GLG News by NAND Flash Memory Experts

The semiconductor industry is undergoing a very predictable down cycle based upon excessive capital spending in 2006.  As it always does, demand will catch up to this spending in 2009, and the market should see another upswing similar to those in the past. In the mean time, all semiconductor...

Solid-State Drives (SSDs) may be ahead of their time, but they are certainly generating a lot of press!  Companies who don't want to get left in the dust need both to understand this technology, and to understand why their customers would or would not like to purchase it.

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.

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...

SanDisk has done very well with its captive chip supply to work a business model that is, for the most part, vertically integrated.  As the company has grown, they are now looking at improvements on this model that will further enhance both their cost structure and their flexibility.  The...

The semiconductor cycle is here to stay.  It is driven by factors beyond the control of any single semiconductor maker.  Industry consolidation will occur, but it will be driven by the spiralling cost of manufacturing plants.  Industry cycles will not abate by the consilidation of the...

An obscure new semiconductor memory technology called PRAM (or PCM) promises to eventually change the nature of the flash memory market.  Companies who are on top of PRAM, mainly Intel, STMicroelectronics (and their Numponyx spin-off) and Samsung are well positioned to capture this technology's...

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...

1. Even though flash memory prices are continuing to fall with an 8 gigabit part selling on the spot market for $3, the market will continue to expand as flash replaces other media such as hard drives in many applciations. 2. Hitachi recently announced that they are getting out of the small hard drive...

1. Author of article is too enthusiastic in the short term, regarding adoption of LED's in exterior and interior lighting applications. 2. Markets such as portable lighting (flashlights/lanterns), and emergency vehicle lighting have abeen the first mass adopters of LED's. 3. Author is exaggerating when...