24 Semiconductor Materials

Concepts and Terms

24. Semiconductor Materials

Elemental Semiconductors

  • Silicon (Si) - Dominant semiconductor, 1.12 eV bandgap
  • Germanium (Ge) - 0.67 eV bandgap, higher mobility than Si
  • SiGe (Silicon-Germanium) - Strained layers, enhanced mobility
  • Carbon (Diamond) - Wide bandgap (5.5 eV), excellent thermal conductor

III-V Semiconductors

  • GaAs (Gallium Arsenide) - Direct bandgap, high-speed devices
  • InP (Indium Phosphide) - High-speed, optoelectronics
  • GaN (Gallium Nitride) - Wide bandgap, power devices, LEDs
  • InGaN - Blue/green LEDs
  • AlGaN - UV emitters, power devices
  • InAs (Indium Arsenide) - Infrared detectors
  • InSb (Indium Antimonide) - Highest electron mobility

II-VI Semiconductors

  • CdTe (Cadmium Telluride) - Solar cells, X-ray detectors
  • ZnO (Zinc Oxide) - Transparent conductors, sensors
  • ZnS (Zinc Sulfide) - Phosphors, IR windows
  • HgCdTe - Infrared detectors

Wide Bandgap Materials

  • SiC (Silicon Carbide) - 3.3 eV, high-power/high-temp devices
  • GaN (Gallium Nitride) - 3.4 eV, power electronics
  • AlN (Aluminum Nitride) - 6.2 eV, UV emitters
  • Diamond - 5.5 eV, extreme power/temp capability

2D Materials

  • Graphene - Single layer of carbon, excellent electrical/thermal properties
  • MoS₂ (Molybdenum Disulfide) - 2D semiconductor
  • WSe₂ (Tungsten Diselenide) - 2D semiconductor
  • hBN (Hexagonal Boron Nitride) - 2D insulator
  • Black phosphorus - Tunable bandgap 2D semiconductor
Speech Content

Semiconductor Materials: Deep Dive for Founders

Let's start with a rapid overview of the core concepts we'll explore. We're covering elemental semiconductors like silicon and germanium, the diverse world of three-five and two-six compound semiconductors including gallium arsenide and cadmium telluride, wide bandgap materials such as silicon carbide and gallium nitride, and the emerging frontier of two-dimensional materials like graphene and molybdenum disulfide. Key ideas include bandgap engineering, mobility optimization, crystal growth techniques like Czochralski and chemical vapor deposition, supply chain concentration in Asia, pathways for western manufacturing independence, and adaptations for lunar semiconductor production. We'll examine how mature robotics can accelerate development, which abandoned approaches deserve revisiting, and where novel opportunities lie for startups. Now let's dive deep.

Elemental Semiconductors

Silicon dominates semiconductors with a one point one two electron volt indirect bandgap and crystallizes in a diamond cubic structure. Its dominance stems from multiple factors: native silicon dioxide forms an exceptional interface with fewer than ten to the tenth interface trap states per square centimeter per electron volt, silicon comprises twenty-seven percent of Earth's crust making it abundant, and Czochralski crystal growth produces three hundred millimeter diameter single crystals at eleven nines purity. Electron mobility reaches fourteen hundred square centimeters per volt-second while holes achieve four hundred fifty. The Czochralski process melts polysilicon in a quartz crucible, dips a seed crystal, and slowly pulls while rotating, growing an ingot over days.

For a western fab, silicon supply poses challenges since seventy percent of polysilicon production concentrates in China, with Wacker and Hemlock representing western suppliers. Polysilicon costs ten to twenty dollars per kilogram, translating to about fifty dollars per three hundred millimeter wafer. Wafer suppliers like Shin-Etsu, SUMCO, and GlobalWafers all operate in Asia with minimal western production. A startup could partner with existing suppliers short-term while advocating for domestic polysilicon production using cheap solar energy in the American Southwest.

For lunar manufacturing, silicon becomes extremely attractive. Lunar regolith contains twenty percent silicon dioxide plus silicates. Carbothermal reduction, where silicon dioxide plus carbon yields silicon plus carbon monoxide, can operate in solar furnaces exceeding sixteen hundred degrees Celsius. The key advantage: zone refining works beautifully in vacuum without requiring inert gases. Pass multiple molten zones along an ingot, and impurities segregate based on their different solid-liquid distribution coefficients. The native ultra-high vacuum on the moon eliminates the need for expensive pumping systems. The oxygen byproduct from reduction becomes valuable for life support and propellant production.

Germanium offers a zero point six seven electron volt indirect bandgap with twice silicon's electron mobility at thirty-nine hundred square centimeters per volt-second. It dominated early transistors from nineteen forty-seven through the nineteen sixties but silicon displaced it due to germanium's poor native oxide and lower bandgap causing excessive leakage at operating temperatures. Germanium is now experiencing revival for three applications: virtual substrates enabling three-five semiconductor integration on silicon, fin-FET strain engineering where compressive or tensile strain modifies band structure for higher mobility, and as high-mobility channel material. Germanium costs around one thousand dollars per kilogram and comes primarily as a byproduct of zinc smelting at only zero point zero one percent concentration. China produces sixty percent, Belgium's Umicore thirty percent. This constrained supply chain poses risks for scaling.

Silicon-germanium alloys grown as pseudomorphic strained layers on silicon substrates exploit the four percent lattice constant mismatch between silicon and germanium to create beneficial strain. The Matthews-Blakeslee critical thickness relationship shows that critical thickness before dislocations form is inversely proportional to germanium fraction. IBM and Intel use silicon-germanium in heterojunction bipolar transistors achieving transition frequencies exceeding five hundred gigahertz. Growth occurs via chemical vapor deposition or molecular beam epitaxy at five hundred to seven hundred degrees Celsius using silane and germane precursors. Graded buffer layers prevent threading dislocations from propagating into active regions.

Diamond represents an extreme semiconductor with a five point five electron volt indirect bandgap, the highest thermal conductivity at twenty-two hundred watts per meter-kelvin, and breakdown field of ten megavolts per centimeter. Chemical vapor deposition grows diamond films using methane-hydrogen plasma at roughly eight hundred degrees Celsius on seeded substrates. The challenge: boron doping achieves p-type conduction but n-type remains difficult because phosphorus requires high temperatures causing defects while nitrogen creates deep levels far from the band edge. Wafer size maxes out around one hundred fifty millimeters with costs exceeding ten thousand dollars per wafer. Applications target extreme power electronics and quantum sensors using nitrogen-vacancy centers.

