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GLG News by Semiconductor Testing Experts

James "Jim" Cantore, President
James "Jim" Cantore, President
JLC Associates
Analysis of: Intel to sample phase change memory in 1H 2007 (www.eetimes.com)
Intel, Samsung and other placing their bets on Phase Change Memory.Customers may now try PCM in NOR Flash applications.PCM is a potential replacement for NOR Flash memory.
Israel Beinglass, Ph.D., Managing Director
ISB Ventures
Analysis of: NAND prices plunge to the pits (www.eetasia.com)
The dropping of the NAND flash is a bad news to the semiconductor manufactures but is good news to the system manufactures, since they can stuff more memory for less.
Mel Burks, Founder / Senior Partner
Mel Burks, Founder / Senior Partner
Tech Quest Research, LLC
Analysis of: Applied to close Implant tool Biz (www.reed-electronics.com)
Varian and Axcelis have long controlled the beamline-based implant market so this is no surprise. Applied's market share was relatively small by comparison and primarily within in the EU. GCIB (Gas Cluster Ion Beams) and plasma immersion technologies are still largely in R/D. This could...
Neil Kelly, Semiconductor Test Consultant
Neil Kelly, Semiconductor Test Consultant
Neil Kelly
Analysis of: Mosaid to halve workforce, exit memory test market. (www.edn.com)
The purchase by Teradyne of memory test technology from Mosaid will help their move back into the memory test business.  Teradyne had been a secondary (to Advantest) DRAM test supplier through the 1980s and 1990s, but exited the business as part of their focus on SOC test and subsequent product...
Israel Beinglass, Ph.D., Managing Director
ISB Ventures
Analysis of: Applied to close Implant tool Biz (www.reed-electronics.com)
In 1982, Applied bought a UK Implant company (Linttot) that became the Ion Implant division. The division was struggling for many years with only few golden years (1998-2002). Recently, the division was losing market share and became a burden on Applied P&L leads to management decision to close...
Neil Kelly, Semiconductor Test Consultant
Neil Kelly, Semiconductor Test Consultant
Neil Kelly
Analysis of: Flash memory makers heading for tough times (news.com.com)
Excess capacity, lower margins and price compression among the NAND flash producers will severely constrict investment in capital equipment.  A tough year for the device manufacturer will translate into a catastrophe for the flash test vendors.
James "Jim" Cantore, President
James "Jim" Cantore, President
JLC Associates
Analysis of: Flash memory makers heading for tough times (news.com.com)
This is the time of year for worrisome sentiment.Seasonality is often forgotten.Potential for overcapacity does exist but the industry has ways to adapt.
Analysis of: Online Activities: Online Dating (www.pewinternet.org)
Private meeting communications go through a central server.Central Server keeps the communication for a certain period of time. Incase criminal activity happens, the communication could be revealed to authority and become possible evidence.
Israel Beinglass, Ph.D., Managing Director
ISB Ventures
January 19, 2007
CapEx Down for 2007
Analysis of: Capex forecast up in '06 but cut in '07 (www.eetimes.com)
The article put it rightly so that the CapEx will drop in 2007 - the semiconductor industry had gone through a huge expansion during the last two years, especially in the memory side of the business. Slow down in the chip technology scaling and extra capacity will slow the CapEx in 2007.
Analysis of: Cholesterol Drugs Linked to Parkinson’s (www.newsinferno.com)
This study is confusing and problematic.Fact: Statins have been used for many years and this association has never been seen.The sample size was small.The study did not take into account the dietary intake (intake of fats) of the two groups in the study.

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