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GLG News by Semiconductor Testing Experts

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George DorkhomNovember 24, 2008
Bailout the automakers ..no way
Analysis of: ‘Peak-oil’ doomsayers catch Wall St.’s attention | www.iht.com
Author: George Dorkhom, President and Managing Partner, AD&A Worldwide
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...
George DorkhomOctober 8, 2008
Not so fast either...outsourcing continues
Analysis of: Is Outsourcing to China Over? | www.inc.com
Author: George Dorkhom, President and Managing Partner, AD&A Worldwide
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...
September 12, 2008
NEC the new addition to the IBM alliance
Analysis of: NEC to join IBM's 32nm development alliances | www.edn.com
Author: Israel Beinglass, Managing Director, ISB Ventures
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...
Neil KellySeptember 4, 2008
Eagle finds a white knight.
Analysis of: Teradyne Coughs Up $250M For Eagle Test | www.forbes.com
Author: Neil Kelly, Semiconductor Test Consultant, Neil Kelly
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,...
George DorkhomJuly 14, 2008
Sanctions simply do not work
Analysis of: Despite conflict, U.S. does business with Iran | www.msnbc.msn.com
Author: George Dorkhom, President and Managing Partner, AD&A Worldwide
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,...
July 1, 2008
When will Phase Change Memory make an Impact in the IC business?
Analysis of: Spansion: Numonyx' PCM is 'marketing fluff' | www.eetimes.com
Author: John Berg, Chief Technical Officer, American Semiconductor
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...
Neil KellyJune 25, 2008
1 + 1 = 1.5; the whole is less than the sum of its parts.
Analysis of: Credence, LTX plan merger of equals | www.eetimes.com
Author: Neil Kelly, Semiconductor Test Consultant, Neil Kelly
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.
June 20, 2008
LTE is going to win WiMax
Analysis of: Nortel, Alvarion in wireless pact | biz.yahoo.com
Author: Alon Konchitsky, Chief Technology Officer, Noise Free, Inc.
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...
June 20, 2008
Apple’s iPhone 3G - end of the marriage Apple – ATT
Analysis of: Apple may soon be free from AT&T | news.cnet.com
Author: Alon Konchitsky, Chief Technology Officer, Noise Free, Inc.
The new iPhone is a 3G UMTS HSDPA capable device does not have a lock-unlock mechanism. The UMTS standard, is a universal standard. By definition UMTS stands for Universal Mobile Terrestrial System. Therefore, the lock-unlock mechanism is not required anymore. The GSM-GPRS-EDGE iPhone, which was Appl’s...
Neil KellyJune 20, 2008
Advantest picks up a Credence cast-off.
Analysis of: Credence sells auto ATE unit to Advantest | www.eetimes.com
Author: Neil Kelly, Semiconductor Test Consultant, Neil Kelly
Advantest has acquired the remnants of SZ from Credence, giving them power and analog testers and some incremental customers.  The technology won't be integrated into Advantest's SOC platforms - if that's why Advantest bought it, they're fooling themselves.  Credence continues the divestment...

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