For lunar applications, diamond becomes particularly interesting. Chemical vapor deposition in vacuum requires no hydrogen dilution, just methane plasma. The moon's vacuum simplifies the process substantially. Import carbon efficiently since one kilogram covers large areas as monolayer graphene or few-layer diamond films. Diamond devices wouldn't require passivation in vacuum packaging, and the extreme thermal conductivity helps manage heat in the harsh lunar thermal environment.

Three-Five Semiconductors

Gallium arsenide has a direct one point four two electron volt bandgap and electron mobility of eighty-five hundred square centimeters per volt-second in its zincblende crystal structure. Growth uses the Bridgman method or liquid encapsulated Czochralski with boron trioxide encapsulant preventing arsenic sublimation at the twelve hundred thirty-eight degree melt temperature. Wafers reach two hundred millimeters diameter. Semi-insulating substrates using chromium, iron, or E-L-two defects enable RF devices. Gallium arsenide dominates radio frequency high electron mobility transistors operating above one hundred gigahertz and concentrated solar cells exceeding thirty percent efficiency in multi-junction designs. The lack of native passivating oxide requires deposited aluminum oxide or silicon nitride layers. Cost runs roughly five hundred dollars per one hundred fifty millimeter wafer versus fifty for silicon. Suppliers include AXT, Freiberger, and Sumitomo.

Indium phosphide offers a one point three four electron volt direct bandgap with fifty-four hundred square centimeters per volt-second electron mobility. Liquid encapsulated Czochralski growth limits wafers to one hundred fifty millimeters due to thermal stress from low mechanical strength. Indium phosphide is preferred for electronics exceeding one hundred gigahertz and telecom lasers or photodetectors at one point three to one point five five microns since indium-gallium-arsenide lattice-matches at the composition indium-zero-point-five-three-gallium-zero-point-four-seven-arsenide. Cost reaches one thousand dollars per one hundred millimeter wafer. Integration with silicon faces challenges from eight point one percent lattice mismatch and thermal expansion mismatch. Wafer bonding and aspect-ratio trapping in oxide trenches enable heterogeneous integration.

Gallium nitride crystallizes in wurtzite structure with a three point four electron volt direct bandgap. Initially no native substrates existed, requiring heteroepitaxial growth on sapphire with sixteen percent mismatch, silicon carbide with three point five percent mismatch, or silicon one-one-one orientation. Metal-organic chemical vapor deposition operates at one thousand to eleven hundred degrees Celsius using trimethylgallium and ammonia precursors. Threading dislocation densities reach ten to the eighth to ten to the tenth per square centimeter versus ten squared to ten to the fourth for silicon. Bulk gallium nitride via hydride vapor phase epitaxy or ammonothermal growth reaches one hundred fifty millimeters but costs exceed five thousand dollars per wafer.

Aluminum-gallium-nitride over gallium nitride high electron mobility transistors exploit spontaneous and piezoelectric polarization to create a two-dimensional electron gas with sheet densities exceeding ten to the thirteenth per square centimeter without any doping. This enables exceptional performance for RF power in five-G base stations and power switching above six hundred volts where silicon MOSFETs struggle. The challenge: these devices are normally-on, requiring p-type gallium nitride gates or recessed gate structures for normally-off enhancement mode operation.

For western manufacturing, gallium-nitride-on-silicon offers a compelling path since two hundred millimeter processing fits existing silicon lines. IQE and NexGen produce epitaxial wafers. An opportunity exists in vertical gallium nitride devices using wafer bonding to transfer device layers to a carrier, eliminating the foreign substrate and improving thermal management.

Three-five materials face supply chain risks since gallium comes from bauxite as an aluminum production byproduct at roughly three hundred dollars per kilogram, while indium comes from zinc ores at two hundred to four hundred dollars per kilogram. China produces sixty to eighty percent of gallium and indium. Arsenic comes from copper and lead smelting at one to three dollars per kilogram but toxicity limits handling. Reclaim and recycling become critical for indium and gallium due to relative scarcity. A western fab should establish substrate partnerships with IQE in the UK and AXT in the US, and implement gallium-arsenide recycling from spent LEDs and solar cells.

For the moon, three-five semiconductors pose major challenges. Volatile elements like arsenic, phosphorus, and nitrogen are essentially absent. Phosphorus exists in apatite minerals in lunar rocks but below zero point one percent abundance. Nitrogen must be imported entirely. Gallium and indium exist as trace elements around one part per million in regolith but extraction would be energy-intensive. The verdict: avoid three-five semiconductors in initial lunar manufacturing, focusing instead on silicon-based technologies.

Indium-gallium-nitride ternaries allow bandgap tuning from zero point seven to three point four electron volts. Blue and green LEDs, recognized with the twenty fourteen Nobel Prize for Nakamura, use indium-gallium-nitride quantum wells despite ten to fifteen percent indium causing severe strain, phase separation, and defects. Quantum wells only two to three nanometers thick prevent relaxation. The infamous efficiency droop at high current densities from Auger recombination and carrier overflow limits performance. Indium-gallium-nitride theoretically offers optimal one point three four electron volt bandgap for single-junction solar cells but current material quality remains insufficient.

Aluminum-gallium-nitride covers three point four to six point two electron volts depending on aluminum content, enabling UV emitters from two hundred to three hundred sixty-five nanometers for water purification and sensing. Deep UV LEDs suffer low external quantum efficiency below five percent due to poor p-type doping from high magnesium activation energy and transverse-magnetic-polarized emission that gets absorbed in conventional c-plane growth. Non-polar and semi-polar growth on patterned substrates improves light extraction.

Indium arsenide with its zero point three six electron volt direct bandgap and indium antimonide with zero point one seven electron volts offer the highest bulk semiconductor electron mobilities at thirty-three thousand and seventy-seven thousand square centimeters per volt-second respectively. Applications include infrared detectors from one to three point eight microns, quantum cascade lasers, and indium-arsenide over gallium-antimonide superlattices for mid-wave and long-wave infrared detection from eight to twelve microns. The small bandgaps cause high dark currents requiring cryogenic cooling. Integration with silicon via buffer layers enables infrared imaging arrays.

Two-Six Semiconductors

Cadmium telluride's one point four four electron volt direct bandgap sits nearly optimal for single-junction solar cells. Cadmium-telluride over cadmium-sulfide thin-film solar cells achieve twenty-two percent efficiency with First Solar producing modules under forty cents per watt. Close-space sublimation or vapor transport deposition at five hundred to six hundred degrees Celsius on soda-lime glass followed by cadmium-chloride treatment passivates grain boundaries. Cadmium toxicity raises concerns requiring end-of-life recycling infrastructure. Cadmium telluride also serves in X-ray and gamma detectors due to high atomic number enabling direct detection. Bulk crystals grow via traveling heater method.

