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James "Jim" Cantore

James "Jim" Cantore, President, JLC AssociatesPresident
JLC Associates
Member of the Technology Council

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)


Employment History
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 NewsSM Analyses by James "Jim" Cantore(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
If We Build It, A 450 mm Wafer Fab, Will Customers Come? | 05-07-2008
Analysis of: Will industry build 450-mm fabs? | www.eetimes.com
Author: James "Jim" Cantore, President, JLC Associates

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.

How Can AMD Save Itself and Stay Independent? Is Nvidia AMD's Savior? | 03-04-2008
Analysis of: Nvidia-AMD: Deal or no deal? | www.eetimes.com
Author: James "Jim" Cantore, President, JLC Associates

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.

What's Up With Yet Another Numonyx Delay? | 03-03-2008
Analysis of: Could it be another Numonyx delay? | www.eetimes.com
Author: James "Jim" Cantore, President, JLC Associates

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...

AMD Looks Uphill: Bluster Dims Lost Luster | 02-04-2008
Analysis of: AMD: Is The Worst Over? | seekingalpha.com
Author: James "Jim" Cantore, President, JLC Associates

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...

View All GLG News SM Analyses by James "Jim" Cantore

GLG InstituteSM Seminars with James "Jim" Cantore(?)

 
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