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GLG News^SM Analyses by this Study Group's Leading Experts(?)

New approach to scaling; no limit - yet.

June 25, 2009

Analysis by:Israel Beinglass, Managing Director,

Analysis of:Samsung's Kim Claims No Limit to Scaling | www.semiconductor.net

 With all the gloom and doom facing the semiconductor industry and especially the “end of Moore’s law” coming up soon as many experts predicting it is a fresh and encouraging view that Samsung’s Kim presented. Kim, executive vice president and general manager of Samsung's Semiconductor R&D Center and Samsung Fellow claims that he believes that there are various possible paths to overcome obstacles of silicon scaling to continue to grow the silicon industry far beyond the nanometer range. It is definitely a brave new statement from a very respectable industry executive that goes against the most common notion that we are reaching the limit of scaling.

What is happening with Moore's law

March 2, 2009

Analysis by:Israel Beinglass, Managing Director,

Analysis of:Where chip industry is headed today | www.mercurynews.com

As Moore one of the fathers of the semiconductor industry turn 80 and the semiconductor industry on the biggest down turn in history, it is great opportunity to put things in perspective from one of the greatest entrepreneur of our time. 

Does Samsung drive into the foundry world

December 8, 2008

Analysis by:Israel Beinglass, Managing Director,

Analysis of:Samsung foundry poaches Xilinx 40-nm business, says report | www.eetimes.com

Samsung entering into the foundry business could cause a major shift in the ranking of the three big foundries: TSMC. UMC and Chartered. Up to this point there were many rumors on some major fabless companies (TI, Qualcom) evaluating Samsung foundry capability. Samsung known to be very aggressive in their entry to new business, so it will be interesting. The implication could be enormous especially because of the relationship to the IBM alliances (including AMD and Chartered)

Does the collaboration between TEL and Novellus is a bad news for Applied Materials?

December 2, 2008

Analysis by:Israel Beinglass, Managing Director,

Analysis of:Tokyo Electron and Novellus Systems Announce Breakthrough Results and Collaboration on Copper Process Technology for 2Xnm and Beyond | www.semiconductor.net

The recent announcement from TEL and Novellus on developing new scheme for Copper interconnect is unprecedented for the following reasons 1.It is a rare scene to see two major Semi CapEX collaborating to develop advance future generation technology 2. TEL and Novellus technologies are complementing each other, so putting it together does make sense. 3.Watch out Applied Materials...this technology if successful will cut directly into Applied Materials PVD strong hold.

What VCs Should Invest In ... In this Economy

November 24, 2008

Analysis by:Kenneth Eisner, Managing Director, OE Ventures,

Analysis of:What Should Investors Do Now? | online.wsj.com

Consumers aren't in a buying mood this holiday, but there are opportunities for new companies.  I don't recommend the hi-tech plays that won't actualize for another decade, but rather look at some opportunities that should spark demand in a 1-3 year time frame.  Anyway, it is the holiday season, and nothing goes better under the Christmas tree than a fresh bowl of optimism.

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