Zinc oxide offers a three point three seven electron volt direct bandgap in wurtzite structure. As a transparent conducting oxide when doped with aluminum or gallium, sputtered zinc oxide films appear in displays and solar cells replacing indium-tin-oxide. The material is piezoelectric for MEMS applications and has large exciton binding energy of sixty millielectron volts enabling room-temperature UV lasing. Bulk growth via hydrothermal methods produces wafers to seventy-five millimeters for surface acoustic wave devices.

Zinc sulfide with three point five four electron volt wurtzite or three point seven two electron volt zincblende bandgap serves as phosphor material for CRT and electroluminescent displays when manganese-doped for yellow-orange emission. It's valued as an infrared window with eight to twelve micron transmission for thermal imaging. Multispectral zinc sulfide called Cleartran grows via chemical vapor deposition with low dispersion and resistance to thermal shock.

Mercury-cadmium-telluride with formula mercury-one-minus-x-cadmium-x-telluride allows bandgap tuning from zero to one point six electron volts with composition. It represents the gold standard for military and space infrared detectors in the eight to twelve micron long-wave infrared band. Liquid phase epitaxy or molecular beam epitaxy on cadmium-zinc-telluride substrates achieves growth, but extreme sensitivity to composition where zero point zero one change produces zero point zero one electron volt shift makes manufacturing challenging. High costs exceeding fifty thousand dollars for focal plane arrays and requirements for Stirling coolers drive interest in quantum-well infrared photodetector and superlattice alternatives.

Wide Bandgap Materials

Silicon carbide exists in over two hundred fifty polytypes with four-H silicon carbide at three point two three electron volts in hexagonal structure and six-H silicon carbide preferred for devices. Physical vapor transport using the Lely method grows crystals at two thousand to twenty-five hundred degrees Celsius with roughly one degree per centimeter thermal gradients required. Wafers reached two hundred millimeters diameter with Wolfspeed's twenty twenty-two announcement. High thermal conductivity of three hundred seventy watts per meter-kelvin and breakdown field of three megavolts per centimeter enable Schottky diodes and MOSFETs for six hundred to twelve hundred volt applications in electric vehicles and industrial systems.

Silicon dioxide gate oxide works on silicon carbide but poor mobility of ten to fifty square centimeters per volt-second results from carbon clusters at the interface. Nitrided oxides from nitric oxide annealing improve mobility to roughly one hundred square centimeters per volt-second. Wafer cost runs fifteen hundred dollars per one hundred fifty millimeter wafer. Suppliers include Wolfspeed in the US controlling roughly forty percent market share, plus Rohm and two-VI.

For a western fab, silicon carbide represents a strategic material since Wolfspeed provides domestic supply. The electric vehicle market drives capacity expansion. A startup opportunity exists in improving the gate oxide interface through alternative dielectrics or surface treatments, potentially using AI-optimized annealing recipes.

Aluminum nitride's six point two electron volt bandgap is highest among three-fives. Deep UV LEDs at two hundred twenty-two nanometers enable germicidal applications without ozone generation. Poor p-type doping limits device performance. Growth via metal-organic chemical vapor deposition requires temperatures above twelve hundred degrees Celsius. Bulk aluminum nitride via physical vapor transport exceeds twenty-two hundred degrees Celsius but remains limited to small sizes. High thermal conductivity of three hundred forty watts per meter-kelvin makes aluminum nitride valuable for thermal management substrates. Piezoelectric properties enable RF filters for five-G and Wi-Fi six-E competing with lithium niobate.

Two-Dimensional Materials

Graphene consists of a single atomic layer of sp-two-bonded carbon in honeycomb lattice. It has zero bandgap making it a semimetal with massless Dirac fermions and ambipolar transport. Mobility exceeds two hundred thousand square centimeters per volt-second on hexagonal boron nitride substrates with ballistic transport at micron scales. Synthesis approaches include mechanical exfoliation for research, chemical vapor deposition on copper or nickel for scalability requiring transfer, and silicon carbide sublimation for epitaxial growth but costly. Applications span RF transistors with transition frequency exceeding four hundred gigahertz, transparent electrodes, sensors, and interconnects. The lack of bandgap prevents digital logic unless nanoribbons are patterned below five nanometers width or bilayer graphene with applied electric field opens a gap. Graphene-on-wafer costs run one hundred to five hundred dollars per one hundred fifty millimeter transferred film.

For interconnects, graphene offers advantages at sub-ten-nanometer dimensions where copper resistivity increases dramatically due to surface scattering and grain boundary effects. A western fab could develop graphene interconnect technology by integrating chemical vapor deposition into the back-end-of-line process, potentially keeping wafers in vacuum between metallization steps to prevent oxidation.

Molybdenum disulfide, a transition metal dichalcogenide, has indirect one point two electron volt bandgap in bulk that becomes direct one point eight electron volts at monolayer thickness. Electron mobility reaches two hundred square centimeters per volt-second for monolayer on silicon dioxide, limited by phonon scattering and substrate interactions. Chemical vapor deposition growth uses molybdenum chloride and sulfur precursors or molybdenum and sulfur evaporation at six hundred to eight hundred degrees Celsius. Large-area monolayers to four inches have been demonstrated but are polycrystalline with grain boundaries degrading mobility. Field-effect transistors achieve on-off ratios exceeding ten to the eighth and subthreshold swing around seventy millivolts per decade. The technology promises for sub-three-nanometer nodes due to excellent electrostatic control from atomic thickness, but contact resistance in hundreds of ohm-micrometers remains challenging. Molecular beam epitaxy or atomic layer deposition encapsulation prevents oxidation.

Tungsten diselenide behaves similarly to molybdenum disulfide with one point six five electron volt direct bandgap at monolayer. It exhibits ambipolar behavior with appropriate contacts where high work function metals enable p-type and low work function metals enable n-type. Exciton binding energy around five hundred millielectron volts enables room-temperature excitonic devices. Integrated circuits including inverters and ring oscillators have been demonstrated but with low gain. Chemical vapor deposition growth uses tungsten hexachloride and selenium precursors analogous to molybdenum disulfide.

