Peter Walters is president and
CEO of iTerra Communications
(Palo Alto, CA). iTerra designs die,
packaged components, and
multi-chip modules (MCMs) that
give customers strategic system
performance advantages. The
company specializes in semiconductor-based products such as
narrowband and broadband
MMIC amplifiers, low-noise
MMICs and discrete FETs, buffer
and variable-gain amplifiers,
modulator amplifier drivers, NRZto-RZ converters and duobinary
encoders, integrated electro-optical components, and high-speed
digital components. Before
founding iTerra in 2000, he held
various senior positions at
Hewlett-Packard Co., Rockwell,
and Philips, all within the compound semiconductor industry.
MRF: Two years ago, you told us about iTerra, its products, and technologies. What has happened since then?
Walters: We're continuing our focus in the telecommunications transport
infrastructure markets in the 10-Gb/s physical layers. What's interesting is that
there is renewed activity now at 40 Gb/s, where we originally started. This technology is also well positioned for broadband microwave and millimeter-wave
markets and high-speed digital needs typically in test and measurement and
defense applications. The other interesting change in iTerra is that it now has
developed outsourcing partners to be able to provide a turn-key component
solution that is cost-effective. It's part of iTerra's overall strategy to be "asset
light" and focused on core value-added IP for the end customer.
MRF: You founded iTerra at the beginning of the downturn in wireless and
lightwave markets. How did the company manage to weather these times
and emerge unscathed?
Walters: The customers and markets that we are committed to are long-term.
It takes significant time and effort to develop next-generation products,
meet a very challenging Telcordia qualification, and have a close working
relationship with the end customer. The customer then has to do their qualification. Typical product life cycles can be as long as 10 years in some cases.
We have structured the company to be successful in the long term through
good product-development planning and sound financial management.
MRF: Specifically, what did the company do to position itself during this time?
Walters: First of all, one of iTerra's greatest strengths is designing products
that meet the demanding and unusual requirements of specific customers.
Many times it requires the use of digital and microwave technologies, often
in combination. The expertise required to do this is not very common in the
marketplace. We spend a lot of time with our customers' design engineers
to establish a relationship that goes beyond the typical vendor-client scenario.
We also looked for sockets in which we could provide a design and technology
advantage. For example, we knew there was a customer benefit in combining an optical modulator driver amplifier with high-speed digital components
such as encoders, required right before the driver.
MRF: How is the health of the lightwave market, which was one of the most
severely impacted by the market downturn?
Walters: The lightwave market is coming back in what I would call an intelligent manner. That is, people are addressing the need for greater data rates
and capacity at 10 Gb/s and 40 Gb/s in terms of their cost/benefit ratio. Massive increases are occurring in data traffic driven by applications such as video
streaming. We're addressing these needs now, in terms of not just raw performance but high levels of integration, within the cost constraints of the market. Our most popular components are also Telcordia qualified, which is essential in order to serve the telecom market.
MRF: How about the market for microwave devices?
Walters: I think the microwave market is quite robust, especially in areas
of interest to iTerra. The high-frequency instrument market is growing, and there are many defense electronics systems being created for airborne, land,
and ship-borne platforms. The viability of UAVs has created an entirely new
application platform as well. The war
on terrorism requires more and more
information, which is often obtained
by looking at very broad areas of spectrum. All of these applications are an
excellent fit for our broadband MMIC
amplifiers.
MRF: Most microwave semiconductor
manufacturers focus on making devices
to serve the narrow bandwidths occupied by wireless services. Why don't
you follow this model as well?
Walters: I think you just stated it: Most
companies have been thrashing about in
the high-volume, low-margin sectors.
This was never our intent. Instead, we look
for high-margin applications that require
devices with very broad bandwidths such
as DC to 26.5 GHz. Granted, it's not as
massive a marketplace, but it is still quite
large, and demands high gain, high output power, and often low noise and low
power consumption with a very flat
response curve. In some applications,
nothing else will do. Broadband instruments, military electronic warfare and
electronic countermeasures, and many
other types of systems need this type of
performance.
MRF: How do you address opportunities that require different semiconductor and fabrication technologies?
Walters: The trick is to match the right
technology maturity point with the customer's product maturity point to be cost-effective while still delivering the required
performance advantage. We have developed relationships with foundries that
encompass a wide array of technologies.
We currently work with six foundries
that have core competencies in GaAs,
SiGe, InP, and BiCMOS. Our design
team has experience in each one, so we
have the flexibility to address applications with the technologies best suited
for them. We also work with several
packaging organizations that have
expertise in plastic and metal-ceramic
technologies.
MRF: The RoHS initiative has been a thorn
in the side of nearly every semiconductor company. How is iTerra addressing the lead-free need?
Walters: Like everyone else, we saw
RoHS coming and knew we needed to
address it. We have modified many of
our components to be RoHS-6-compliant, and we're rapidly moving toward
compliance for our entire product line.
But there are markets for non-RoHS-complaint packaged parts, and we'll offer this
option as well.
MRF: What devices has iTerra introduced that you feel give you the edge you
earlier referred to?
Walters: Our 9.9-to-12.5 Gb/s iT6155
NRZ modulator driver continues to
gain market acceptance. It's designed
to drive long-haul optical transponders
and consists of two wideband iTerra
pHEMT amplifiers in a compact package. Key target customers are manufacturers of 300-pin MSA transponders, whose shipment volumes continue
to grow at a rapid pace. We have also
introduced two highly-integrated products for long-haul lightwave applications with different modulation schemes.
The iT6134 generates an RZ format
from an NRZ data stream and clock
signal and has peak-to-peak jitter of
less than 10 ps. The iT6144 combines
an encoder and driver, converts an electrical 10-Gb/s NRZ signal into an equivalent duobinary signal, and then amplifies it to drive a "filtered" LiNbO3
modulator. We purposely created the
iT6134 and iT6144 to use the same
SMT package so that manufacturers
can cost-effectively use the same board
with minimal modifications for both
coding schemes.
For microwave applications, we
just introduced two high-power amplifiers—the iT2018 and iT2028. The
iT2018 operates from 5 to 18 GHz
and delivers greater than 1.5 W at 18
GHz with small-signal gain of 18 dB.
The iT2028 has flat gain response
from 5 to 20 GHz with more than +30
dBm output power across the band
and as high as +33 dBm at 1-dB
compression.