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GLG News by Semiconductor Capital Equipment Experts

Jerald Kolansky, Worldwide VP of Sales
Plx Technology, Inc.
Analysis of: Osram Reports 155 lumen and 136 Lumens per watt R &D LED (www.ledsmagazine.com)
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...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Micron and Seagate to Lead Solid State Drive Standardization Efforts at JEDEC (xbitlabs.com)
* JEDEC is a memory standards body that is very active and respected in the electronics industry  * JEDEC has formed a committee to develop standards for NAND flash solid state drives  * The JEDEC committee will be co-chaired by Micron and Seagate  * Seagate expects to announce their...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Seagate First with 1.5 TB Hard Disk Drives (www.theregister.co.uk)
* Seagate announced their Barracuda 1.5 TB disk drive, the first announced disk drive with more than 1TB capacity  * Seagate also announced their first 500 GB 2.5-inch drive products with 5200 and 7200 RPM  * The 3.5-inch 1.5 TB product will begin shipping in August 2008 while the 2.5-inch...
Analysis of: Equinix Data Centers Certified 'Green' (www.tmcnet.com)
Today’s organizations face an urgent need to develop energy-efficient and environmentally responsible data centers. Data centers are growing at a tremendous rate,but energy costs are becoming a proportionally higher part of their operational budget. Analysts estimate that within a few years,the cost...
Analysis of: Worldwide Solar Market Grows By 62% in 2007 - Solarbuzz Report (www.semiconductor.net)
This overview discusses actual situation in nanotechnology market, shows growth trends and presents related forcasts.
John Berg, Chief Technical Officer
American Semiconductor
Analysis of: Spansion: Numonyx' PCM is 'marketing fluff' (www.eetimes.com)
Bertrand Cambou, CEO of Spansion, has an opinion on Numonyx' push into phase-change memories: "Phase-change memory is pure marketing fluff." Although Cambou is correct that existing Numonyx phase change memories are not ready for prime time, the situation will be quite different below 32nm, which...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: eSATA Connector provides backup at speeds up to 3 Gb/s. (news.thomasnet.com)
* USB 2.0 provides external data rates of 480 Mbps sustained.  eSATA, an external version of the SATA interface currently provides data rates of 3 Gbps sustained  * Next generation USB will have 5 Gbps and next generation eSATA will have 6 Gbps data rates * Recently several laptop and external...
Thomas Coughlin, President
Thomas Coughlin, President
Coughlin Associates
Analysis of: Intevac to Acquire Oerlikon Group's Magnetic Media Equipment Business (news.moneycentral.msn.com)
* Oerlikon sold its disk drive sputtering assets to Intevac and exits the hard disk drive business  * Oerlikon, in a former incarnation as Balzers used to be one of the major players in the disk sputtering equipment market but had lost most of its business over the last 10 years  * Despite...
Neil Kelly, Semiconductor Test Consultant
Neil Kelly, Semiconductor Test Consultant
Neil Kelly
Analysis of: Credence, LTX plan merger of equals (www.eetimes.com)
Two tier 2 companies forced together by weakness creates another tier 2 company.  The combination will reduce number of test platforms in the industry and enhance the profitability of Teradyne and Verigy.
Steve Fanchiu, SF, Adviser
Steve Fanchiu, SF, Adviser
Genttix, Inc.
Analysis of: UPDATE 1- Corning sees LCD glass sales at high end of range - Jun 20, 2008 (www.reuters.com)
Can Corning Glass best utilize its capacity in Asia to equalize profit versus quantity? undefined What if the sizes of 42 inch up to 65 in of LCD TV were not sold for the said 50% increase in quantity? What if the increase in unit sold comes from smaller-sizes of LCD TV, from 29 inch to 32 inch, instead...

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