Hexagonal boron nitride is a wide bandgap insulator around six electron volts. It's atomically flat with no dangling bonds and low charged impurities, making it an ideal substrate and encapsulant for two-dimensional semiconductors. Using hexagonal boron nitride enables near-intrinsic mobilities for other two-dimensional materials. Chemical vapor deposition growth operates at one thousand to twelve hundred degrees Celsius. It serves as gate dielectric with breakdown field around ten megavolts per centimeter. The material shows anisotropic in-plane versus out-of-plane properties with stronger in-plane bonding. It enables van der Waals heterostructures without requiring lattice matching.

Black phosphorus has puckered orthorhombic structure with direct bandgap tunable from zero point three electron volts in bulk to two electron volts at monolayer. It exhibits anisotropic mobility along armchair versus zigzag directions up to one thousand square centimeters per volt-second. Exfoliation is straightforward but severe ambient degradation from oxidation and moisture requires encapsulation with aluminum oxide or hexagonal boron nitride. Potential applications include mid-infrared optoelectronics and flexible electronics. Synthesis converts red phosphorus under high pressure but commercial availability remains limited.

For two-dimensional materials on the moon, graphene synthesis from imported carbon makes sense given mass efficiency where one kilogram produces large areas. Molybdenum disulfide becomes possible if molybdenum extraction from regolith at roughly one part per million concentration proves feasible. Sulfur from pyroclastic deposits at limited locations could supply the chalcogen. The moon's ultra-high vacuum simplifies transfer and prevents oxidation between process steps.

Novel Opportunities and Revisited Approaches

For a western fab competing with TSMC, several material strategies offer advantages. Silicon-germanium BiCMOS integrates RF and analog with digital logic without three-five complexity. Tower Semiconductor now part of Intel and GlobalFoundries offer established processes. Gallium-nitride-on-silicon for power devices processes on two hundred millimeter in existing silicon lines with epitaxial wafers from IQE and NexGen. An opportunity exists in vertical gallium nitride using wafer bonding to eliminate the silicon substrate after device fabrication.

Two-dimensional material integration could skip transfer steps by directly synthesizing on gate stacks, feasible for transition metal dichalcogenides below six hundred degrees Celsius. AI-optimized chemical vapor deposition recipes using Bayesian optimization with in-situ Raman or X-ray diffraction characterization could accelerate development from years to months. The vast parameter space of temperature, pressure, precursor ratios, and time benefits from autonomous experimentation.

Van der Waals integration without lattice matching constraints enables arbitrary heterostructures. Stack graphene for interconnects, molybdenum disulfide for transistor channels, hexagonal boron nitride for dielectrics, and tungsten diselenide for p-type devices all in a single vertical stack. Each layer bonds via weak van der Waals forces without defects from lattice mismatch that plague conventional epitaxy.

Diamond heat spreaders using polycrystalline diamond films via chemical vapor deposition on wafer backsides post-fabrication could improve thermal management for high-power chips. This addresses the growing challenge of heat density in advanced nodes.

For chiplets in vacuum, cold welding enables diffusion bonding of gold-gold or copper-copper interfaces under ultra-high vacuum at modest temperatures of two hundred to four hundred degrees Celsius. The moon's natural vacuum provides ideal conditions. On Earth, maintain wafers in vacuum chambers with load-locked transfer to cold weld chambers. This eliminates solder bumps with flux and associated cleanliness issues. Integrate graphene vias during chiplet bonding for vertical interconnects exploiting graphene's excellent vertical conductivity.

Several abandoned approaches deserve revisiting. Gallium arsenide digital logic pursued by IBM and Cray in the nineteen nineties failed due to fragility, cost, poor oxide, and heat dissipation. Revisit this with gallium-arsenide-on-silicon solving lattice mismatch via graded buffers or wafer bonding, targeting ultra-low-power logic exploiting higher mobility for lower operating voltage. Vacuum packaging eliminates troublesome surface states that plagued earlier attempts.

Germanium transistors displaced by silicon in the nineteen sixties could return as germanium fin-FETs for high mobility. Passivate with atomic layer deposition aluminum oxide plus sulfur treatment reducing interface trap density. Vacuum operation removes moisture that destabilizes hygroscopic germanium oxides.

Indium antimonide and indium arsenide transistors explored in the nineteen fifties and sixties were abandoned due to low bandgap leakage. Revisit for cryogenic computing at four kelvin for quantum computer adjuncts where reduced temperature suppresses leakage. Indium antimonide's extreme mobility enables terahertz circuits impossible with other materials.

Diamond electronics research from the nineteen eighties and nineties at Naval Research Lab and Vanderbilt was limited by doping and substrate challenges. Revisit with boron delta-doping achieving high two-dimensional hole gases. Nano-crystalline diamond films with grain size five to ten nanometers grow rapidly at ten micrometers per hour via hot-filament chemical vapor deposition. Use for radiation-hard processors for space and lunar applications where ionizing radiation would destroy silicon devices.

Two-dimensional materials before twenty ten focused on graphene isolated in two thousand four by Geim and Novoselov. Digital logic was abandoned around twenty ten due to lack of bandgap. Revisit graphene for interconnects with lower resistance than copper at sub-ten-nanometer dimensions, RF analog circuits immune to short-channel effects, and sensors where every atom is a surface atom. Use transition metal dichalcogenides for digital logic with the twenty twenty-five International Roadmap for Devices and Systems projecting transition metal dichalcogenides at the one-nanometer node.

Research frontiers include topological materials like bismuth selenide and tin telluride, also a four-six semiconductor. Spin-momentum locked surface states offer potential for dissipationless interconnects and low-power logic. Growth by molecular beam epitaxy currently sits at technology readiness level two to three.

Inorganic perovskites like cesium-lead-iodide and cesium-tin-iodide offer tunable bandgaps and high absorption, more stable at higher temperatures than organic-inorganic hybrids. Potential applications span solar cells, LEDs, and detectors. Solution processing or vapor deposition achieves synthesis at technology readiness level four to five.

Van der Waals magnets including chromium triiodide and chromium-germanium-telluride provide two-dimensional ferromagnetism enabling spintronic devices at atomic scale. Potential exists for magnetic RAM and spin logic. Exfoliation or chemical vapor deposition produces these materials currently at technology readiness level two to three.

Nitride two-dimensional materials like two-dimensional gallium nitride and aluminum nitride remain theoretical without experimental isolation. Predictions suggest direct bandgaps and high mobility combining benefits of three-fives and two-dimensional materials. Synthesis methods remain unknown at technology readiness level one to two.

Alloy two-dimensional materials like molybdenum-tungsten-disulfide enable continuous bandgap tuning. Chemical vapor deposition with mixed precursors faces phase segregation challenges. This enables bandgap engineering within a monolayer at technology readiness level three.

