GLG News by Semiconductor Capital Equipment Experts

SSD's will replace HDD's in Notebooks and Blade servers within the next five years. Anybody who wants to participate in this market needs access to competitive NAND flash products and have stability of supply. 

 Seagate has stated that they will introduce a SSD device by the end of 2008 This is expected to be an enterprise level SSD to help protect the company’s position in the enterprise storage market There are several rumors that Seagate is looking at acquisitions to enable its SSD effort Intel...

* Hitachi president Kazuo Furukawa said that Hitachi wants to surpass Seagate’s HDD business profitability  * Furukawa-san said that Hitachi has the latest technology required to be competive in the HDD business  * He also said that there is synergy between Hitachi’s computer business and...

Advantest has acquired the remnants of SZ from Credence, giving them power and analog testers and some incremental customers.  The technology won't be integrated into Advantest's SOC platforms - if that's why Advantest bought it, they're fooling themselves.  Credence continues the divestment...

2007 as a whole was a banner year for UPS suppliers worldwide. The global Uninterruptible Power Supply (UPS) market is worth $7.4 billion, with APC-MGE the largest supplier with a market share of more than 30%. As we see the financial sector globally suffering from uncertainty, it will be interesting...

The ability of Apple to shake the market time after time has probably been entered to business schools syllabus. However, this time, they seem to give a complete ( almost) answer to all the needs expressed by the cellular user community aiming to the less developed countries. 3G capability was a must...

Profitless prosperity is the meager reward for the IC industry, as tool costs escalate while chip prices fall.  It is increasingly a consumer's market for electronics and equipment providers and employees of IC companies continue to pay the price.  The solar cell industry is an ever- promising...

1) The new Finisar create the world’s largest supplier of optical module and subsystem solutions for the communications industry. 2) The merger makes sense with little product overlap and potential for revenue synergies in shared system customer base. 3) What impact to the rest? the merger would...

The current optoelectronics market for GaN dwarfs applications in the high-power electronics category, which will remain the case unless comparable GaN-on-silicon technology is enabled.  Currently, SiC and GaN are designated for high-end defense-related electronic applications, and it will...

1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.