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

RFID industry needs long-term improvements for individual application.1. Price - Much higher than target price.2. Hardware system - Based on ROI, cost and price still too high to application.3. System - For commercial application, total operation system still not completed and matured yet.4. Photocol...

Ken's point of view on the computerized gaming industry is important but viewed from a declining position of Sony in this arena.This $32Bn market is attractive for new game S/W developers that will use the platform to develop more games, not just for entertainment but for education and training.Sony...

1. From Socket AM2 to AM2+ and Cities Core Platform From Socket 939 to 12072. From 90 nm to 65nm3. Agena and Kuma, 4 Cores Platform, Stars

1. Advance Technologies - Foundry and IC designer2. Interactive Partnerships 

1. TSMC - NOR FLASH2. SMIC - NAND FLASH

1. Market trend2. Technologies trend3. Profitability

1. IPTV Services Booming in Europe2. Telecom Companies are Running the Market Layout Aggressively

1 Telcordia - Vertical Business Process Support Systems2. SAP - Horizontal Business Process Systems3. Integration Power after M&A - Unique Competitive Advantage4. Acquisition - Year 2005 and 2007

1. RFID policy of Wal-Mart2. Standard and Cost3. Right RFID system4. Patents

1. PS3 - PLM ISSUE2. PORTABLE POWER - BATTERY PACKAGE ISSUE