Ferroelectric semiconductors including alpha-indium selenide and copper-indium-phosphorus-sulfide offer two-dimensional ferroelectricity enabling non-volatile memory and negative capacitance field-effect transistors. Molecular beam epitaxy growth sits at technology readiness level three to four.

Mature Robotics Impact

Autonomous crystal growth systems could adjust thermal profiles and pull rates in Czochralski and Bridgman methods in real-time, reducing defects and increasing yield. Sapphire growth for gallium nitride substrates already operates ninety percent automated; extend this to more complex three-fives.

For two-dimensional material exfoliation and transfer, robotics with vision systems could automate peeling tape with controlled force, alignment, and transfer operations. Dry transfer with polydimethylsiloxane stamps achieves micron precision, potentially increasing throughput one hundred fold over manual methods.

Multi-chamber vacuum systems with robotic arms keep wafers in vacuum from growth through deposition, etching, and bonding. This eliminates oxidation between steps, critical for two-dimensional and reactive materials. Extend SECS-GEM communication protocols for fab automation.

High-throughput doping uses laser annealing or flash lamp annealing of doped layers on microsecond timescales with robotic sample positioning. This enables rapid testing of doping profiles with combinatorial libraries on single wafers.

In-situ characterization robots move wafers between processing and characterization like ellipsometry, X-ray photoelectron spectroscopy, and low-energy electron diffraction without breaking vacuum. Closed-loop control measures properties, adjusts recipe parameters, and iterates, reducing development cycles from months to days.

Chiplet assembly robots achieve pick-and-place with sub-one-hundred-nanometer accuracy. Vision systems align fiducials followed by cold welding under vacuum with precision force control. This enables heterogeneous integration at scale with thousands of chiplets per wafer.

Let's recap the key concepts. Elemental semiconductors like silicon and germanium form the foundation with silicon's dominance from its excellent oxide and abundance. Three-five compounds like gallium arsenide and indium phosphide offer direct bandgaps and high mobility for RF and optoelectronics but face supply chain concentration in Asia and higher costs. Wide bandgap materials including silicon carbide and gallium nitride enable high-power and high-temperature operation. Two-dimensional materials from graphene to transition metal dichalcogenides promise atomic-scale devices without lattice matching constraints.For

lunar manufacturing, focus on silicon and silicon-germanium from regolith-derived feedstocks using carbothermal reduction and vacuum zone refining. Wide bandgap materials like diamond simplify in vacuum environments. Avoid three-fives initially due to volatile element scarcity. For western fabs, secure domestic supply chains for silicon carbide, develop gallium-nitride-on-silicon, and invest in two-dimensional material integration with AI-optimized processes. Revisit abandoned approaches like germanium transistors and gallium arsenide logic now viable with vacuum packaging and improved passivation. Mature robotics will accelerate development through autonomous crystal growth, automated transfer of two-dimensional materials, and closed-loop in-situ characterization, compressing innovation timelines from years to months.

Technical Overview

Elemental Semiconductors

Silicon (Si): Crystalline silicon forms diamond cubic lattice (space group Fd3m), indirect bandgap 1.12 eV at 300K. Dominates due to: native SiO2 with excellent interface (Dit <10^10 cm^-2 eV^-1), abundance (27% Earth's crust), mature Czochralski/float-zone crystal growth. Single-crystal ingots grown to 300mm diameter, 11-nines purity for digital logic. Doped n-type (phosphorus, arsenic) or p-type (boron). Mobility: electrons 1400 cm^2/V·s, holes 450 cm^2/V·s at room temperature.

Germanium (Ge): 0.67 eV indirect bandgap, 2× higher electron mobility (3900 cm^2/V·s) than Si. Dominated early transistors (1947-1960s) but displaced by Si due to poor native oxide, lower bandgap causing leakage at operating temperatures. Revival for: (1) virtual substrates for III-V integration, (2) FinFET strain engineering, (3) high-mobility channels. GeO2 interface inferior to SiO2. Crystal growth via Czochralski from ~5N starting material.

SiGe: Pseudomorphic strained layers on Si substrates. Lattice constant mismatch (~4% at pure Ge) creates compressive/tensile strain, modifying band structure. Used in IBM/Intel HBTs (heterojunction bipolar transistors) achieving fT >500 GHz. Critical thickness from Matthews-Blakeslee: h_c ∝ 1/x for composition Si(1-x)Ge(x). Growth via CVD/MBE at 500-700°C using SiH4/GeH4 precursors. Graded buffers prevent threading dislocations.

Diamond: 5.5 eV indirect bandgap, highest thermal conductivity (2200 W/m·K), breakdown field 10 MV/cm. CVD growth via CH4/H2 plasma (~800°C) on seeded substrates. Boron doping for p-type; n-type challenging (phosphorus requires high temperatures causing defects, nitrogen creates deep levels). Wafer size limited to ~150mm, costs $10K+ per wafer. Applications: extreme power electronics, quantum sensors (NV centers). Heteroepitaxial growth on Ir/SiC being developed.

III-V Semiconductors

GaAs: Direct bandgap (1.42 eV), electron mobility 8500 cm^2/V·s. Zincblende structure. Grown via Bridgman/LEC (liquid encapsulated Czochralski) with B2O3 encapsulant preventing As sublimation at 1238°C melt. Wafers to 200mm. Semi-insulating substrates via Cr/Fe/EL2 defects. Dominates RF (HEMTs to 100+ GHz), concentrated solar cells (30%+ efficiency multi-junction). No native passivating oxide—uses ex-situ Al2O3/Si3N4. Cost ~$500/150mm wafer vs $50 for Si. Suppliers: AXT, Freiberger, Sumitomo.

InP: 1.34 eV direct bandgap, electron mobility 5400 cm^2/V·s. LEC growth, limited to 150mm due to thermal stress (low mechanical strength). Preferred for >100 GHz electronics, 1.3-1.55 μm telecom lasers/photodetectors (lattice-matched to In0.53Ga0.47As). Superior to GaAs for high-speed due to lower effective mass. Cost ~$1000/100mm wafer. Integration challenges: lattice mismatch to Si (8.1%), thermal mismatch. Wafer bonding and aspect-ratio trapping enable heterogeneous integration.

