GLG News by Semiconductor Evaluators (North America)

1. LED's offer mover enrgy efficient solution than CFL for backlighting with energy savingss in the 35% to 50% area. 2. LED solutions do not have mercury in them as do the current CFL solutions, so this makes LED's a so called green technology. 3.Nichia will be main beneficiary of move to LED's...

* Hoya is a major manufacturer of glass and supplies many of the glass substrates used in mobile hard disk drives.  * In addition to substrates Hoya manufactures some hard disk media as well.  * Showa Denko has been a customer of Hoya for media substrates and is the largest...

No segment of the market is completely safe from economic woes, but key tech players are as well positioned as any to weather the storm.  This is the time to choose carefully among investments, but the tech arena today boasts solid investment choices among both large and small companies. ...

* Fujitsu is the sixth in unit shipping volume of HDD companies making 2.5-inch drives for notebook, consumer and enterprise applications.  * Fujitsu is one of the oldest companies in the HDD business and has been responsible for much technology innovation in the industry.  * Reports abound...

There periodically appears seeming breakthroughs in process that could change the fundamental way semiconductors are made or perform. This new technique could be very significant because of its impact on speed and power Ther have been other "breakthroughs" like GaAs and SOS substrates that have...

* Metadata is information that describes the contents of a piece of data or content  * Standards that make metadata created in one device readable in another device are in their infancy  * Most metadata today must be entered manually but this takes more time than most people can afford ...

* Oracle announced that it is selling an Exadata Storage Server under its own brand  * HP makes the storage hardware which uses 64 Intel processors, hard disk drives with storage capacity up to 12 terabytes and runs Oracle database software  * The base HP platform is the HP ProLiant DL180...

1. If Samsung is successful in taking over SanDisk they will become the dominant player in the NAND flash business . 2. Samsung will gain a strong retail presence in flash products which it does not enjoy today.  This includes carfds, memory sticks, USB thumb drives, etc.

1. Since being spun out of Agilent the management has been focused on an IPO that would pay off the investors. 2. Avago has sold off business's such as storeage IC's, printer ASIC's, and Infrared components to help pay back initial private equity investors.  They have done a good job of cutting...

Google’s free consumer Gmail has gained a large and loyal following.  Google would like to leverage that to dethrone Microsoft Exchange in enterprises.  While Microsoft should be careful not to underestimate the threat, Google faces formidable challenges, not least of which is security.