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GLG News by Semiconductor Testing Experts

Neil Kelly, Semiconductor Test Consultant
Neil Kelly, Semiconductor Test Consultant
Neil Kelly
Analysis of: ATE adapts to meet SOC test needs (www.reed-electronics.com)
There is a trend toward lower-cost STE.  Despite the article's assertion that certain device functions don't lend themselves well to design for test (DFT) techniques, the largest cost item in an STE tester is the digital subsystem, and the digital part of a device is well suited to DFT. This trend...
Ron Torten, Vice President of Worldwide Sales
Ron Torten, Vice President of Worldwide Sales
Inphi Corporation
January 9, 2007
GPS IP War
Analysis of: Global Locate Sues Sirf (biz.yahoo.com)
IP war and protection is getting more aggressive as Sirf sues GL.  This is after they have settled with uNav, another GPS player only a few months ago. Sirf seems quite concerned with the momentum of their competitors as they transition to court protection, an not innovation, to stay...
Israel Beinglass, Ph.D., Managing Director
ISB Ventures
Analysis of: Stock Buybacks at 'Unprecedented Level' (www.cfo.com)
Applied Materials has gone through a massive stock repurchase during last few moths using a lot of the available cash in the program. Question is why and what will it do to the company long term.
Israel Beinglass, Ph.D., Managing Director
ISB Ventures
Analysis of: Copper slurry demand on the rise (www.edn.com)
The CMP (Chemical Mechanical Polishing) business generates an unbelievable consumable business that is as big on yearly revenue to the size of the hardware sale ~$1.1B. This is an interesting situation and very lucrative very high margin business that very few companies are participating in
Israel Beinglass, Ph.D., Managing Director
ISB Ventures
Analysis of: Moore's Law chase ends in 'tech overshoot' (www.eetasia.com)
The semiconductor industry is going through many changes, it is maturing, also the relentless race to faster and faster devices leaves the designer with ever changing process that is looking for next application
Analysis of: Heart Risk Seen in Drug for Anemia (www.nytimes.com)
ESA agents have drastically changed management of anemiaESA agents have gotten a bad reputation
Analysis of: Axalto, Gemplus merger to create "global leader in digital security" Dec 7th, 2005 (www.secureidnews.com)
Gemalto is a distant leader with more than 50% market shareSecurity is a national matter and large countries (e.g. China, India, USA, Eu, Russia, et..) would prefer to maintain national players

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