GaN: Wurtzite structure, 3.4 eV direct bandgap. No native substrate initially—grown heteroepitaxially on sapphire (16% mismatch), SiC (3.5% mismatch), or Si(111) via MOCVD (1000-1100°C, TMGa/NH3 precursors). Threading dislocation densities 10^8-10^10 cm^-2 vs 10^2-10^4 for Si. Bulk GaN via HVPE/ammonothermal reaching 150mm but costly ($5K+ per wafer). AlGaN/GaN HEMTs exploit spontaneous/piezoelectric polarization creating 2DEG with sheet densities >10^13 cm^-2 without doping. Dominates RF power (5G base stations), power switching (600V+ devices challenging Si MOSFETs). Normally-on operation requires p-GaN gates or recessed gates.

InGaN: Ternary alloy, bandgap tunable 0.7-3.4 eV. Blue/green LEDs (Nakamura, Nobel 2014) despite 10-15% In causing severe strain, phase separation, defects. Quantum wells 2-3nm thick prevent relaxation. "Efficiency droop" at high current densities (Auger recombination, carrier overflow) limits performance. InGaN solar cells theoretically optimal (1.34 eV for single junction) but material quality insufficient.

AlGaN: Bandgap 3.4-6.2 eV (Al content), UV emitters 200-365nm (water purification, sensing). Deep UV LEDs suffer low efficiency (<5% EQE) due to poor p-doping (high Mg activation energy), TM-polarized emission absorbed in c-plane. Non-polar/semi-polar growth on patterned substrates improves extraction.

InAs: 0.36 eV direct bandgap, highest electron mobility among III-Vs (33,000 cm^2/V·s). Infrared detectors 1-3.8 μm, quantum cascade lasers. InAs/GaSb superlattices for MWIR/LWIR detection (8-12 μm). Small bandgap causes high dark currents requiring cooling. Integration with Si via buffer layers for infrared imaging arrays.

InSb: 0.17 eV bandgap, electron mobility 77,000 cm^2/V·s at 300K (highest bulk semiconductor). Cryogenic IR detectors (3-5 μm), magnetometers. Extremely temperature sensitive. CZ growth challenging due to constitutional supercooling.

II-VI Semiconductors

CdTe: 1.44 eV direct bandgap, near-optimal for single-junction solar cells. CdTe/CdS thin-film solar cells achieve 22% efficiency (First Solar), cost <$0.40/W. Close-space sublimation or vapor transport deposition at 500-600°C on soda-lime glass. CdCl2 treatment passivates grain boundaries. Toxicity concerns (Cd), end-of-life recycling critical. Also used for X-ray/gamma detectors (high atomic number, direct detection). Grown as bulk crystals via traveling heater method.

ZnO: 3.37 eV direct bandgap, wurtzite. Transparent conducting oxide (TCO) when doped with Al/Ga. Sputtered films for displays, solar cells (replacing ITO). Piezoelectric for MEMS. Large exciton binding energy (60 meV) enables room-temperature UV lasing. Bulk growth via hydrothermal methods, wafers to 75mm. Surface acoustic wave devices.

ZnS: 3.54 eV (wurtzite) or 3.72 eV (zincblende) bandgap. Phosphors for CRTs, electroluminescent displays when doped (Mn: yellow-orange). Infrared windows (8-12 μm transmission) for thermal imaging, multispectral ZnS (Cleartran) via CVD. Low dispersion, resistant to thermal shock.

HgCdTe: Hg(1-x)Cd(x)Te, bandgap tunable 0-1.6 eV with composition. Gold standard for military/space IR detectors (8-12 μm LWIR). Liquid phase epitaxy or MBE on CdZnTe substrates. Extreme sensitivity to composition (0.01 change = 0.01 eV shift). High costs ($50K+ for focal plane arrays), requires Stirling coolers. QWIP/SLS alternatives emerging.

Wide Bandgap Materials

SiC: Over 250 polytypes; 4H-SiC (3.23 eV, hexagonal) and 6H-SiC preferred. Physical vapor transport (Lely method) growth at 2000-2500°C with ~1°C/cm thermal gradients. Wafers to 200mm (Wolfspeed 2022). High thermal conductivity (370 W/m·K), breakdown field 3 MV/cm. Schottky diodes and MOSFETs for 600-1200V (EVs, industrial). SiO2 gate oxide possible but poor mobility (10-50 cm^2/V·s) due to carbon clusters at interface; nitrided oxides improve to ~100 cm^2/V·s. Cost ~$1500/150mm wafer. Suppliers: Wolfspeed (US), Rohm, II-VI.

GaN: Covered above. GaN-on-Si reduces costs, enables 200mm, but thermal/lattice mismatch causes wafer bow, cracking. Compositionally graded AlGaN buffers (1-2 μm) manage stress. Vertical GaN devices require native substrates for optimal performance.

AlN: 6.2 eV bandgap, highest among III-Vs. Deep UV LEDs (222 nm for germicidal without ozone). Poor p-type doping limits device performance. Growth via MOCVD similar to GaN but higher temperatures (1200°C+). Bulk AlN via PVT at >2200°C, limited to small sizes. High thermal conductivity (340 W/m·K) for thermal management substrates. Piezoelectric for RF filters (5G, Wi-Fi 6E), competing with LiNbO3.

Diamond: Covered above. Single-crystal CVD limited; polycrystalline feasible at scale. Boron doping achieves hole mobility ~1000 cm^2/V·s. Schottky barrier diodes demonstrated to 10 kV. Nitrogen-vacancy centers for quantum computing/sensing (magnetometry, thermometry). Economics prohibitive except niche applications.

2D Materials

Graphene: Single atomic layer of sp2-bonded carbon in honeycomb lattice. Zero bandgap (semimetal), massless Dirac fermions, ambipolar transport. Mobility >200,000 cm^2/V·s on hBN substrates (ballistic transport at micron scales). Synthesis: mechanical exfoliation (research), CVD on Cu/Ni (scalable, transfer required), SiC sublimation (epitaxial but costly). Applications: RF transistors (fT >400 GHz), transparent electrodes, sensors, interconnects. Lack of bandgap prevents digital logic unless nanoribbon patterning (<5nm width) or bilayer with electric field. Graphene-wafer costs ~$100-500/150mm transferred film.

MoS2: Transition metal dichalcogenide (TMD), indirect bandgap 1.2 eV (bulk) becomes direct 1.8 eV at monolayer. Electron mobility ~200 cm^2/V·s (monolayer on SiO2), limited by phonon scattering and substrate interactions. CVD growth via MoCl5/sulfur precursors or Mo/S evaporation at 600-800°C. Large-area monolayers to 4-inch demonstrated but polycrystalline (grain boundaries degrade mobility). FETs achieve on/off ratios >10^8, subthreshold swing ~70 mV/dec. Promising for sub-3nm nodes due to electrostatic control, but contact resistance (hundreds of Ω·μm) challenges remain. MBE or ALD encapsulation prevents oxidation.

