GLG News by NAND Flash Memory Experts

1. NAND flash based drives (i.e. SSD) are currently and will continue to become a mainstream replacement for rotating media in various devices (notebooks, embedded computers, networking hardware,etc) 2.NAND pricing must further drop in order for 32GB-128GB and higher SSD's to become cost effective for...

1. Avago, currently owned by private equity (KKR, and Silverlake partners) continues to be hollowed out in preparation for late 07, or 08 IPO. 2. Previous outsourcing of manufacturing in fiber/LED's, etc. has resulted in quality issues at key customers. 3. Combined with outsourcing of sales to manufacturer...

1. I agree that Apple is currently receiving a large portion of NAND (32Gb and 64Gb) from certain semis, but other cell phone manufacturers are starting to load more NAND into their handsets. 2. 50%+ of new cell phones sold will have a NAND expansion slot (MicroSD typically) for music, video, games,...

The odd spelling of Numonyx' name may imply the company's direction. Numonyx is in a strong position with the PRAM, a technology poised to displace existing flash technology over the coming decade. Their PRAM technology is licensed from Ovonyx, a subsidiary of Energy Conversion Devices (ECD).

1. SanDisk has made progress in this developing market having received significant design wins at Dell and now IBM in blade servers. 2. By the end of 2007 most major notebook PC vendors will have one or more products that will use a solid state drive.  By the end of 2008 it is possible that 20%...

1. 100 Lumen LED's from Lumileds and other LED manufacturers will enable significant growth in LED industry 2. Hi Power lighting LEDs will enable 4 key markets A. Portable lighting such as flashlights B. Emergency vehicle lighting C. Backlighting for LCD notebook and desk top monitor screens D. General...

1. Apples iPhone use of NAND flash will help drive recovery in NAND market during second of 2007. 2. Between IPHONE and IPOD's Apple will use approximately 20-22% of WW NAND capacity. 3. Nand Flash pricing will remain firm at least until late in Q4 when the seasonal demand will decrease after the holiday...

1. During 2006 DRAM Memory suppliers enjoyed stable to up pricing trends.  As usual capacity was added by most suppliers, and in fact there were discussions of a possible shortage in 2007.  As usual the suppliers put too much capacity in place, over estimating demand and as a result short...

1. DDR3 platforms will not be widely adopted in 2007. 2. DDR3 demand will increase in 2008 when server/notebook platforms become available 3. There is no reason to get excited about DDR3 making a large impact on the market this year, it will not

1. Toshiba is the number 2 NAND flash manufacturer who is partnered with SanDisk.  An investment in additional capacity is non trivial, indicating that both Toshiba and SanDisk have confidence that there will be a continued expansion in the NAND flash market. 2. Samsung is the number 1 supplier...