GLG News by Semiconductor Testing Experts

Increases in inflation reaching the level of 4%, along with a 10% rise in oil prices, have not helped an already weak semiconductor industry; however, the solar industry is less sensitive and may even gain as a result with increased emphasis on reducing dependence on oil supplies and the conversion...

DRAM is triply-hindered by NAND market dynamics, DRAM fab expansions, and lackluster demand in Vista.

Sound reasoning can explain the success of the MEMS industry over memory and other lower growth segments of semiconductors.  Part of the successful performance financially of MEMS technology has been the fact that it is less capital intensive than logic or memory device processing, since it does...

The semiconductor assembly and electrical test services segment has been a bright light in the dark tunnel of the industry lately, where significant declines have been observed for memory chips and overall capital equipment expenditures.  Semiconductor packaging is a key growth segment...

Intel is a terrific company. Since 1985, it has focused mostly on MPU's, as the expense of everything else, and consequently, it has dominated the market. Prior to 1985, it was also a memory company - competing against the Japanese. Intel used GCA steppers - an utterly inferior product - while...

Amidst further negative outlooks for memory chips in 2008, companies such as TEL and AMAT who have converted resources to supporting the expanding solar cell industry are clearly in a better position than their competitors who will be "left out in the cold" as a result of the downturn for memory...

Micron announced last week that its newly named sensor business, Aptina, will run as an independent division within Micron. The divsion will have independent sales, marketing and profit-and-loss functions in order to be more "responsive to the market." Aptina employs about 700 people...

1. AMD got itself in a precarious position by failing to execute. 2. Nvidia acquiring AMD is not the solution. Nvidia does not need an AMD headache. Neither aspirin nor anything stronger will help Nvidia. 3. AMD needs financial and engineering resources.

1. The NOR market is a money loser, no matter who the players are. 2. If Numonyx, (Intel + STMicroelectronics), was such a great money making proposition it would have been funded months ago. 3. The financial world is well aware that the last big NOR Flash venture between AMD and Fujitsu, Spansion, resulted...

The overall potential for LED lighting is enormous which has fueled the rumors of traditional lighting companies such as General Electric showing interest in acquiring LED companies before it is too late.  For good measure, as shifting away from the highly competitive commodity oriented business...