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GLG News by Flash Memory Experts

Analysis of: Profitless Prosperity Haunts IC Industry (www.semiconductor.net)
Profitless prosperity is the meager reward for the IC industry, as tool costs escalate while chip prices fall.  It is increasingly a consumer's market for electronics and equipment providers and employees of IC companies continue to pay the price.  The solar cell industry is an ever- promising...
Analysis of: Raytheon-Led Team Demonstrates Innovative Technique Growing Semiconductor Compounds on Silicon (compoundsemi.com)
The current optoelectronics market for GaN dwarfs applications in the high-power electronics category, which will remain the case unless comparable GaN-on-silicon technology is enabled.  Currently, SiC and GaN are designated for high-end defense-related electronic applications, and it will...
James "Jim" Cantore, President
James "Jim" Cantore, President
JLC Associates
Analysis of: Will industry build 450-mm fabs? (www.eetimes.com)
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.
Analysis of: "Chindia" Rushes Into Solar (sst.pennnet.com)
As other countries continue to thrive on the solar boom, the United States is falling behind in solar cell capacity and adoption of panels and plants.  China surpassed Japan and Germany in 2007 as the top world producer of solar cells, and may eventually develop a monopoly over time. ...
Analysis of: HSBC targets new bank at China rich (www.ft.com)
This overview is important for business analysts, which consider or deal already with markets in China and India. It points out actual economy trends taking place in today's markets of China and India.
Hanni Eid, Business Development Manager
Kingston Technology Company Inc
Analysis of: STEC Reportedly Wins MacBook Air Solid-State Drive Biz (blogs.barrons.com)
1. SSD is gaining traction, especially MLC based. 2. Apple has shown a lot of confidence by using STEC 3. Will STEC have the bandwidth (mfg) to support? 4. What will be the impact on their stock price?
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Iomega Announces Termination of Share Purchase Agreement with ExcelStor Entities (www.freshnews.com)
* Iomega had previously entered into an agreement with ExcelStor Great Wall Technology owned by the Chinese government  * Iomega terminated this purchase agreement with ExcelStor  * Iomega entered into an agreement to merge with EMC  * EMC will probably use Iomega as a means to move into...
Analysis of: iSuppli lowers semi sales forecast to 4% (www.edn.com)
As AMD and other semiconductor companies continue to spin their wheels, lay off engineers, consolidate product lines further, and watch their executives walk out the door, leading to a major decline in revenue, hopefully they will try to replicate the Intel model for doing business in...
Analysis of: WSJ: Comcast, Time Warner May Fund WiMax (biz.yahoo.com)
WiMAX is a vital revenue growth driver for Sprint, and the fact that no announcement was made in CTIA does not have to indicate that things are going wrong. Such deal that involves the major CATV players takes time and the appearance of an event in the calendar does not mean it has to be finalized by...
Jim Handy, Director
Jim Handy, Director
Objective Analysis
Analysis of: DRAM Price Drops Hide Global Demand for Chips (www.toptechnews.com)
The semiconductor market (excluding NAND and DRAM) tends to behave relatively well, with mild soft spots and less remarkable highs.  Add the schizophrenia endemic to memories and the whole complexion of the market changes to one of wild mood swings. Objective Analysis finds that the semiconductor...

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