GLG News by NAND Flash Memory Experts

1. The sharing of specs on embedded NAND by Samsung (one nand), and Toshiba (LBA Nand) is occurring late in the game for phones and other multimeidia devices. 2.  Most of todays phones and multi media devices are moving towards the use of card slot such as SD, or micro SD cards for increased memory. ...

1. Both Samsung and Sandisk have already entered the market, and have obtained design wins in the notebook market. 2. Simpletech has also entered the market with a family of SSD's for notebook applications. 3. Although the Micron products do not break any new ground, they are another competitor, and...

DRAM companies will see faltering growth. OEMs with NAND strategies will prosper while others will lag behind. NAND companies are poised to tap into PC market growth.

NOR flash is threatening the DRAM business in servers.  This will further harm the already-reeling DRAM makers.  Companies who make NOR flash will see larger growth over the long term than will companies with DRAM and no flash.

1. Seoul and Nichia are embroiled in litigation on a number of fronts.  Nichia who is the largest LED manufacturer in terms of sales, and amongst the leaders in technology, is trying to legally block competitors from using their device technology, and their useage rights for products, unless they...

1. With the traditional semiconductor business annual growth slowing to the range of 4-6%, major electronics distributors such as Arrow, Avnet, etc. are looking at new areas of focus for growth. 2. Both Arrow and Avnet have created power and lighting focused business organization which they are funding...

1. With the DRAM business being so weak, major memory manufacturers increased their NAND flash production in anticipation of the late Q3 and Q4 holiday builds in the consumer electronics sector. 2. Although I phone, IPOD, 12 megapixcel cameras, etc., have increased demand for larger amounts of flash...

The Samsung 64Gb NAND at the 30nm node is not only 2 process generations ahead of today's NAND production, but it appears to be a far larger chip than the company is likely to put into production.  It is fair to question how soon such a challenging device will find its way into volume production....

SanDisk is taking a more active approach in enforcing their IP.  This could signal the beginning of an increased royalty stream for the company.  it is such a broad offensive move that it could trigger retalitory lawsuits.  This is a gamble.

1. Samsung's announcement verifies that the 30NM process node is viable for flash memory.  This reinforces that Moores Law will still be in effect at this process node. 2. Samsung's announcement set the bar high for it's key competitors such as Toshiba, Hynix, and Intel/Micron who have not yet...