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00:00JOINS ME NOW. WHAT DO YOU CALL IT? TALK TO ME ABOUT IT AND WHY IT HAS NOT BEEN USED BEFORE. >> IT HAS BEEN ABLE TO GROW ON TOP OF STOUGHTON. WE HAVE FOLLOWED THE MANUFACTURING THAT USE THE SAME FACILITIES AND GET THE SAME STRUCTURE. IT IS NOT ONLY MUCH MORE EFFICIENT BUT LOWER COST TO PRODUCE THAN SILIGA NOWADAYS. >> WHY? ASKED THE CHIPS ARE SMALLER SO YOU GET MORE OF THEM ON A WAFER. THEY CAN CARRY MORE JUICE IN A SMALLER SPACE. THE ELECTRONS ARE MORE EFFICIENT . THAT IS WHY. >> IN TERMS OF MAKING THIS, WHAT ARE RAW COMPONENTS? >> YOU GROW A THIN LAYER OF GALLIUM NITRATE AND YOU DO THE LAYERS LIKE YOU DO ON ANY KIND OF A SILIGA AND SHIP AND BINGO. >> YOU NEED TO HAVE A LAYER BELOW? >> YOU USE IT AWAY THE ELECTRICAL -- THE ELECTRICAL PROCESSES HAVE BEEN KNOWN FOR A WHILE. >> THEY HAD BEEN BUT ONLY YEARS AGO DID SOMEBODY FIGURE OUT HOW TO GROW IT ON TOP AND ONLY A FEW YEARS AGO DID WE FIGURE OUT HOW TO MAKE IT WORK LIKE A POWER TRANSISTOR VERY WELL. >> WHAT WAS THE KEY OF THAT? BUT SOME MAGIC IN THE MATERIAL SCIENCE WORLD. MAKING A DEVICE THAT COULD STAY TURNED OFF UNTIL YOU WANTED TO TURN IT ON WAS REALLY THE KEY. IF A DEVICE IS TURNED ON ALL THE TIME UNTIL YOU TRY TO TURN IT OFF, THINK ABOUT THE SHORT CIRCUIT AND THE MINUTE YOU TURN ON YOUR SWITCH, EVERYTHING GOES CRAZY. FIGURE OUT HOW TO MAKE IT WORK IN THE OPPOSITE DIRECTION. THAT IS SOMETHING WE DID. CORY: NOW THAT THE PROCESSES ARE SO SMALL AND THIN, DOES IT MAKE MORE SENSE NOW THAT INTEL IS MAKING EVERYTHING AND NINE NANOMETERS? SMALLER WAFERS IN TERMS OF THICKNESS LET ALONE IN TERMS OF SIZE ACROSS THE WAFER. DOES IT MAKE MORE SENSE? YOU START OFF WITH ABOUT 1000 TIMES ADVANTAGE WITH SILICON. AND WE ARE BACKTRACKED THING -- BACKTRACKING. >> THEY'RE FUNDAMENTALLY DIFFERENT TO INCORPORATE THIS. >> WE RUN OUR WAY SIDE-BY-SIDE WITH A FOUNDRY IN TAIWAN. VERY STANDARD. >> MOORE'S LOVE BEING A MARKETING DREAM, AS OPPOSED TO AN ACTUAL SCIENTIFIC PROCESS, IS THIS THE SORT OF STORY WE HEAR EVERY YEAR OF SOME NEW CHEMICAL DISCOVERY THAT ALLOWS FOR THEM TO CONTINUE TO GET CHEAPER AND FASTER? >> I ACTUALLY THINK IT IS. I THINK MOORE'S LAW IS A SOCIAL PACT MORE THAN ANYTHING ELSE. YOU PROMISED TO KEEP DELIVERING MORE AND MORE. SO SINCE RUN OUT OF GAS THERE BUT GALLIUM NITRATE IS JUST STARTED. CORY: HOW DO WE GET STARTED? >> EIGHT YEARS AGO, THE FUNDAMENTAL THING WAS THAT WE HAD NO MONEY, LIKE A LOT OF STARDUST DRESS ON A COMPANY IN TAIWAN WILLING TO NOT ONLY INVEST, TO LET GALLIUM NITRATE PRODUCTS. FROM THERE, WE WERE ABLE TO GET ROLLING WITH VERY LITTLE CAPITAL. >> ONE OF THE THINGS WE KNOW IS YOU REALLY NEED A NEW FAD WITH THE NEW PROCESS QUICKLY . >> BETTER THAN THE SILICONE PRODUCTS THAT GO THROUGH THERE. >> HOW BIG IS THE MARKET? >> TODAY, THE DIRECT MARKET IS ABOUT $12 BILLION. WE ARE EXPANDING INTO ANALOG THE UNJUST POWER. THAT IS A $40 BILLION MARKET. BEYOND THAT, IT IS DIGITAL. THERE ARE TECHNICAL HURDLES TO OVERCOME. $350 BILLION. EVENTUALLY, IT WILL TAKE THE WHOLE PIECE, I THINK. >> WHAT IS THE DIFFERENCE BETWEEN GOING FOR POWER. >> THERE ARE VERY FEW BARRIERS AND WE'RE DOING THAT RIGHT NOW. TO DIGITAL, IT REQUIRES FUNDAMENTAL DEVELOPMENT OF THE

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Gallium Nitride: Is It the Silicon Replacement?

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