GLG News by Semiconductor Experts (North America)

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...

WiMAX as a Niche Technology Use of Unlicensed Bands Here, There, and Everywhere Newer Frequencies Bands (4.9, 700MHz, etc.) in General Use Targeted Broadband Bandwidth Do It Yourself

1.  Oracle received its major revenue from Maintenance. 2.  Greater efficiencies will be gained inisde of Oracle to improve operating margins

China Mobile is keen on the Android phones.  In addition to HTC, China Mobile has formed a joint venture with a local startup to build Android phones. 

The HTC Android phone will be closely compared with the 3G iPhone.  Most likely the look and feel won't be as sleek as the iPhone.  However, Android phones will have the processing speed that is hard to beat.  In addition, the open handset model features may not initially be impressive. ...

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.

TiVO has unveiled a CableCARD-compatible set-top with a huge storage capacity (1 Terabyte).  This is an obvious effort to break into the cable market via retail, but the approach has some profound limitations.  TiVO is also trying other ways to break into Cable.

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...