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Crystal IS Continues to Grow


August 12, 2004...Crystal IS, an especially promising nitride-related substrate startup in Watervliet, New York USA, is growing, and they're growing more than just native aluminum nitride substrates. They're growing their management staff as well as the company transitions their substrates from R&D to volume manufacturing. The newest appointments to the Crystal IS team is David Usher as VP of Operations and CPA Kathryn Good is coming on board as the company's Controller. In the newly created VP of Operations position, David will oversee the entire manufacturing process and will focus on increasing manufacturing capacity and quality while reducing manufacturing costs. ¡°We are very pleased to add Dave to our team at this critical time in our company¡¯s growth,¡± commented Leo Schowalter, Founder, President and CEO of Crystal IS.

Dave Usher began his association with Crystal IS as a consultant and was brought into Crystal's family as the new head of operations, which meant Keith Evans would need to move up a slot... or two. Keith is now Chief Marketing Officer (CMO?) and Sr. VP of Business Development. Dave, who has more than seventeen years experience in engineering, manufacturing, research administration, and business management, origianlly hails from Hubbell Inc. (a Fortune 500 company), and also served as VP of Business Development for X-Ray Optical Systems, Inc. Kathryn Good is a veteran controller, most recently having served in that capacity for Molecular OptoElectronics Corporation. ¡°Crystal IS has been successful in positioning itself as the leader in the commercialization of AlN for electronic and optoelectronic industries, and we look forward to strengthening the existing momentum for the next phase of growth. Dave and Kathryn are key additions to our team to help us accomplish this goal," added Leo, with a startup founder's traditional... and justifiable pride. Company news release

Agilent Adds Bright White LEDs to Blue Spectrum Offerings
August 12, 2004...Agilent Technologies Inc. of Palo Alto, California USA has introduced a series of what they are terming "extra-bright" white InGaN LEDs which they are targeting to the electronic sign and signals market. "Our new series of white LED lamps complements our recent introduction of blue, green and cyan LEDs and completes our product portfolio of extra-bright InGaN lamps," commented Soo-Ghee Lee, VP and GM of Agilent's Optoelectronic Products Division. "As an LED leader, we're committed to supporting our customers' electronic sign and signals applications with the highest-quality products in the high volumes required." These newest offerings are Agilent's brightest white InGaN LEDs and their entry into the market will enable Agilent to address a wider range of indoor and outdoor applications. What Agilent brings to the blue spectrum party is the combination of high brightness and weather-resistant packaging that they feel makes these LEDs ideal for applications such as gaming machines, traffic signals and signs, stadium scoreboards, advertising and other variable message signs.

The new white LED products are referred to as the HLMP-CWxx which is a circular-pattern and the HLMP-FWxx which are flat-top extra-bright white LED lamps. Both are from Agilent's Semiconductor Products Group and are available in 15-, 23-, 30-, 50-, 70- and 85-degree circular viewing angles. The spatial radiation pattern and high luminosity make these devices especially appropriate for wide field-of-view outdoor applications, where a wide viewing angle and readability in sunlight are essential. Based on flip chip packaging technology, these new exta-bright whites are being supplied by Agilent in 5 mm (T-1 3/4) through-hole packages and combine the company's advanced through-hole packaging technology to ensure maximum light extraction from the die, which is attached within the reflector cavity, which is, in turn, encapsulated by Agilent's proprietary epoxy blend resulting in the lamps performing with especially high reliability over the -40 C to +85 C temperature range and are protected from UV radiation and humid environments. Prices have been set at $0.42 each in 1,000,000-piece quantities with samples and production quantities available with a four-week guaranteed lead-time. Company news release

Opto Tech Forecasts Growth Based on Nichia Agreement
August 12, 2004...As follow-up to our August 5th headline news exclusive to LIGHTimes Online (which, for a time, will continue to be cloned and offered free to the general public over LIGHTimes and CompoundSemi News) "Nichia Teams with Opto Tech and First Wave Taiwan Allies on Blue Spectrum LEDs," ... a report which we feel marks a pivotal juncture in the licensing of Nichia's white LED technology to Taiwan companies... we see where DigiTimes reporters Irene Chen and Jessie Shen have posted an article titled "Opto Tech forecasts revenue growth on new orders for LEDs and OLEDs". In it, Opto Tech's President, Ming-der Lin, is quoted as reporting that Opto Tech's revenues in July reached NT$547 and that the company anticipates monthly revenues in Q-3 to remain around the NT$500 million mark, and rise to approximately NT$550 million monthly by Q-4.

Opto Tech's President also noted that his company plans to begin initial shipments of blue and green LEDs to some of Nichia's customers in October. Reading between the lines... that translates into meaning that Highlink is already beginning their ramp of blue spectrum LEDs to Opto Tech. Various sources close to LIGHTimes Online have confirmed that Highlink is a pivotal blue link to the Nichia/Opto Tech licensing and supply arrangement. Opto Tech was also reported to be landing new orders for OLEDs from European vendors. President Ming-der Lin noted that the projected monthly revenues for OLEDs should hit NT$60-100 million in the fourth quarter, which would be an upward climb from their current NT$40 million. The article post of Chen's and Shen's report includes DigiTimes' usual spiffy, helpful charts.

Cree Commits $300 Million to Continued USA Expansion in North Carolina
August 10, 2004...As Cree continues to move up the international blue spectrum LED brightness levels and value chain, global observers will note that this USA multifaceted wide bandgap leader has formally committed to spending an additional $300 million for plant and equipment expansion in the Research Triangle area of North Carolina, near the existing corporate headquarters for Cree in Durham. The expansion includes plans to create 300 additional new USA jobs as well. The company received approximately $5.1 million in incentives related to the job creation, capital expenditures and R&D activity from its home state of North Carolina. The expansion project will begin this fall and the job growth will occur over the ensuing five years. When so many USA companies are either forced to cut back due to continued difficult economic pressures, outsourcing their manufacturing, or taking any expansion offshore, Cree's dramatic expansion in the USA is taken as an exceedingly uplifting sign and another major confirmation of the robustness of the flourishing blue spectrum LED field. According to Chuck Swoboda, Cree's President and CEO, "This expansion will help Cree support the strong demand for our LED chip products and position the company for our targeted future growth not only in LED chips, but also our new XLamp and power product lines. We are pleased to be expanding in North Carolina and greatly appreciate the support from the state of North Carolina." Company news release

Densen Cao
CAO Group, Inc.
8683 South 700 West
Sandy, UT 84070
801-256-9282 (tel)
801-256-9287 (fax)
www.caogroup.com (web)

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