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MarcoPolo4

12/19/23 10:30 AM

#172328 RE: tkg #172283

Gallium Nitride would likely be preferred over Silicon Carbide in wireless applications and modulators for data centers. There is research with GaN for use in modulators.
https://www.laserfocusworld.com/optics/article/16554482/gallium-nitride-carries-infrared-light

GaN has wide uses outside of data transmission: As it is highly conductive, 1000X faster than silicon for electrons, low power, has a high tolereance for heat and is able to be applied in smaller devices than traditional silicon. It can be utilized on regular semiconductor equipment
https://epc-co.com/epc/gallium-nitride/what-is-gan

There has been speculation it could solve the data center power consumption problems.
https://www.datacenterdynamics.com/en/opinions/beating-the-heat-how-gan-keeps-the-data-center-cool/

While GaN likely would be a possiibility for photonic chips, research on this is behind Lightwave's polymers, there are other uses in applications needing high temperature tolerance, Lightwave's PICs are likely smaller, faster and even lower power, and 98% of the world's gallium comes from China (so good luck trying to win the world over.

We will continue to see other exotic materials being looked at as competition over the coming years but Lightwaves PICs still seem to have advantages that are compelling that will be hard to beat anytime soon.