GLG News by Semiconductor Capital Equipment Experts (North America)

*  Encrypted hard disk drives have begun to appear in the laptop market using encryption built into 2.5-inch HDDs * Working with multiple internally encrypted HDDs in an enterprise environment requires key management to deal effectively with the drive encryption keys * The Trusted Computing Group...

* The replacement of one technology by another is drive by economic factors among which is the cost of building manufacturing facilities  * HDDs manufactured in 2008 probably will have provided over 100 Exabytes of total new storage, all the flash memory produced in 2008 probably amounts to only...

* Hitachi Global Storage Technology (HGST) is the third leading manufacturer of enterprise HDDs  * Intel announced a family of high performance, low overhead solid state drives last Summer  * Intel’s current products do not include enterprise SAS or Fibre Channel interface SSDs  * HGST...

*  Fujitsu is the number 2 supplier of enterprise HDDs, behind Seagate but ahead of HGST*  Fujitsu also supplies 2.5-inch drives for the notebook market*  Fujitsu has been rumored to be in talks to sell the HDD unit for many months since the unit has been losing money*  Several companies...

Samsung entering into the foundry business could cause a major shift in the ranking of the three big foundries: TSMC. UMC and Chartered. Up to this point there were many rumors on some major fabless companies (TI, Qualcom) evaluating Samsung foundry capability. Samsung known to be very...

The recent announcement from TEL and Novellus on developing new scheme for Copper interconnect is unprecedented for the following reasons 1.It is a rare scene to see two major Semi CapEX collaborating to develop advance future generation technology 2. TEL and Novellus technologies are complementing...

* HP hailed Intel’s entry into SSDs announced at the IDF in August  * HP announced that they have selected Samsung SSDs for their virtualization blade server system  * The Samsung SSDs in this application replace 2.5-inch hard disk drives  * HP says that use of SSDs in this application...

* 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.  *...

* Hoya is a major manufacturer of glass and supplies many of the glass substrates used in mobile hard disk drives.  * In addition to substrates Hoya manufactures some hard disk media as well.  * Showa Denko has been a customer of Hoya for media substrates and is the largest...

* Fujitsu is the sixth in unit shipping volume of HDD companies making 2.5-inch drives for notebook, consumer and enterprise applications.  * Fujitsu is one of the oldest companies in the HDD business and has been responsible for much technology innovation in the industry.  * Reports abound...