WSe2: Similar to MoS2, 1.65 eV direct bandgap (monolayer). Ambipolar behavior with appropriate contacts (high work function for p-type, low for n-type). Exciton binding energy ~500 meV enables room-temperature excitonic devices. Integrated circuits (inverters, ring oscillators) demonstrated but low gain. CVD growth analogous to MoS2, using WCl6/Se precursors.

hBN: Hexagonal boron nitride, wide bandgap insulator (~6 eV). Atomically flat, no dangling bonds, low charged impurities. Ideal substrate/encapsulant for 2D semiconductors, enabling near-intrinsic mobilities. CVD growth at 1000-1200°C. Also used as gate dielectric (breakdown ~10 MV/cm). Anisotropic in-plane/out-of-plane properties (in-plane stronger). Enables van der Waals heterostructures without lattice matching.

Black phosphorus: Puckered orthorhombic structure, direct bandgap tunable 0.3 eV (bulk) to 2 eV (monolayer). Anisotropic mobility (armchair vs zigzag directions), up to 1000 cm^2/V·s. Exfoliation straightforward but severe ambient degradation (oxidation, moisture). Encapsulation with AlOx or hBN essential. Potential for mid-IR optoelectronics, flexible electronics. Synthesis: red phosphorus conversion under high pressure. Limited commercial availability.

Industry Economics and Supply Chain

Silicon: Polysilicon production dominated by China (70%+), Wacker/Hemlock in West. Siemens or fluidized bed reactors convert SiHCl3 to Si (9-11N). Cost ~$10-20/kg poly, ~$50 per 300mm wafer. Wafer suppliers: Shin-Etsu, SUMCO, GlobalWafers (all Asia). Western production minimal (Texas Instruments small-scale).

Germanium: Byproduct of zinc smelting (concentration ~0.01%). China produces 60%, Belgium (Umicore) 30%. Price ~$1000/kg (varies widely). Limited dedicated production; supply constrained for scaling.

III-V Materials: Gallium from bauxite (aluminum production), ~$300/kg. Indium from zinc ores, ~$200-400/kg. Arsenic from copper/lead smelting, ~$1-3/kg but toxicity limits. Supply chain concentrated: China 60-80% for Ga/In. Substrates: Sumitomo (Japan), AXT/IQE (US/UK), Freiberger (Germany). Reclaim/recycling critical for In/Ga due to scarcity.

Wide Bandgap: SiC substrates: Wolfspeed (US, ~40% market), II-VI, Rohm, SiCrystal. Capacity expanding with EV demand. GaN substrates niche; most devices on foreign substrates. AlN bulk growth R&D stage.

2D Materials: CVD equipment from Aixtron, Veeco. No established wafer suppliers; mostly research quantities from universities/startups (Graphenea, 2D Semiconductors). Transfer processes (PMMA/wet transfer) contaminate films; dry transfer (PDMS stamps) emerging.

Novel Opportunities

For Western Fab:
1. SiGe BiCMOS: Integrate RF/analog with digital logic without III-V complexity. Tower Semiconductor (now Intel), GlobalFoundries offer processes.
2. GaN-on-Si Power: 200mm processable in existing Si lines. IQE, NexGen produce epi wafers. Opportunity: vertical GaN with wafer bonding (eliminates substrate removal).
3. 2D Integration: Skip transfer—direct synthesis on gate stacks (feasible for TMDs <600°C). AI-optimized CVD recipes. Opportunity: van der Waals integration without lattice matching enables arbitrary heterostructures.
4. Diamond Heat Spreaders: Polycrystalline diamond films via CVD on backside of wafers (post-fab). Improves thermal management for high-power chips.

For Moon Manufacturing:
1. Silicon: Lunar regolith 20% SiO2 + silicates. Carbothermal reduction (SiO2 + C → Si + CO) using solar furnaces (1600°C+). Zone refining in vacuum (no inert gas needed) achieves high purity. Oxygen byproduct valuable for life support/propellant.
2. Wide Bandgap: SiC synthesize from Si + C (regolith-derived carbon minimal; import or use volatiles from poles). Diamond CVD simpler in vacuum (no H2 dilution needed), purely CH4 plasma.
3. III-V: Requires volatile As/P/N2. Phosphorus from apatite (present in lunar rocks, low abundance <0.1%). Nitrogen absent; must import. Ga/In trace in regolith but extraction energy-intensive. Verdict: avoid III-V initially.
4. 2D Materials: Graphene from imported carbon (mass-efficient: 1 kg C = large area). MoS2 possible if Mo (refractory, present in regolith at ~1 ppm) extracted. Sulfur from pyroclastic deposits (limited locations).
5. Vacuum Processing: Growth/deposition in ambient vacuum (10^-9 torr near surface). Eliminates pumps, reduces contamination. No passivation needed for diamond/some wide bandgap. Packaging: hermetic seals with cold-welded lids, internal vacuum inherent.
6. Simplification: Focus on Si + SiGe (both from regolith) for initial production. Wide bandgap for power (lunar grid has large voltage variations with solar intermittency). 2D materials later phase if sulfur/carbon imported economically.

Chiplets in Vacuum: Cold welding (diffusion bonding) of Au-Au or Cu-Cu under UHV at modest temps (200-400°C). Moon's natural vacuum ideal. Earth fab: maintain wafers in vacuum chambers, load-locked to cold weld chamber. Eliminates need for solder bumps with flux, cleanliness issues. Opportunity: 2D material interconnects (graphene vias) integrated during chiplet bonding, exploiting vertical conductivity.

AI Opportunities:
1. CVD Recipe Optimization: 2D materials/wide bandgap have vast parameter spaces (temperature, pressure, precursor ratios, time). Bayesian optimization with in-situ characterization (Raman, XRD) accelerates development. Autonomous labs (Emerald Cloud Labs model) iterate overnight.
2. Defect Engineering: ML predicts doping/defect configurations in diamond, SiC for desired electronic properties. DFT expensive; surrogate models trained on DFT enable rapid screening.
3. Heterostructure Design: For 2D stacks, AI explores twist angles, layer sequences, strain engineering for novel band structures. JARVIS-DFT database contains 40K+ 2D materials.

