Study Group: NAND Flash Memory Experts (North America)

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

Cypress Continue To Improve PSOC Family Performance

November 16, 2009

Analysis by:Jerald Kolansky, Former Worldwide VP of Sales,

Analysis of:Cypress Introduces New PSOC 1 Device With Enhanced Analog Performance | finance.yahoo.com

1. Cypress Semiconductor has introduced PSOC 1 devices with enhanced analog performance. This should help with the adoption of these devices in touch screen phones, appliances, automotive applications, etc.2. Over the last few years Cypress has obtained hundred of design wins with it's PSOC family of devices and has obtained design wins with at least 5 of the leading cell phone manufacturers.

Potential TSMC Entry into LED Market Could Effect Current Supplier Base

November 16, 2009

Analysis by:Jerald Kolansky, Former Worldwide VP of Sales,

Analysis of:TSMC Looks at Solid State Lighting Market | www.eetimes.com

1. Per this article and other commentary in SEA, it appears that TSMC is going to invest $46M in setting up a product line to make LED's for the lighting market.2. The $46M to be invested in setting up this line represents a substantial sum of money that could benefit equipment manufacturers such as Aixtron and Veeco.

Cree Adds Additional Manufactuing Capacity in China

November 12, 2009

Analysis by:Jerald Kolansky, Former Worldwide VP of Sales,

Analysis of:Cree Buys Huge LED Plant in China | triangle.bizjournals.com

1. Cree's purchase of a large facility in China to manufacture both chips and components is a strong sign that Cree believe that its surge in business will continue in the future.2. The Chinese LED market is a significant one with the Chinese government subsidizing the cost of LED fixtures. In addition, many of the Cree's U.S. based lighting customers are manufacturing in China.3. The article says chip manufacturing and not phosphor deposition which is critical IP in manufacturing white LED's.

"Green" LED Lighting Continues to Replace Tradional Lighting Technologies

November 12, 2009

Analysis by:Jerald Kolansky, Former Worldwide VP of Sales,

Analysis of:Starbucks Goes Bonkers for LED Lighting | seekingalpha.com

1. Starbucks is just one of a number of commercial business's which are converting their lighting to LED Lighting.2. Starbucks has selected GE for this lighting application in an attempt to become more "Green" and at the same time save on energy costs. 3. LED fixtures are generally still too expensive for most home applications, but the cost is beginning to come down as lighting class LED become more efficient, and the manufacturing costs come down the cost curve..

LED Industry Continues Progress to Repalce Incandescent Light Bulb

November 2, 2009

Analysis by:Jerald Kolansky, Former Worldwide VP of Sales,

Analysis of:Cree Demonstrates Record Breaking LED LIght Bulb | finance.yahoo.com

1. Cree and Philips are among the first LED firms to demonstrate prototypes of an LED replacement for the A19 size standard incandescent light bulb.2. There are numerous firms competing for the government prize for creating a production worthy A19 incandescent replacement.

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