GLG News by Semiconductor Experts (North America)

The sales of PC's with LED based displayes have surged 63% in the most recent quarter and are expected to reach 2.1 million units in 2008, capturing a 5.4% market share. The trand is expceted to continue.

The Bombay High Court recently dismissed a petition by Vodafone International Holdings against a tax bill relating to the purchase of a mobile phone operation in India in 2007. Vodafone has been granted a stay on the decision for eight weeks, during which time it could appeal to the Indian Supreme...

* Microsoft will have lower ASP's in both their OS and Application products * The driver will be sub-$200 Netbooks * Netbooks will gain more traction, * The threat of the Linux OS is enough to pressure Microsoft margins, which has already started.

The recent terror attacks in Mumbai are bringing into question the safety and stability of the Indian environment.  American companies may be reluctant to move more of their business to India if they perceive the environment as unsafe or unstable.  Such reluctance could have a chilling effect...

Linux is now a viable alternative for a desktop operating system.  It works cleanly with most modern and not so modern hardware.  It comes pre-packaged so someone less than a genius can install it.  Why hasn’t it taken the world by storm?  Largely because there isn’t a sufficient...

The recent announcement from TEL and Novellus on developing new scheme for Copper interconnect is unprecedented for the following reasons 1.It is a rare scene to see two major Semi CapEX collaborating to develop advance future generation technology 2. TEL and Novellus technologies are complementing...

1. Cree;s  161 lumen device is just a lab creation that is not ready for production.  The color temperature of approx. 4600K makes it unuseable for general purpose lighting. 2. Approximately one year ago Cree demonstrated a 1000 lumen LED that was also a one of kind laboratory creation. 3....

1. Virtualization strategies can make management complex.  2. New applications require experience before proper placement of the virtualized application.

Our analysis at The Information Network shows the large panel market grew from 131.9 million panels in 2004 to 361.2 million in 2007 and will grow further to 564.9 million in 2010, a Compound Annual Growth Rate (CAGR) of 27.4% between 2004 and 2010.  For 2008, 436.7 million units...

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.