GLG News by Semiconductor Capital Equipment Experts
Analysis of:
Sprint reaffirms WiMax commitment (www.latimes.com)
Sprint commitment to WiMAX is its only hope to recover from its corroding situation. Adopting WiMAX is a "take it or die " alternative , after the huge investment it has done in this area. Sprint is not in a position to decline WiMAX and awaits LTE.
Analysis of:
HSDPA to take off in 2008 (www.ovum.com)
HSDPA is aimed to provide fixed capabilities to mobile platform. This fast data rate will find its way into a growing number of mobile telecommunications installations and will reflect a seamless way of connectivity between fixed and mobile gear. By 2009 , more and more European users will seek for...
Analysis of:
Worldwide Solar Market Grows By 62% in 2007 - Solarbuzz Report (www.semiconductor.net)
Increases in inflation reaching the level of 4%, along with a 10% rise in oil prices, have not helped an already weak semiconductor industry; however, the solar industry is less sensitive and may even gain as a result with increased emphasis on reducing dependence on oil supplies and the conversion...
Analysis of:
Drowning in a digital sea of content (www.msnbc.msn.com)
*Western Digital introduced a 500 GB DVR expander product to add storage capacity to a digital video recorder with an external storage device * Western digital plans to offer a 1 TB version of this product this year * WD joins Seagate/Maxtor and others with external storage products to expand...
Analysis of:
DRAM Price Drops Hide Global Demand for Chips (www.toptechnews.com)
DRAM is triply-hindered by NAND market dynamics, DRAM fab expansions, and lackluster demand in Vista.
Analysis of:
Strong Sensor, Actuator Market Driven By MEMS Technologies (www.semiconductor.net)
Sound reasoning can explain the success of the MEMS industry over memory and other lower growth segments of semiconductors. Part of the successful performance financially of MEMS technology has been the fact that it is less capital intensive than logic or memory device processing, since it does...
Analysis of:
Test, Packaging Growth Hit 7.4% in 2007 (www.semiconductor.net)
The semiconductor assembly and electrical test services segment has been a bright light in the dark tunnel of the industry lately, where significant declines have been observed for memory chips and overall capital equipment expenditures. Semiconductor packaging is a key growth segment...
March 14, 2008
Intel and NAND FLASH: Santyana was correct; Those who forget history are doomed to repeat it
Analysis of:
Analysis - Intel NAND woes and cardinal sins (www.electronicsweekly.com)
Intel and NAND FLASH: Santyana was correct; Those who forget history are doomed to repeat it
Intel is a terrific company. Since 1985, it has focused mostly on MPU's, as the expense of everything else, and consequently, it has dominated the market. Prior to 1985, it was also a memory company - competing against the Japanese. Intel used GCA steppers - an utterly inferior product - while...
Analysis of:
Nokia Strengthens Position In China Cell Phone Market (www.forbes.com)
Nokia deal in China is not a surprise. It is an ongoing business relationships since 1998 between Nokia and Postel. The lower value of this year deal may signal the space Postel is saving for the coming iPhone launch towards the second half of the year
Analysis of:
Apple Faces Challenges In Driving iPhone Adoption By Business (www.informationweek.com)
Apple iPhone which shook the cellular world standards of the consumers will do it in business as well. Apple unique way to do the same but differently and achieve more public relations than all its rivals together will show its benefits in the business arena as well. Many employees will push their IT...
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