GLG News by Semiconductor & Component Experts

Bertrand Cambou, CEO of Spansion, has an opinion on Numonyx' push into phase-change memories: "Phase-change memory is pure marketing fluff." Although Cambou is correct that existing Numonyx phase change memories are not ready for prime time, the situation will be quite different below 32nm, which...

1. Power consumes more than the cost of the PC. 2.  Virtualization of PC's can reduce the IT budget.

According to the media and several prominent individuals, SaaS is the future of the software business.  The “old-fashioned” licensed software model is doomed.  Yet the most profitable and biggest software companies have only a limited presence in SaaS.  Does this mean they are out of...

* USB 2.0 provides external data rates of 480 Mbps sustained.  eSATA, an external version of the SATA interface currently provides data rates of 3 Gbps sustained  * Next generation USB will have 5 Gbps and next generation eSATA will have 6 Gbps data rates * Recently several laptop and external...

* Oerlikon sold its disk drive sputtering assets to Intevac and exits the hard disk drive business  * Oerlikon, in a former incarnation as Balzers used to be one of the major players in the disk sputtering equipment market but had lost most of its business over the last 10 years  * Despite...

Some of what we report is a self fulfilling prophecy We are not one number, driving to one result Consumers will be selective in their indulgences

With the downturn in US sales volumes and a rapid switch from SUV and light truck to smaller, more fuel efficient cars the Big Three are taking some of the Tier One suppliers down with them. Those that are diversifed in terms of product, geography, and model mix are the most well positioned to ride...

Two tier 2 companies forced together by weakness creates another tier 2 company.  The combination will reduce number of test platforms in the industry and enhance the profitability of Teradyne and Verigy.

This is something that they should have launched 12 months ago.  Failing that then we should have seen it in February at GSM World. The design is dated and the technology is out of date. This new handset is not going to have Networks placing orders outside of the US.  At best this gets a C...

Motorola’s new camera phone won’t be enough to resuscitate their ailing handset business, but it does show that some innovation still lives within Motorola.  This is not the second coming of the RAZR, but is a good beginning if they can follow with other innovative products.