GLG News by Semiconductor & Component Experts

Intel’s next-gen Nehalem processor ups the performance bar, making it increasingly difficult for AMD.  Server manufacturers and software vendors will also be impacted, positively or negatively, by this generation of processors, which will also provide further impetus to cloud computing.

!. The introduction of these new LED's from Cree will alllow Cree to be able to compete both in applications where a smaller form factor is needed, and in applications such as linear strip lighting where a wider viewing angle LED is required. 2. This smaller form factor package is probably less costly...

1. Using on-line apps as an experiment is possible 2. When will we see massive adoption?

Enteratinment has always been one industry thrieving during a recession.  Today, games are the dominant form of entertainment, especially for young people.  With the sales of both hardware and software (content) at record levels, the article speculates that the expenditure on the games...

1. LED LIghting due to it's eneergy saving and reduced maintainance costs is beginning to be implemented in commercial applications. 2. The payback period for implementing the initially more expensive LED lighting is in the range of 2-3 years. 3. Company's such as Anthony Door who is a major supplier...

Rumors abound that Cisco might purchase EMC, but that seems very unlikely given the cost involved and the lack of apparent synergy.  Cisco could, however, purchase VMWare.  Cisco has made virtualization a key strategic focus, and adding VMWare would instantly catapult them to the top of the...

1. Avago has become more profitable by selling off business's such as printer ASIC to Marvell, storeage IC to PMC Sierra, CMOS sensors to Micron, and camera modules to Micron. 2. KKR/Silverlake have been buildinbg up profitability by shedding workers in R&D, marketing, and sales leaving a profitable...

Verizon business appears to be expanding as a result of strength in wireless and FiOS, and not be effected by iPhone.  This confirm the fundumentals of the market and trends.

GM, and Ford, are the victims of too much focus on the American market, for far too long, at the expense of the world market. GM, and Ford, must continue to shift away from, and write down production and assets focused on truck and SUV production. How much will GM and Ford have to give up, to survi...

1. LED manufacturers such as Osram are pushing the envelope forward approaching light output level 3 times greater than were reported 2 years ago . 2. Light output level of greater than 100 lumens per LED ar enabling LED's to be used in applications that are replacing more traditonal lighting techn...