GLG News by Semiconductor Testing Experts (North America)
Analysis of:
Samsung foundry poaches Xilinx 40-nm business, says report (www.eetimes.com)
Samsung entering into the foundry business could cause a major shift in the ranking of the three big foundries: TSMC. UMC and Chartered.
Up to this point there were many rumors on some major fabless companies (TI, Qualcom) evaluating Samsung foundry capability.
Samsung known to be very...
December 2, 2008
Does the collaboration between TEL and Novellus is a bad news for Applied Materials?
Analysis of:
Tokyo Electron and Novellus Systems Announce Breakthrough Results and Collaboration on Copper Process Technology for 2Xnm and Beyond (www.semiconductor.net)
Does the collaboration between TEL and Novellus is a bad news for Applied Materials?
The recent announcement from TEL and Novellus on developing new scheme for Copper interconnect is unprecedented for the following reasons
1.It is a rare scene to see two major Semi CapEX collaborating to develop advance future generation technology
2. TEL and Novellus technologies are complementing...
Analysis of:
‘Peak-oil’ doomsayers catch Wall St.’s attention (www.iht.com)
The problem with Detroit is arrogance and know it all..for years now the leadership at Detroit three auto makers insisted on not briniging new and fresh blood from the outside..you do not the autombile industry , you are no good. Yet there are tremendous talents out there that can can help...
Analysis of:
Is Outsourcing to China Over? (www.inc.com)
The writer of the article is seemingly unware of the trends that are taking place in outsourcing to low cost producing countries, including China and India and has not been following the apparent trends that are shifting the landscape not only for large manufacturing companies but even the mid sized...
Analysis of:
NEC to join IBM's 32nm development alliances (www.edn.com)
With the skyrocketing cost for developing new processes more and more semiconductor companies are joining the IBM alliance the pre competitive process is getting less and less.
NEC is just the last one from a parade of the companies that already joined the alliance.
Looks like we are having only...
Analysis of:
Teradyne Coughs Up $250M For Eagle Test (www.forbes.com)
Industry consolidation in this case will not lead to a reduction in available products in the short term, so is of little immediate benefit to the industry as a whole. Verigy will be the strongest out of the remaining SOC test companies as they alone benefit from the economics of single platform,...
Analysis of:
Despite conflict, U.S. does business with Iran (www.msnbc.msn.com)
Sanctioning Iran or Zimbabwe or any such nations is a bad approach to politics as well as economics. It is true as the writer says that the US efforts on sanctions are not coordinated, worse , these measures are never properly enforced and loopholes benefit a select few. More importantly, ecnomic sanctions,...
Analysis of:
Spansion: Numonyx' PCM is 'marketing fluff' (www.eetimes.com)
Bertrand Cambou, CEO of Spansion, has an opinion on Numonyx' push into phase-change memories: "Phase-change memory is pure marketing fluff." Although Cambou is correct that existing Numonyx phase change memories are not ready for prime time, the situation will be quite different below 32nm, which...
Analysis of:
Credence, LTX plan merger of equals (www.eetimes.com)
Two tier 2 companies forced together by weakness creates another tier 2 company. The combination will reduce number of test platforms in the industry and enhance the profitability of Teradyne and Verigy.
Analysis of:
Nortel, Alvarion in wireless pact (biz.yahoo.com)
LTE is going to win WiMax because LTE is a part of the 3GPP. WiMax is mainly supported by Intel that has never been successful in the wireless industry. Practically, I don’t see a mobile user, with 2 or 4 or even 4 inch screen, using more than 10Mbps on his device. Given that most of the fancy devices...
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