Mr. Jim Handy

GLG News by Mr. Jim Handy, Director

Server Memories are Turning to NOR Flash

November 20, 2007

Analysis of:Spansion Unveils Plans for SONOS-based MirrorBit ORNAND Family | money.cnn.com

NOR flash is threatening the DRAM business in servers.  This will further harm the already-reeling DRAM makers.  Companies who make NOR flash will see larger growth over the long term than will companies with DRAM and no flash.

Samsung 64Gb NAND a Look at the Far Future

November 8, 2007

Analysis of:Samsung Introduces 64 Gbit MLC NAND Chip | www.edn.com

The Samsung 64Gb NAND at the 30nm node is not only 2 process generations ahead of today's NAND production, but it appears to be a far larger chip than the company is likely to put into production.  It is fair to question how soon such a challenging device will find its way into volume production. Samsung's 30nm node process, with its charge-trapping technology, is likely to sprout a new royalty stream for Spansion.

A Change in SanDisk's Approach to IP

November 8, 2007

Analysis of:SanDisk Sues 25 Companies to Enforce Memory System Patents | www.sandisk.com

SanDisk is taking a more active approach in enforcing their IP.  This could signal the beginning of an increased royalty stream for the company.  it is such a broad offensive move that it could trigger retalitory lawsuits.  This is a gamble.

SIA's Announcement Falls Behind the Driving Trend

August 7, 2007

Analysis of:Worldwide Chip Sales Grew by 2.1 Percent in First Half of 2007 | www.sia-online.org

Semi sales are trending up significantly. This year will see significant growth over 2006. Current statistics dwell on difficulties at start of 2007 Bodes well for semi makers.  Less well for users.

Impact of Samsung Power Outage of August 3, 2007

August 6, 2007

Analysis of:Samsung Flash Production back on track | blogs.business2.com

Any disruption to the supply of a device can impact prices and availability.  This will have a short-term negative impact on DRAM and NAND purchasers who are the major PC, MP3, and module makers, and a positive pricing impact on other memory chip makers.

Numonyx is more than just a snappy name for the new ST-Intel Flash Venture

July 23, 2007

Analysis of:NUMONYX™ is New Name for Pending STMicroelectronics and Intel Flash Memory Company | www.st.com

The odd spelling of Numonyx' name may imply the company's direction. Numonyx is in a strong position with the PRAM, a technology poised to displace existing flash technology over the coming decade. Their PRAM technology is licensed from Ovonyx, a subsidiary of Energy Conversion Devices (ECD).

Is Palm's Foleo the Precursor to NAND-Based Notebooks?

June 5, 2007

Analysis of:Introducing the Palm Foleo | www.palm.com

NAND-based notebooks are a hot topic of conversation today.  Palm's Foleo offers most of the required features of a notebook PC with NAND instead of an HDD.

What the ST/Intel Flash Deal Means to the Industry & Investors

May 24, 2007

Analysis of:Intel, ST Form Independent Flash Company | www.edn.com

Intel and ST on Tuesday 5/22 finally announced the NOR flash spin-off that had been rumored for months. Intel's NOR business and ST's NAND and NOR will be combined into a new company jointly owned by ST, Intel, and Francisco Partners. This move will impact these companies' competitors and customers in different ways taht are detailed in the commentary of this posting, along with notes on the details of the deal, and mentions of what the companies did and did not disclose about the deal. One big question remains: These two companies plan to finance a very necessary 300mm expansion through profits they hope to start generating by 1Q08. It was not clear how this was to be made to happen, nor what their plan was should they be unable to finance this expansion because of market conditions beyond their control. There are still some pretty significant open issues with this deal, but investors in the parent companies should be pleased that a step has been taken to stop the bleeding.

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