GLG News by Semiconductor Evaluators (North America)

Smartphones are increasingly capable, attractive and usable.  While they still represent a minority market share in the cell phone market, their popularity is growing.  Apple gets most of the publicity, but RIM, Nokia and others are not sitting still.

1. If this is an improved phosphor it will improve Seoul's competitve position against Cree, Lumileds. Nichia, etc. 2. Seoul white LED's use blue chips from Cree and other blue LED manufacturers.  The phosphor system placed on the blue chip is what creates the white light in a spectrun of white...

1. The increased speed of USB 3.0 will result in the repacement of USB 2.0 as the standard interface specification in consumer and computer devices. 2. Firewire 400 and 800 specifcations will die a  quick death in the late 2009/2010 time frame being replaced by USB 3.0.

1. Nichia, Avago, and Osram have dominated the U.S. high brightness LED market which has an approximate market size of $250M 2. High brightness LED's should not be confused with Hi-Power LED's which are white an used in interior and exterior lighting applications.

In assessing a CPV or CST technology you need to consider both the target applications and the completeness of their design concept for that application - does the team have the expertise to make it work? 

The short answer is – yes!  Both enterprises and consumers seem unlikely to spend much on PCs this holiday season.  Nonetheless, bad times can work to the long-term advantage of vendors if they are properly positioned going in.

There is an increasing backlash in the US to offshore outsourcing, particularly the large deals typically outsourced to large Indian providers.  The new political climate may embolden displaced US workers to complain more loudly, and Washington to listen more.   Even if little concrete...

What is going on here?  Samsung is working in their shareholders' best interests, as is SanDisk.  In the end, the separation between these two interests is thwarting meaningful progress in negotiations.  Objective Analysis, in its Alerts, has outlined the impact this should have on each...

1. NIchia is very protective of it's intellectual property using legal proceeding to stall competitors from competing in key makrets such as backlighting for notebook computers, and genral purpose lighting. 2. Although some of the NIchia competitors may have violated Nichia intellectual property,...

It appears Microsoft has listened to the complaints about Vista and is addressing them with a more-compatible, leaner and easier-to-use Vista/Windows 7.  Windows 7 looks like it could also be named Vista SP3.  This is exactly what enterprises are waiting for and if Microsoft delivers it in...