Abandoned Approaches Revisited:
1. GaAs Digital Logic: Abandoned in 1990s (IBM, Cray) due to fragility, cost, poor oxide, heat dissipation. Revisit: GaAs-on-Si (lattice mismatch solved via graded buffers or wafer bonding), use for ultra-low-power logic (lower voltage due to higher mobility). Vacuum packaging eliminates surface states.
2. Ge Transistors: Displaced by Si in 1960s. Revisit: Ge FinFETs for high mobility, passivate with ALD Al2O3 + sulfur treatment (S-passivation reduces Dit). Vacuum operation removes moisture (Ge hygroscopic oxides unstable).
3. InSb/InAs Transistors: Explored in 1950s-60s, abandoned due to low bandgap leakage. Revisit: Cryogenic computing (4K for quantum adjuncts) reduces leakage. InSb's extreme mobility enables THz circuits.
4. Diamond Electronics: 1980s-90s research (NRL, Vanderbilt) limited by doping, substrates. Revisit: Boron delta-doping achieves high 2D hole gases. Nano-crystalline diamond films (grain size 5-10nm) grown fast (10 μm/hr) via HF-CVD. Use for radiation-hard processors (space, moon).
5. 2D Materials pre-2010: Graphene isolated 2004 (Geim, Novoselov), digital logic abandoned ~2010 due to no bandgap. Revisit: Graphene for interconnects (lower resistance than Cu at sub-10nm), RF analog (immune to short-channel effects), sensors (every atom is surface). TMDs for digital: 2025 IRDS projects TMDs at 1nm node.

Research Frontiers:
1. Topological Materials: Bi2Se3, SnTe (also IV-VI semiconductor). Spin-momentum locked surface states. Potential for dissipationless interconnects, low-power logic. Growth by MBE. TRL 2-3.
2. Perovskites (Inorganic): CsPbI3, CsSnI3. Tunable bandgaps, high absorption. Stable at higher temps than organic-inorganic hybrids. Potential for solar, LEDs, detectors. Solution processing or vapor deposition. TRL 4-5.
3. Van der Waals Magnets: CrI3, CrGeTe3. 2D ferromagnets enable spintronic devices at atomic scale. Potential for MRAM, spin logic. Exfoliation or CVD. TRL 2-3.
4. Nitride 2D Materials: GaN, AlN as 2D (theoretical, not yet isolated). Predicted direct bandgaps, high mobility. Could combine benefits of III-V and 2D. Synthesis unknown. TRL 1-2.
5. Alloy 2D Materials: Mo(1-x)W(x)S2, continuous bandgap tuning. CVD with mixed precursors. Phase segregation challenges. Enables bandgap engineering within monolayer. TRL 3.
6. Ferroelectric Semiconductors: α-In2Se3, CuInP2S6. 2D ferroelectricity enables non-volatile memory, negative capacitance FETs. MBE growth. TRL 3-4.

Mature Robotics Impact:
1. Crystal Growth: Autonomous adjustment of thermal profiles, pull rates in CZ/Bridgman. Reduces defects, increases yield. Sapphire growth for GaN already 90% automated; extend to more complex III-Vs.
2. Exfoliation/Transfer: Robotics with vision systems automate 2D material exfoliation (peel tape with controlled force), alignment, transfer. Dry transfer with PDMS stamps achievable with micron precision, increasing throughput 100×.
3. Wafer Handling in Vacuum: Multi-chamber systems with robotic arms keep wafers in vacuum from growth → deposition → etching → bonding. Eliminates oxidation between steps, critical for 2D/reactive materials. SECS/GEM protocols extended.
4. High-Throughput Doping: Laser annealing or flash lamp annealing of doped layers (microsecond timescales) with robotic sample positioning. Enables rapid testing of doping profiles. Combinatorial libraries on single wafer.
5. In-Situ Characterization: Robots move wafers between process and characterization (ellipsometry, XPS, LEED) without breaking vacuum. Closed-loop control: measure, adjust recipe, iterate. Reduces development cycles from months to days.
6. Chiplet Assembly: Pick-and-place with <100nm accuracy for chiplet die. Vision alignment of fiducials. Cold welding under vacuum with precision force control. Enables heterogeneous integration at scale (1000s chiplets/wafer).

Purity and Doping: Elemental semiconductors achieve 11-nines via zone refining (countercurrent molten zones, impurities segregate). Doping: ion implantation (keV-MeV, <1% precision) or in-situ during CVD/MBE. Wide bandgap requires higher activation anneal (1600°C for SiC), causing some dopant out-diffusion. 2D materials: substitutional doping during CVD (e.g., Nb for n-type MoS2) or surface transfer doping (molecules donate charge without substitution).

Lunar Feedstock: Ilmenite (FeTiO3) ~10% of regolith, reduce to extract O2, leaving Fe/Ti. SiO2 in plagioclase feldspar ~15%. Carbothermal reduction: SiO2 + 2C → Si + 2CO(g). Carbon imported or from carbonaceous asteroids (if available). Zone refining rig: induction coils move along Si ingot in vacuum, no gas needed, solar or nuclear power. Doping: import dopants (B, P, As) as compounds—mass-efficient (1 kg dopant = GW of devices).

Western Fab Material Strategy:
- Si/SiGe: Domestic supply limited but possible (restart polysilicon in US with cheap solar energy in Southwest). Rely on Japan/Taiwan short-term, diversify.
- III-V: Partner with IQE (UK), AXT (US) for substrates. GaAs recycling from spent LEDs/solar cells.
- Wide Bandgap: Wolfspeed (US) for SiC, GaN-on-Si from NexGen/Qorvo (US). Secure long-term supply agreements.
- 2D: Vertical integration—CVD in-house. Acquire deposition expertise from universities (MIT, Stanford, NIST).
- Diamond: Partner with Element Six (UK) or Fraunhofer (Germany) for polycrystalline diamond films.

Vacuum Dialectric Concept: Vacuum breakdown ~10 MV/cm, 3× SiO2. Spacing limited by quantum tunneling (<2nm). Opportunity: use for high-voltage devices (SiC, GaN power transistors). Challenge: maintain vacuum in package (getter materials like Ti/Zr absorb residual gases), hermetic sealing. Cold-welded metal packages (Al or Ti, both cold-weld easily). For low-voltage logic, tunneling distance too restrictive—stick to traditional dielectrics or 2D insulators like hBN.

Recruitment: Key talent: GaN/SiC → UCSB, NC State, Purdue (US), ETH Zurich. 2D Materials → MIT, Stanford, Columbia (US), Manchester (UK), EPFL. Diamond → NRL (US), Fraunhofer IAF (Germany). III-V → UIUC, UC Berkeley (US). Offer equity, challenging technical problems, access to cutting-edge tools (NanoTR PLs, MBE). Partner with national labs (NIST, Sandia) for hard-to-replicate equipment.