James "Jim" Cantore
PresidentJLC Associates
Jim Cantore is President and Chief Analyst at JLC Associates. He provides technology and strategic marketing consulting, special projects and market intelligence services to information technology, high technology and semiconductor sectors. He has over 25 years of experience in the semiconductor industry. He specializes in NAND, NOR Flash memory, Flash memory cards, solid state drives, SSD; solar, polysilicon PV & Thin Film PV supply; phase change memory, PCM, STT RAM, T-RAM, Z-RAM, MRAM; DDR3 DRAM, Rambus, LPDDR2; GDDR5, microprocessors, graphics, chipsets, network processors; DSP; silicon TV tuners; Intellectual Property; foundries; 300mm, 450mm wafer fabs; process roadmaps; manufacturing; flip chip, wafer scale packaging; assembly, test equipment; hard disk drives; ultra mobile PCs; Microsoft Vista; blade servers; cell phones. Previously he was Principal Analyst at iSuppli Corporation, Program Manager at IDC; Business Development at Oki Semiconductor, Mosel-Vitelic, Micron. (This is me - Update Profile)
| 2003 - present | President JLC Associates |
|---|---|
| 2001 - 2003 | Principal Analyst Isuppli Corporation |
| 2000 - 2001 | Program Manager International Data Corporation |
| 1999 - 1999 | Product Marketing Manager Micron Technology |
| 1992 - 1999 | Market & Business Development Manager Mosel-Vitelic |
| 1990 - 1991 | Business Center Manager National Semiconductor |
| 1988 - 1990 | Business Development Manager Oki Semiconductor |
GLG Study Groups with James "Jim" Cantore(?)
| Study Group Name | Members |
|---|---|
| Semiconductor Experts in GLG Member Programs (California) | 191 |
| Semiconductor Experts in GLG Member Programs (US) | 502 |
| Microprocessor Experts | 124 |
| Flash Memory Experts | 100 |
GLG NewsSM Analyses by James "Jim" Cantore(?)
1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.
1. AMD got itself in a precarious position by failing to execute. 2. Nvidia acquiring AMD is not the solution. Nvidia does not need an AMD headache. Neither aspirin nor anything stronger will help Nvidia. 3. AMD needs financial and engineering resources.
1. The NOR market is a money loser, no matter who the players are. 2. If Numonyx, (Intel + STMicroelectronics), was such a great money making proposition it would have been funded months ago. 3. The financial world is well aware that the last big NOR Flash venture between AMD and Fujitsu, Spansion, resulted...
Does AMD keep close enough tabs on the details? Risk underestimation cripples bold initiatives. Crisp execution and coordination of all the risks is something AMD needs to do better. AMD overpaid for ATI, ran short of cash and had to go overseas for capital.AMD will give up precious market share to...
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