GLG News by Light Emitting Diode Evaluators

1. Although this is a public statement of recent job cuts, There have been numerous job cuts at Avago that have not been made public.  In particular, the long established and highly rated sales organization has been hit by numerous cuts, as Avago tries to cut fixed costs and moves to a rep model....

1. Apple demand for flash memory could make up 20%+ of the NAND Flash demand during Q3 and Q4.  This will allow NAND flash pricing to stabilize instead of dropping 35% -45% as it did in Q1.2. The combination of Iphone, increased IPD memory size, and the probability of a video IPOD using flash memory...

1. Notebook PC's represent a large potential market for NAND flash in the future.2. Notebooks will begin using small amounts of NAND flash in 2007 for fast boot up of PC's.  This will move toward some smaller capacity notebooks beginning to use Nand flash to replace magnetic hard disks.3. Firms...

1. Intel /Micron 50NM product with 16 Gbit chips being introduced confirms that 16 GBit chips will be chip of choice in this generation of NAND  Flash production.  This confirms SanDisk analysts day presentation which also discussed introduction of 16Gbit chips from SAnDisk/Toshiba in 50NM...

1. The number 3 Nand Flash supplier continues to believe in the future growth of both NAND Flash and Dram markets by committing to a $4B fab in sub 50 NM technology.2. This new sub 50 micron fab will enable Hynix to more effectively compete in the latest CMOS technology against it's key competitors.3....

1. By the year 2008 approximately 10-15 % of the 15-20 million per quarter unit volume in the laptop PC market will move from magnetic drives to solid state drives.2. As NAND flash memory continues to decrease in price, and the largest NAND flash chip sizes grow during the next 3 years from 8Gigabit...

1. The trend for NAND flash pricing has finally firmed.  Spot pricing is above rather than below $5 for a 8 gbit (1 GB) MLC Nand product.2. In addition to capacity being taken off the market, new applications for increased NAND flash useage will go into production during the second half of FY-07. ...

1. If Moore's Law is running out of steam there will need to be breakthroughs in phase change memory, nanotube technology, or some other exoteric process to replace today semiconductor technology.2. To date, the cost/ performance of the above technologies has not reached the point where they can...

1. This JV between SanDisk and Hynix clears away the over handing legal issues between these 2 firms particularly in the area of MLC flash.2. The JV will give SanDisk access to another low cost source of fab capacity and another potentially strong royalty stream. 3. Hynix will get access to a strong...

1. If phase change memory can be manufactured at competitive prices to DRAM and Flash it could become the memory of choice (universal memory replacement).2. Samsung and others who have publicly stated they are also working on phase change memory (PRAM) need to keep pace with Intel in sampling customer...