GLG News by Semiconductor Testing Experts
Analysis of:
Chip Makers Delay a Merger of Their Memory Divisions (www.nytimes.com)
The sluggish memory market combined with the credit crunch changes the dynamic for bank funding of the Intel, STMicroelectronic and Francisco Partners joint venture agreement. This delay could impact select semiconductor capital equipment vendors. Competitor Spansion won’t likely benefit from a 3-month...
Analysis of:
South African Society of Metrics and Control - Aquisitions and Mergers (www.instrumentation.co.za)
I am a CEO in the automation business and previously in the Aerospace segment. I have followed Rockwell since it was based in Pittsburgh and know all the transformation that it has gone through ..I believe that since the acquisition off Allen Bradley and the divestiture of the Defense business to Boeing,...
Analysis of:
Agilent and Multiprobe bring nanoprober to Asia (www.tmworld.com)
Nanoscale probing directly at the transistor level for 65nm, 45nm and 32nm IC's has come of age. Agilent and MultiProbe's strategic partnership using Agilent's tester and MultiProbe's atomic force probe (AFP) system is posed to strengthen Agilent’s product offerings to include...
Analysis of:
Teradyne expands reach to flash test with $325M Nextest buy (www.edn.com)
Teradyne gets a capable entry into flash memory test to allow the company to compete more effectively against Verigy. Nextest executives get over being swallowed for a second time by Teradyne by negotiating a good price for the company. Keeping Nextest key employees will be the challenge....
Analysis of:
Verigy signs agreement to acquire Inovys (www.tmworld.com)
Acquisition weakens the power of Verigy's single platform strategy. Demonstrates the failure of standalone structural test in the commercial test marketplace. Financial terms are not disclosed, so price should be close to zero.
Analysis of:
Samsung Electronics sees DRAM recovery, strong phone sales (www.eetimes.com)
The DRAM market is in a middle of a major down turn, over capacity and price decline plaguing the industry for the last year. Samsung exec for investor relations claims that toward second part of next year we will see price firming. The question is it really going to happen within that time frame.
Analysis of:
Micron Diversifies But is still Haunted by Memory (www.eetimes.com)
The article point a very important issue, there is no hope for Micron to compete in the DRAM market with the Asian companies (Samsung, Hynix, Elpida). As all the other US companies (sadly) got out of the memory business, Micron will have to exit this market.
Analysis of:
Samsung's CapEx hike worries market (www.eetimes.com)
Samsung has been loosing market share during the last few quarters, by increasing capacity they would like to fight back especially Hynix and Elpida and regain market share....however the article mentions that it could be a devastating process since the DRAM market is already in a big decline in ASP,...
Analysis of:
Silicon-on-insulator consortium formed to accelerate adoption (www.edn.com)
The article trying to show on a positive note that they are forming a consortium to encourage other semiconductor manufacturing to increase the adopting rate of SOI technology. However the fact is that the usage is not growing and SOI is still a niche application and will stay like that for a while....
Analysis of:
Chipset vendors jostle for position in WiMAX handsets (www.wimaxtrends.com)
1. There is a lot of noise about WiMax being 4G technology for mobile devices including cellular phones. While this is probably true Wimax standard is not finalized yet and this fact makes the technology developers a risky companies to invest in. 2. NextWave is spending huge amount of money...
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