GLG News by Semiconductor Experts in GLG Member Programs (outside North America)

iMAC is coming on top of accurately timely launched products as iPOD and iPhone who paved the way for innovative gadgets in the consumer sector. The coming "consumer seasons" (Xmas and the Chinese New Year) will serve as a jumping board for more Apple's products and as an excellent platform to attract...

As anticipated, Microsoft turned to the easy and short term solution to increase its market share - reducing prices although a cold financial analysis cannot let it do so. The timing for the price cut was chosen to meet the "back to school" last sales round and to build expectation for the Xmas season....

Apple can manage with one-time price adjustment of NAND flash memories. Although Apple becomes a big eater of NAND memories, its purchasing supply chain can surely accomodate this price increase. Its margin on iPhone allows it to continue its growth without significant impact.

iPhone surely has shaken the way people think on cellular phones. What Apple did to the PC industry, and then to the MP3/MP4 sector with its iPOD and iTunes, is being laid now in the mobile phone market. Who will follow iPhone? Probably all of the major players should show something, maybe for...

NAND is the natural solid state replacement for the traditional hard disk drives. It is not a sudden revolution but a process already started 15 years ago in military and harsh environmet applications. However, nowadays, we are exposed to more and more roadmaps guiding this direction, mainly in the...

Numonyx, the recently merger between Intel and STMicroelectronics in the Flash memory arena, is going to be a major player in the booking sector of NOR/NAND flash memories.

The falling prices of NAND flash memories that will continually to fall in the range of 10-12% annually due to 300mm wafer and 45nm line width process introductions, will become much more attractive to many niches of the current HDDs.

The sharply increasing demand for NAND Flash memories is triggering several moves from the second circle players. KLA-Tencor , a manufacturer of semiconductor wafer test equipment has 34nm solutions on its roadmap, and even narrower line widths to accommodate the huge demand expected in 2010-2011. Companies,...

Micron is not the first to predict that hard disk drives will be gradually replaced by flash memories. The idea started long ago with M-Systems ( Flash Disk Pioneers- recently acquired by SanDisk) and others that realized the potential those non-volatile memories carry. Micron is new to this sector,...

MicroSoft's move seen as a reactive action followed by Google moves toward gaining dominance in the on-line advertisement booming sector. Google was first in every move in this arena, and MicroSoft's tag price for Aquantive proves its  "emotional " need to "do something". Microsoft's ability...