GLG News by Light Emitting Diode Evaluators

1. This new chipset from Broadcom plus the reproted desgin wins at Nokia and Samsung represent break throughs for Broadcom in the cell phone chipset business segment. 2. The ability to win business at Samsung shows that potentially LSI (Agere) chipset business is being threatened.  Samsung...

1. Micron has previously tried to diversify in the past -- PC's and some contract manufacturing.  This did not work out for well for them and they had to abandon these business's. 2. Micron has obtained a design win at Apple in Iphone, for it's camera chip which is one of the best performing camera...

1. This article confirms that current NAND flash forecast for Q4 will be strong with regards to Q4 orders. 2. Most orders for Q4 delivery have been placed during the last 2 months. 3. Applle IPhone/IPOD will continue to use 20+% of NAND flash capacity during Q4.

1. I do not believe that this DOJ investigation has anything to do with NAND flash pricing on 8 gigabit MLC dropping from almost $8 to $5 in the last few weeks. 2. NAND flash pricing will go under $5 for a gigabyte MLC product by the  end of Q4, which is due to holiday builds being finished not...

1.  Tan Bian EE has spent his entire career in manufacturing, not having responsibility for sales.  With current CEO HOk Tan coming from a finance background, AVago's business has no experienced VP of Sales/Marketing. 2. The majority of the experienced sales and marketing people have...

1. The new IPOD's /Iphone have increased flash memory with models up to 16Gbyte.  This will increase the amount of flash memory that Apple is purchasing from Samsung, and perhaps Toshiba. 2. During Q4 07 it is my estimate that Apple will account for 23-24% of the WW NAND flash market....

1. Although demand is up since the end of calendar quarter Q1 07 there are signs that pricing is beginning to come down. 2. USB Drives using flash memory have become available at under $10 for a 2GB drive.  With the spot price of a 8 Gigabit (1GB) chip between $7 and $8, the contract price is lower...

1. MRAM Technology has been worked on for years.  Motorola (today Freescale) made a major splash  with their MRAM announcement over a year ago.  Until a break through in costs is developed, it will not replace DRAM, or Flash memory in high volume applications. 2. Despite lab break throughs...

1. Agilent earning came out last week and did not meet Wall Street expectations.  Despite Sullivan saying that Agilent is not exposed to more volatile segments such as semiconductor and consumer, the 24% drop in Japan is being blamed on these 2 segments. 2. Non health science T&M is growing...

1. After problem was announced last week there was a rush to judgement that this problem in the Samsung fabs would have a major impact on the NAND flash market.  Although Samsung will have to write off some inventory, this problem now corrected will only have a minor impact on the market. 2. Although...