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GLG News by Semiconductor Testing Experts

Analysis of: RSI Silicon Products Nears Completion of Solar Grade Silicon Manufacturing Plant (www.solarbuzz.com)
Much of the polysilicon capacity being brought online today is intended for electronic grade poly; sales into the silicon solar market will be secondary and expensive at ~$30/kg with spot prices over $100/kg. RSI Silicon is a polysilicon startup targeting solar grade poly with the potential to sell...
Analysis of: Apple flash order reduction hurts NAND outlook, iSuppli reports (www.edn.com)
As projections show the first year-to-year decline for NAND flash orders since the last recession which companies will be willing to test the calmer waters of MEMS, solar cells and LEDs to avert profit losses and potentially ride-the-tide successfully to 2009 and beyond.  Any successful transition...
Analysis of: SunPower Announces 3-Gigawatt Silicon Supply Agreement with Jupiter, Qingdao DTK Industries Co., Ltd. (www.semiconductor.net)
Achieving grid parity of $1/Watt in the solar cell industry is the holy grail for replacing common methods of energy production.  The increased demand for polycrystalline silicon has hampered the most developed and highest efficiency solar cells from meeting this objective.  Thus,...
Analysis of: ISSCC news: Intel, Numonyx disclose "breakthrough" MLC phase-change memory (www.edn.com)
The long-awaited breakthrough to achieve a functional and manufacturable phase-change memory integrated circuit appears to have been achieved by Samsung and Numonyx over the last five monthes.  Samsung has approximately a six-month lead in this emerging market over all other competitors. ...
Analysis of: Yole Ranks Top 30 MEMS Suppliers; Sees Rapid Growth in Consumer, Medical (www.semiconductor.net)
The success of the micro-electro-mechanical systems (MEMS) device market has truly fallen under the radar of the electronic materials world of late.  There has been ample attention garnered by the crash of the DRAM industry, decline of the semiconductor capital equipment sector, and growth of the...
James "Jim" Cantore, President
James "Jim" Cantore, President
JLC Associates
Analysis of: AMD: Is The Worst Over? (seekingalpha.com)
Does AMD keep close enough tabs on the details? Risk underestimation cripples bold initiatives. Crisp execution and coordination of all the risks is something AMD needs to do better. AMD overpaid for ATI, ran short of cash and had to go overseas for capital.AMD will give up precious market share to...
Analysis of: North American Equipment Book-to-Bill Indicates Lower Capexs (www.edn.com)
Semiconductor original equipment manufacturers (OEMs) have been facing the burden of a major downturn in the industry.  It is the “pass-the-buck” dependence these companies such as Applied Materials (AMAT), LAM, TEL, ASML and KLA-Tencor, etc. have faced since entering the business.  It is...
Mel Burks, Founder / Senior Partner
Mel Burks, Founder / Senior Partner
Tech Quest Research, LLC
Analysis of: Nano Flakes May Revolutionize Solar Cells (www.sciencedaily.com)
Development of silicon and III-V compound semiconductor nanostructures offers yet another path for low cost production and increased photovoltaic efficiencies. The real question is when how soon these advanced methods will become commercialized. The decisive factor for the success and production of...
Mel Burks, Founder / Senior Partner
Mel Burks, Founder / Senior Partner
Tech Quest Research, LLC
Analysis of: Lam Research rival may bid up price for SEZ Group (www.bizjournals.com)
This acquisition is not Lam Research’s first step into wet processing but will be the most significant and application intensive. A very good match considering the industry is in the transitional phase for new materials and device structures at and below the 65nm node and requires an in-depth understanding...
Analysis of: Lam Research rival may bid up price for SEZ Group (www.bizjournals.com)
The prospect of Lam purchasing SEZ, a successful wet process equipment vendor, places all of the wet process equipment manufacturers on the watch list. Lam has had its Synergy wet cleaning product line for some time now, but it did not seem to attract the attention of their main competitors because...

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