GLG News by NAND Flash Memory Experts

1. LED LIghting due to it's eneergy saving and reduced maintainance costs is beginning to be implemented in commercial applications. 2. The payback period for implementing the initially more expensive LED lighting is in the range of 2-3 years. 3. Company's such as Anthony Door who is a major supplier...

1. Avago has become more profitable by selling off business's such as printer ASIC to Marvell, storeage IC to PMC Sierra, CMOS sensors to Micron, and camera modules to Micron. 2. KKR/Silverlake have been buildinbg up profitability by shedding workers in R&D, marketing, and sales leaving a profitable...

1. LED manufacturers such as Osram are pushing the envelope forward approaching light output level 3 times greater than were reported 2 years ago . 2. Light output level of greater than 100 lumens per LED ar enabling LED's to be used in applications that are replacing more traditonal lighting techn...

The equipment, semiconductor market for WiMax. Software, services and applications on WiMax

SSD's will replace HDD's in Notebooks and Blade servers within the next five years. Anybody who wants to participate in this market needs access to competitive NAND flash products and have stability of supply. 

The semiconductor and other component's margin would be lower.

Large scale solar energy plants are not new, but can be useful if fossil fuels maintain high prices. They can help put a cap on high energy costs, but since they are large-scale projects they take years to install. The impact of these on photovoltaics should be minimal.

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. 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?

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...