Study Group: Polysilicon Trend Experts (North America)
Council Members in this Study Group: 45
This study group may include experts knowledgeable on topics such as IT Services, consumer electronics, wireless devices, software, hardware, information technology, semiconductors, media, cable, satellite, internet, broadband, global positioning systems, advertising, online media, telecommunications, networking, wireless, and data storage, among others.
Contact Gerson Lehrman Group to survey or consult with members of this Study Group
Leading institutions connect with members of this Study Group through GLG
Leading Experts in this Study Group
- John Berg
Chief Technology Officer
American Semiconductor, Inc
John Berg is the Chief Technology Officer of American Semiconductor, which designs and fabricates low power, high performance IC's for military and aerospace applications. Mr. Berg has subject matter and business acumen around the entire semiconductor...
- Larry Fradkin
President
Future Enviroassets, LLCLarry Fradkin is the President of Future Enviroassets, an international energy and environmental consulting firm. His expertise and extensive experience in energy includes policy/regulatory and technology in climate change/greenhouse gases, solar, wind,...
Mel BurksFounder / Senior Partner
Tech Quest Research, LLCMel Burks is with Tech Quest Research, LLC, a market research company providing consultation and in-depth analysis and reports. He is an acknowledged engineering professional within the semiconductor, test & measurement and PV sector. He held positions...
Mark BurgerPrincipal
Kestrel Development CompanyMark Burger is a Principal at Kestrel Development Company, a firm providing consulting services on renewable energy policy and market development. Mr. Burger has over 20 years of experience in renewable energy and building energy applications. Previously,...
- James "Jim" May
Owner and Chief Executive Officer
May Global Business Group IncJim May is the Chairman and Chief Executive Officer of Midland Silicon Company, LLC. He is a metallurgical engineer with more than 30 years of experience in the polysilicon, metallurgical silicon and ferroalloys industry. He is also the Owner and Chief...
GLG NewsSM Analyses by this Study Group's Leading Experts(?)
Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
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Taiwan Panel Maker Stays Home, for Now
October 9, 2009
Analysis by: David Barnes, Principal,CMO will ramp 8.5G production in Taiwan | www.digitimes.com
CMO will obey government restrictions after suspicions that it planned AMLCD fab ventures in China. AMLCD demand is rebounding from a trough in Q1’09 and CMO was able to secure funding that should sustain it over the mid term despite ending Q2’09 with 113% net debt. Larger sums are more difficult to obtain and CMO can only afford to complete fab build-out it suspended in 2008. Asahi Glass may take some share from Corning because it is the main supplier of seventh-generation glass to CMO and it is the second-source of eighth-generation glass to Samsung Electronics.
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October 9, 2009
Analysis by: David Barnes, Principal,E-reader sales soaring but Apple captures the buzz | www.totaltele.com
How much demand exists for a monochrome, read-only product?How different is a thin notebook from what readers and students really want?A well-conceived, net-connected device with color display and annotation capability may take the market by storm.
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Trident Deal: a Three-way Win?
October 8, 2009
Analysis by: David Barnes, Principal,Consolidation Continues… and a New Leader in TV SoCs | www.displaysearchblog.com
The deal between NXP Semiconductor (private equity) and Trident Semiconductor could be win-win if Samsung Electronics also wins more high-end TV share.
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Prime View International Makes Its Move after 17 Years
October 5, 2009
Analysis by: David Barnes, Principal,Prime View secures flat panel supply from CMO | www.taipeitimes.com
Chi Mei Optoelectronics (CMO) will cooperate with Prime View Technology (PVI, TPE:8069) to make E Ink displays using fifth-generation TFT capacity. CMO gets a way to enter the market for eBook displays and PVI gets more capacity for conventional, Kindle-like displays on glass.
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Delaying the Inevitable: Taiwan Technology Transfer
October 2, 2009
Analysis by: David Barnes, Principal,Taiwan to let chip, LCD makers invest in China | www.reuters.com
* Diminishing returns to scale put Taiwan’s high-tech industry into the endgame * PCs are getting cheaper like appliances and appliances are getting complex like PCs
Members in this Study Group include these company types:
- Solar Power Technology Company (ei)
- Individual/Small Consultancy
- Consulting Firm (ei)
- Market Research Company*
- Semiconductor Foundry
- Independent Consulting Firm
- Specialty Chemicals Manufacturer (ei)
- Semiconductors - Analog/Mixed Signal
- Semiconductor Capital Equipment
Members in this Study Group often have these job titles:
- President
- Owner
- Director
- Principal
- Consultant
- Engineer
- Chief Operating Officer
- Project Manager
- Chief Executive Officer
Related Study Groups
GLG Live Meetings with this Study Group's Leading Experts (?)
July 23, 2009 | Hong Kong
GLG Seminar: (Hong Kong) Emerging Issues Due to Oversupply of PolysiliconFebruary 22, 2007 | New York
GLGi: Solar Energy OutlookFebruary 21, 2007 | New York
GLGi: Silicon IndustryGLG Webcasts & Teleconferences
Leading Experts in Polysilicon Trend Experts (North America) have not participated in any GLG webcasts.
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