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

GaN and SiC high-power devices offer great promise.  The key concerns are the high cost of starting substrates and the device manufacturing cost (and yield in production).  Silicon power devices will be difficult to replace in traditional design spaces for these reasons.  A large-market application...

Sun has tied its future to open source, but seems clueless on how to monetize open source.  Worse yet, they don’t seem to care!  Meanwhile their core revenue stream continues to dwindle.  Future prospects don’t look good.

Desktop virtualization promises huge savings in TCO, improved security, good user experience, improved manageability, etc.  Despite these advantages, it has many issues that have so far prevented widespread adoption, and likely will always limit adoption. 

"Killer" is a proper characterization of the threat that is looming both on commercial semiconductor devices and on chips used in military applications. As the article points out, a clever Trojan horse circuit hidden among the hundreds of millions transistors on a chip may have devastating consequences...

- Gaming and entertainment is big business in Japan these days as a number of gaming and social networking related entrepreneurs ranked by Forbes, as the richest in Japan based on the value of their companies.  The list includes founders of Nintendo, Pachinko gambling machine maker Sankyo,...

Oracle’s applications have both wide and deep functionality, but that’s not enough anymore.  As younger users move into positions of influence intuitive interfaces and social networking features become increasingly important.  The applications vendor that “gets” this will be in a commanding...

1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.

Apple cannot win the enterprise market for the Mac, but Microsoft can give it to them.  When the resurgence of the Mac is combined with Microsoft’s continuing insistence on selling Vista to enterprises, the door is open to Apple gaining a solid presence in the enterprise market.

1. SSD is gaining traction, especially MLC based. 2. Apple has shown a lot of confidence by using STEC 3. Will STEC have the bandwidth (mfg) to support? 4. What will be the impact on their stock price?

A short memory lane of the gadgets that have changed our lives or taken advantage of technology advances is fun, but the real trick is picking the products that will soon change the way we function.  Many noted products are really evolutionary advances of an existing product.  Ma Bell telephones...