GLG News by Semiconductor Evaluators

Satyam’s Enron-like revelation is probably the single worst thing that could have happened to the entire Indian outsourcing market.  Satyam itself has no viable future.  This latest bombshell has sealed their fate.  Existing clients will focus on escaping contracts as quickly as possible...

Selling Taiwan Semi now would seem to be a bad bet because this might be close to the bottom of the cycle for semi stocks, and particularly for Taiwan Semi, because the outsourcing model is winning.It is predicted that those companies outsourcing their manufacturing are better off now without large,...

In troubled times even large and healthy companies need to avoid major missteps, yet Satyam has just been guilty of one (possibly two) such missteps.  At best this will dent their growth.  At worst it could signal a company sale or dissolution.  The focus now has to be on retaining existing...

1. This forbes magazione article just begins to touch on a smalll number of commercial building applications that are using LED LIghting to replace more traditional technology such as florescents and incandescents. 2. Firms such as Color Kinetics have been producing color changing LED product for...

People are switching to wireless from land lines in droves, saving money in a bad economy. There are places where that is difficult to do, such as alarm systems in first and second homes. Freeze Alarm is a product made to warn a homeowner  especially in second homes that the furnace is not heating...

1. Cree purchase of LLF in 2007 is allowing Cree to demonstrate feasability of LED commercial lighting. 2. LLF is led by one of the 3 founders of Cree, and holds over 100 WW patents on the creation of white light. 3. LLF fixtures have been rated as some of the best in industry for white light...

With the recent announcement that Hitachi will be making Fibre Channel and SAS implementations of Intel's proprietary SSD architecture both companies should profit.  This will pose a threat to companies like Seagate, Western Digital (WD), and Fujitsu who do not have such an SSD and rely on sales...

HDD makers need not fear that SSDs will ruin their business.  It's not time to head for the hills.  The basic economics of both HDD and SSD will prevent this from happening anytime in the foreseeable future, yet SSDs will do well in their own right when they are matched with appropriate m...

*  Encrypted hard disk drives have begun to appear in the laptop market using encryption built into 2.5-inch HDDs * Working with multiple internally encrypted HDDs in an enterprise environment requires key management to deal effectively with the drive encryption keys * The Trusted Computing Group...

Recessions have a winnowing effect on companies.  Once the bad times are past those who survived without major damage are stronger, largely at the expense of the others.  Keys to survival include cash (lots of it!), a solid market position and competitive products.