GLG News by Semiconductor Evaluators (North America)

Several factors are converging to make video conferencing more commonly used.  Improved technology, increased network bandwidth, and both the cost and effort/time invested in traveling are all factors.  Telepresence provides the “halo effect” for video conferencing, similar to the effect the...

* 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...

1. The stand by power used in gadgets suchs as power supply's in TV's, cell phones, PC's, etc., are typicallly veri inefficient and waste power.  These devices use power even if the off state. 2.These small stand by power supply's are also known in the industry as flea supply's typically use...

Concentrating photovoltaics (CPV) are not quiet ready for primetime on commercial rooftops. (a) Commercial roof tops are highly dependent on financing via power purchase agreements (PPA). (b) Concentrating photovoltaics are an unproven technology in terms of performance, reliability, price and O&M...

Oracle’s Fusion Apps have the potential to be a “game-changer” in the ERP market.  Although Fusion likely won’t be delivered when initially expected, and will instead trickle out into the marketplace in pieces during 2009 and 2010, that is soon enough.  Details on schedule and content are...

1. DOE report discusses niche applications for LED LIghting, but does not indicate when significant market growth will occur. 2. Greatest potential growth areas for LED lighting are in both interior and exterior lighting. 3. Todays niche applications are primarily in commercial buildings where...

1. Although the overall semiconductor business is only predicted to grow at a 4-6% pace for the next few year, Ethernet looks like it will continue to grow at 10% rate. 2. 10G bit ethernet will continue to grow but will not replace 1Gbit ethernet over the next few years.

* 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.  *...

As the economy contracted many thought that would actually help offshore outsourcing, as the effort to reduce costs would drive more business their way.  Judging from early returns, that doesn’t appear to be the case.  On the contrary, this may well be the beginning of a sea change in the...

1. In the high power, emerging LED industry, for lighting, one of the ways the leading LED manufactuers can protect their business from becoming a commodity is to patent their technology and then vigorously protect it against copycats that infringe on their IP. 2. The leading supplier has been and...