GLG News by Semiconductor & Component Experts

1. Since being spun out of Agilent the management has been focused on an IPO that would pay off the investors. 2. Avago has sold off business's such as storeage IC's, printer ASIC's, and Infrared components to help pay back initial private equity investors.  They have done a good job of cutting...

Solid-state disk drive (SSD) makers are trying to break into small-capacity markets such as small laptops and enterprise servers.  There are too many manufacturers and they face significant issues to complete with magnetic hard disk drives (HDDs).

As a result of soft sales, and soft volume projections, Renault must reach lower labor numbers through voluntary reductions. The pressures at Renault have been more intense than at other European OEM's as Carlos Ghosn applies pressure on vehicle development and launch timelines. The pressures,...

Besides consolidating the flash-memory industry, the merger will also help Samsung's foray into solid-state disk storage.

Google’s free consumer Gmail has gained a large and loyal following.  Google would like to leverage that to dethrone Microsoft Exchange in enterprises.  While Microsoft should be careful not to underestimate the threat, Google faces formidable challenges, not least of which is security.

Solid state disks are catching up to hard disk drives in terms of performance, capacity, and cost.  In what ways are they ahead and behind, and will they catch up?  If and when they do catch up, the storage industry will undergo major changes.

With the skyrocketing cost for developing new processes more and more semiconductor companies are joining the IBM alliance the pre competitive process is getting less and less. NEC is just the last one from a parade of the companies that already joined the alliance. Looks like we are having only...

MAXroam is providing a solution to one of today’s biggest problems in mobile phones – the cost of International roaming.  They are offering both data and voice Internationally at reasonable rates.  They are potentially the next Skype, with a similar value and impact on the carriers.

Microsoft’s latest virtualization announcements are another nail in VMWare’s coffin  The key fact is not so much that Microsoft is offering this capability, since everyone knew it was coming.  The key fact is how soon and how cheaply it is available.   “Free” is always a compelling...

Talk about "hair on fire."