GLG News by NAND Flash Memory Experts

1. Simpletech has been "bogged down" by the commercial division of the company for several years. 2. The OEM/Industrial division (now known as STEC) has historically had healthy margins and niche products. 3. HOWEVER, STEC now faces competition from unlikely sources such as Super Talent, PQI, ATP, PNY...

1. As flash memory continues to decrease in price flash memory drives will begin to be offered in both tablet and laptop PC's. 2. Both HP and Dell have shown laptops that will be available later this year with 32GB solid state drives. 3. Thre are current approx. 15- 20 million laptops built each...

1. DRAM/NAND chipmakers do not have a formula to determine how many components they should be producing at any given time, thus the market is often in shortage/oversupply situations due to production mix issues. 2. Continued expansion in the sector (more fabs, more lines, etc) will continue to negatively...

Cisco, Nortel, Juniper, F5, etc. have been using SSD technology for several years already in many of their enterprise products. The only difference now is that prices are much, much more favorable to the customer.

NAND-based notebooks are a hot topic of conversation today.  Palm's Foleo offers most of the required features of a notebook PC with NAND instead of an HDD.

Intel and ST on Tuesday 5/22 finally announced the NOR flash spin-off that had been rumored for months. Intel's NOR business and ST's NAND and NOR will be combined into a new company jointly owned by ST, Intel, and Francisco Partners. This move will impact these companies' competitors and customers...

1. Despite previous statements to the contrary Intel has cut a deal to rid itself of it's NOR flash business which has not been making much money, and which has been losing market share to Spansion over the last 3-4 years. 2. Despite gaining market, Spansion has continued to be unable to make money...

An Intel move had long been rumored in the last few years. In one big move the new JV is now the world's largest NOR Flash memory player. Whether or not this new JV creates a more rational NOR market is probably in the hands the major cell phone handset players. Based on past market shares, the...

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....

How is this a good move for Hutchison?  What advantages does this pose for Vodafone?  And what about Essar?