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APRIL 2012 issue n°128THE DISRUPTIVE SEMICONDUCTOR TECHNOLOGIES MAGAZINECOMPOUND SEMICONDUCTORSOrder for a research machine in RussiaRIBER is announcing the sale of a research system to aleading research institute based in Russia.This order, supplying one Epineat model MBE machine in 2012, will developlaboratory's research capacities on III-V components.The Epineat system represents the most effective solution for basic researchof compound semiconductor materials on 4-inch substrates.These new order confirms RIBER's growing reputation among the scientificcommunity in Russia, where the semiconductor industry is booming.www.riber.comOclaro and Opnext agree to mergeTransformative merger of Telecom and Datacom innovatorscreates a new leader complementary products andcustomers expand opportunities for growth.Oclaro, a tier-one provider and innovator of optical communications and lasersolutions, and Opnext, a global leader in the design and manufacture ofoptical modules, components and subsystems, announced that they haveentered into a definitive agreement to merge in an all-stock transaction. Under theterms of agreement, Opnext shareholders will receive a fixed ratio of 0.42 sharesof Oclaro common stock for every share of Opnext common stock they own.The Oclaro and Opnext merger is expected to mark a major transformation in theoptical industry, bringing together over 30 years of combined telecom and datacomoptical technology innovation. The merger will create a new industry leader in thefast-growing optical components and modules market, forecast to reach $9.2 billionin 2015. The broad product portfolio, technology innovation, engineering resources,cost structure and strategic customer relationships of the combined company areexpected to expand its opportunities for growth and to create long-term shareholdervalue.Data-intensive applications such as video and cloud computing, and the proliferationof mobile devices, are driving the need for increased performance and bandwidththroughout the core optical networks, at the heart of the world's Internet traffic.These trends are also forcing enterprises and data centers to upgrade and deploynew data communications infrastructures.As a result, traditionally separate telecom and datacom networks are converging,leveraging advanced optical networking technologies from companies such asOpnext and Oclaro. The combined company will be well positioned to capitalize onthese trends to become the No. 1 supplier to the core optical networks with a strongleadership position in the fastest-growing 40G and 100G segment, which is expectedto grow at a CAGR of 42% through 2015. The broader product line resulting fromthe merger strengthens the combined company's position as a key supplier toexisting and new customers.In addition to the telecom and datacom markets, there is a large and growingopportunity for laser diodes in a range of high-growth industrial and consumermarkets. Through this transaction, the combined company will be the largestsupplier of laser diodes for industrial and consumer applications. With a substantialportfolio of products and technologies, the combined company is well positionedto accelerate innovation and inroads into these high-volume markets.The combined heritage of Oclaro and Opnext comes from some of the leadingoptical technology innovators over more than 30 years, including Hitachi, Nortel,Alcatel, Marconi, Corning, Opnext, Bookham and Avanex.The combined company will be led by Alain Couder, who will serve as chairman andCEO. Upon closing, Harry Bosco will join the combined company's board of directors.http://investor.oclaro.comHow LEDswill boost theGaAs substratemarket in thenext years?GaAsWaferMarket &ApplicationsDiscover the NEWreport oni-Micronews.com/reportsCopyrights © Yole Développement SA. All rights reserved - Recycled paper11