We are a fabless provider of high-speed analog and mixed signal semiconductor
solutions for the communications and datacenter markets. Our analog and mixed
signal semiconductor solutions provide high signal integrity at leading-edge
data speeds while reducing system power consumption. Our semiconductor solutions
are designed to address bandwidth bottlenecks in networks, maximize throughput
and minimize latency in computing environments and enable the rollout of next
generation communications and datacenter infrastructures. Our solutions provide
a vital high-speed interface between analog signals and digital information
in high-performance systems such as telecommunications transport systems, enterprise
networking equipment and datacenters. We provide 25G to 600G high-speed analog
semiconductor solutions for the communications market.
We leverage our proprietary high-speed analog and mixed signal processing expertise
and our deep understanding of system architectures to address data bottlenecks
in current and emerging communications, enterprise network, computing and storage
architectures. We develop these solutions as a result of our competitive strengths,
including our system-level simulation capabilities, analog design expertise,
strong relationships with industry leaders, extensive broad process technology
experience and high-speed package modeling and design expertise. We use our
core technology and strength in high-speed analog design to enable our customers
to deploy next generation communications systems that operate with high performance
at high-speed. We believe we are at the forefront of developing semiconductor
solutions that deliver up to multi-Terabit speeds throughout the network infrastructure,
including core, metro and the datacenter.
We have ongoing, informal collaborative discussions with industry and technology
leaders such as Ciena Corporation (Ciena), Cisco Systems, Inc. (Cisco), Huawei
Technologies Co., Ltd. (Huawei), Juniper Networks, Inc. (Juniper), Microsoft
Corporation (Microsoft) and Nokia Corporation (Nokia), to design architectures
and products that solve bandwidth bottlenecks in existing and next generation
communications systems. Although we generally do not have any formal collaboration
agreements with these entities, we often engage in informal discussions with
these entities with respect to anticipated technological challenges, next generation
customer requirements and industry conventions and standards. We help define
industry conventions and standards within the markets we target by collaborating
with technology leaders, original equipment manufacturers, or OEMs, systems
manufacturers and standards bodies. Our products are designed into systems sold
by OEMs, including Ciena, Cisco, Huawei, Juniper, Microsoft and Nokia. We believe
we are one of a limited number of suppliers to these OEMs for the type of products
we sell, and in some cases we may be the sole supplier for certain applications.
We sell both directly to these OEMs and to other intermediary systems or module
manufacturers that, in turn, sell to these OEMs.
Our semiconductor solutions leverage our deep understanding of high-speed analog
and mixed signal processing and our system architecture knowledge to address data
bottlenecks in current and emerging network and datacenter architectures. We design
and develop our products for the communications and computing markets, which typically
have two to three year design cycles, and product life cycles of five or more
years. We believe our leadership position in developing high-speed analog semiconductors
is a result of the following core strengths:
System-Level Simulation Capabilities. We design our high-speed analog semiconductor
solutions to be critical components in complex systems. In order to understand
and solve system problems, we work closely with systems vendors to develop proprietary
component, channel and system simulation models. We use these proprietary simulation
and validation tools to accurately predict system performance prior to fabricating
the semiconductor or alternatively, to identify and optimize critical semiconductor
parameters to satisfy customer system requirements. We use these simulation
and validation capabilities to reduce our customers’ time to market and
engineering investments, thus enabling us to establish differentiated design
relationships with our customers.
Analog Design Expertise. We believe that we are a leader in developing broadband
analog semiconductors operating at high frequencies of up to 100 GHz. High-speed
analog circuit design is extremely challenging because, as frequencies increase,
semiconductors are increasingly sensitive to temperature, power supply noise,
process variation and interaction with neighboring circuit elements. Development
of components that work robustly at high frequencies requires an understanding
of analog circuit design, including electromagnetic theory and practical experience
in implementation and testing. Our analog design expertise has enabled us to
design and commercially ship several first in the world technologies including
the first 100G linear transimpedance amplifier, or TIA, and the first 400G linear
modulator driver that is now being widely deployed in volume globally in long
haul and metro networking infrastructures. We launched the world’s first
50/100/200/400G PAM4 interconnect ICs for cloud interconnects. The chipset solution
included multiple variants of the PAM4 PHY IC based on a highly adaptable and
scalable InphiNityCore™ digital signal processing (DSP) engine and the
OmniConnect™ transmitter for copper and optics media along with a companion
linear TIA for Nx50G PAM4 interfaces.
Strong Relationships with Industry Leaders. We develop many of our high-speed
analog semiconductor solutions for applications and systems that are driven
by industry leaders in the communications, datacenter and computing markets.
Through our established relationships with industry leaders, we have repeatedly
demonstrated the ability to address their technological challenges. As a result,
we are designed into several of their current systems and believe we are well-positioned
to develop high-speed analog semiconductor solutions for their emerging architectures.
We have ongoing, informal collaborative discussions with communication, networking
companies, and datacenter companies such as Cisco, Ciena, Huawei, Juniper, Nokia,
and Microsoft, among others to address their next generation 100G and beyond
100G efforts. Specifically, we engage in informal discussions with these entities
with respect to anticipated technological challenges, next generation customer
requirements and industry conventions and standards. As a result of our development
efforts with industry leaders, we help define industry conventions and standards
within the markets we target by collaborating with technology leaders, OEMs
and systems manufacturers, as well as standards bodies such as the Institute
of Electrical and Electronic Engineers, or IEEE, and the Optical Internetworking
Forum, or OIF, to establish industry standards.
Broad Process Technology. We employ process technology experts, device technologists
and circuit designers who have extensive experience in many process technologies
including CMOS, SiGe and III-V technologies such as gallium arsenide, or GaAs,
or indium phosphide, or InP. We have developed specific internal models and
design kits for each process to support a uniform design methodology across
all of our semiconductor solutions. For example, our products using 16 nanometer
CMOS technology require development of accurate models for sub-circuits such
as integrated phase lock loop, or PLLs, varactors and inductors. In addition,
for III-V materials-based processes, in-house model development is a necessity
and we believe also provides a substantial competitive advantage because these
processes have complex material and device interactions. Combined with our fabless
manufacturing strategy, our design expertise, proprietary model libraries and
uniform design methodology allow us to use the best possible materials and substrates
to design and develop our semiconductor solutions. We believe that our ability
to design high-speed analog semiconductors in a wide range of materials and
process technologies allows us to provide superior performance, power, cost
and reliability for a specific set of market requirements.
High-Speed Package Modeling and Design. We have developed deep expertise in
high-speed package modeling and design, since introducing the first high-speed
50 GHz MUX and DEMUX product in 2001. At high frequencies, the interaction between
an analog device, its package and the external environment can significantly
affect product performance. Accurately modeling and developing advanced packaging
allows semiconductor solutions to address this challenge. Due to the advanced
nature of this work, there is a limited supply of engineers with experience
in high-speed package modeling and design, and therefore, this required expertise
can be difficult to acquire for companies that have not invested in developing
such a skill set. We have developed an infrastructure to simulate electrical,
mechanical and thermal properties of devices and packages that we integrate
within our semiconductor design process and implement at our third-party packaging
providers. Modeling is an inherently iterative process, and since our model
libraries are used extensively by our circuit designers, the accuracy and value
of these models increases over time. Our current packaging and modeling techniques
enable us to deliver semiconductors that are energy efficient, offer high-speed
processing and enable advanced signal integrity, all in a small footprint.