GLG News by Semiconductor & Component Experts

1.  NAND and DRAM already have higher supply than Demand can absorb 2.  Housing crisis and oil already hurts consumers 3.  Financial crisis double whammy on consumers 4.  Evidence of upcoming job losses and sales declines

1.  Financial Crisis drives consumer weakness 2.  Micron is just one fo the first - more to come 3.  Buyers are cutting back on orders expecting a consumer slowdown.

1.  Financial crisis negatively affects consumer confidence 2. Transitiong to a new std in this financial and consumer confidence crisis 3.  Positive move for AT&T based on current market conditions

Oracle’s Fusion Apps have the potential to be a “game-changer” in the ERP market.  Although Fusion likely won’t be delivered when initially expected, and will instead trickle out into the marketplace in pieces during 2009 and 2010, that is soon enough.  Details on schedule and content are...

1. DOE report discusses niche applications for LED LIghting, but does not indicate when significant market growth will occur. 2. Greatest potential growth areas for LED lighting are in both interior and exterior lighting. 3. Todays niche applications are primarily in commercial buildings where...

1. Although the overall semiconductor business is only predicted to grow at a 4-6% pace for the next few year, Ethernet looks like it will continue to grow at 10% rate. 2. 10G bit ethernet will continue to grow but will not replace 1Gbit ethernet over the next few years.

Soon, there will a paradigm shift in storage.  This shift is as much driven by economics as by technological developments.  The uses of large storage in some devices will become prevalent and change our view of memory forever.

* TDK is the last independent HDD head supplier. * In order to remain competitive to vertically integrated HDD companies TDK must push magnetic recording technology.  * At the CEATEC conference in Taiwan TDK announced technology with a magnetic recording areal density of 803 Gbpsi.  *...

Vendors will continue to support Circuit until at least the first part of December Companies will watch carefully the weekly trends over the next 45 days Vendors can easily create a "run on the bank" if one or two large suppliers change their terms significantly 

As the economy contracted many thought that would actually help offshore outsourcing, as the effort to reduce costs would drive more business their way.  Judging from early returns, that doesn’t appear to be the case.  On the contrary, this may well be the beginning of a sea change in the...