There is reason why .45 cent share price.

  • STEVETHESTAIRGUY

    WOW!!!! Two girls, still at it. Thought you were kicked off every site that exists.

  • Yvrgone, I mean Troufignon

    Dipstick alert.

    This just in: if you trade a stock buying on every upswing and then selling on every downswing you will lose money. If you buy and hold you don’t. If you want to be a trader…get better at trading.

  • basher buster

    glad to know that,bashers are a dime a dozen im glad to see somebody knows this product

  • basher buster

    have you noticed they have been working on this the past many years? now the name reflects that part of the business…they no longer wanted that solar crud…THIS is the wave of the future not….no distractions

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