GLG News by Semiconductor Experts in GLG Member Programs (US)

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

Cypress Continue To Improve PSOC Family Performance

November 16, 2009

Analysis of:Cypress Introduces New PSOC 1 Device With Enhanced Analog Performance | finance.yahoo.com

1. Cypress Semiconductor has introduced PSOC 1 devices with enhanced analog performance. This should help with the adoption of these devices in touch screen phones, appliances, automotive applications, etc.2. Over the last few years Cypress has obtained hundred of design wins with it's PSOC family of devices and has obtained design wins with at least 5 of the leading cell phone manufacturers.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

Potential TSMC Entry into LED Market Could Effect Current Supplier Base

November 16, 2009

Analysis of:TSMC Looks at Solid State Lighting Market | www.eetimes.com

1. Per this article and other commentary in SEA, it appears that TSMC is going to invest $46M in setting up a product line to make LED's for the lighting market.2. The $46M to be invested in setting up this line represents a substantial sum of money that could benefit equipment manufacturers such as Aixtron and Veeco.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

Cree Adds Additional Manufactuing Capacity in China

November 12, 2009

Analysis of:Cree Buys Huge LED Plant in China | triangle.bizjournals.com

1. Cree's purchase of a large facility in China to manufacture both chips and components is a strong sign that Cree believe that its surge in business will continue in the future.2. The Chinese LED market is a significant one with the Chinese government subsidizing the cost of LED fixtures. In addition, many of the Cree's U.S. based lighting customers are manufacturing in China.3. The article says chip manufacturing and not phosphor deposition which is critical IP in manufacturing white LED's.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

"Green" LED Lighting Continues to Replace Tradional Lighting Technologies

November 12, 2009

Analysis of:Starbucks Goes Bonkers for LED Lighting | seekingalpha.com

1. Starbucks is just one of a number of commercial business's which are converting their lighting to LED Lighting.2. Starbucks has selected GE for this lighting application in an attempt to become more "Green" and at the same time save on energy costs. 3. LED fixtures are generally still too expensive for most home applications, but the cost is beginning to come down as lighting class LED become more efficient, and the manufacturing costs come down the cost curve..

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

LED Industry Continues Progress to Repalce Incandescent Light Bulb

November 2, 2009

Analysis of:Cree Demonstrates Record Breaking LED LIght Bulb | finance.yahoo.com

1. Cree and Philips are among the first LED firms to demonstrate prototypes of an LED replacement for the A19 size standard incandescent light bulb.2. There are numerous firms competing for the government prize for creating a production worthy A19 incandescent replacement.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

Flash Memory Not Ready to Replace Hard Drives in Most Enterprise Applications

November 2, 2009

Analysis of:Disc Storage Gone in a Flash | www.forbes.com

1. Despite the content of this article, flash memory is not ready to replace magnetic HDD's in most enterprise applications accept where the higher performance of flash can be taken advantage of.2. Flash memory today is 4-5 times more expensive than HDD magnetic memory, and in reality this past year NAND flash memory has almost doubled in price.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

Samsung and Toshiba Continue to Dominate over 75% of NAND Flash Market

November 2, 2009

Analysis of:Market View -- Q3 Sales Ranking of Brand NAND Flash IC Makers | www.dramexchange.com

1. Based on Q3 sales data Samsung and Toshiba continue to hold over 75% of the NAND Flash market. The 3 other players combined ( MIcron, Hynix,, etc) only have approximately 22-23% of the NAND flash market.2. NAND Flash pricing has stabilized to the up side this quarter after almost doubling in price from the first quarter of this year.

Steve FanchiuAdviserGenttix, Inc.

Thrills and Obstacles to 3-D Television

October 23, 2009

Analysis of:3-D television expected to come to homes in 2010 | www.cnn.com

The technological innovation for 3-D television has been out of laboratory and prototyping stage. What does it mean to the marketplace while key players in different technologies are commencing a volume push in the consumer electronics market?

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

Cree PLCC White LED's Appear to catch up and Surpass PLCC devices from NIchia

October 22, 2009

Analysis of:Cree Sets a new STandard of INdoor LED Lighting with the X Lamp R MX-6 LED, Industry's First Lighting class PLCC LED | finance.yahoo.com

1. Approximately 2 years ago Cree purchased Cotco a China based LED manufacturer which allowed Cree to expand it's product offering. With the release of the X Lamp R MX-6 device in the PLCC package, Cree now has a product that should allow it to successfully compete against Nichia and Osram who have been some of the market leader for PLCC lighting LEDs.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

Four bit per cell Nand Flash Technology Fionally Brought to Market

October 22, 2009

Analysis of:SAnDisk Ships Worlds First Flash Memory Cards with 4 gb X-4, 4 bit per cell Nand Flash Technology | finance.yahoo.com

1. Sandisk purchased M-Systems approximately 4 years ago, and has finally been able to introduce to the market the X-4 ( 4 bit per cell technology) that M-Systems had announced but never had brought into production.2. The 4 bit per cell technology not only requires a new NAND chip technology, but a new controller technology that enable the NAND flash to be functional in a system.

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