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Study Group: Semiconductor Experts (North America)(?)

Council Members in this Study Group: 390

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.

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Leading Experts in this Study Group

Michael Horsch Fizz, Senior Advisor, FCI Inc.Michael Horsch Fizz
Senior Advisor
FCI Inc.

Michael Horsch Fizz is the Senior Advisor at FCI, a company providing system integration and strategy consulting services. He specializes in monitoring and predicting industry trends coupled with quantitative and qualitative reviews of technology vendors. Vendors include but are not limited to Avaya,...

Steve Ospalak
Director - Subscriber Equipment & Channel Support
TELUS Corporation

Steve Ospalak is the Director of Subscriber Equipment and Channel Support in the Products and Services Division of Telus Mobility, a wireless CDMA (3G- 1X) and iDEN network service provider. He is experienced in subscriber equipment devices (voice and data), product acquisition and development, specifications,...

Paul Massie
Sr. Director of IT and Facilities
Genesis Microchip Inc.

Paul Massie is the Senior Director of Information Technology at Genesis Microchip, a fabless semiconductor firm with 1,200 employees. He is responsible for all IT functions at a growing US$ 300MM company based in multiple countries. Previously, Mr. Massie was the Director of IT Infrastructure at Openwave...

Hong Jiang, President and Chief Executive Officer, Montina, Inc.Hong Jiang
President and Chief Executive Officer
Montina, Inc.

Hong Jiang, Ph.D., is the President and CEO at Montina, a technology consulting firm. Dr. Jiang is an expert in the Chinese mobile industry. She has been closely following the Chinese operators’ reorganization efforts, 3G wireless developments including the domestic standard TD-SCDMA and wireless value-add...

Zhisheng Chen
Distinguished MTS
Sprint Nextel Corporation

Zhisheng Chen, Ph.D., is a member of technical staff at Sprint, a wireless carrier. He is responsible for support of the Sprint network evolution plan, and formulating network architecture and tech ecosystems framework to support Sprint tech development. He was responsible for development of the ecosystems...

Dieter Mackowiak
Principal
Independent Consultant (Dieter Mackowiak)

Dieter Mackowiak is a Senior Executive Advisor to global Semiconductor and Electronics companies working more than 30 years in this industry. Previously, Mr. Mackowiak was the Senior Vice President at Samsung Semiconductor USA and an Executive Advisor to the President of Samsung USA. He specializes...

James "Jim" Cantore, President, JLC AssociatesJames "Jim" Cantore
President
JLC Associates

Jim Cantore is President and Chief Analyst at JLC Associates. He provides technology and strategic marketing consulting, special projects and market intelligence services to information technology, high technology and semiconductor sectors. He has over 25 years of experience in the semiconductor industry....

Sam Wang
President
Semiconductor Manufacturing International Corporation Americas (SMIC)

Sam Wang, Ph.D., is the President at Semiconductor Manufacturing International Corporation Americas, a wafer foundry. He is also the venture partner of Asenqua venture, a venture fund based in the Silicon Valley. He serves as the Board Advisor of Sunsil Inc., a semiconductor firm representing wafer...

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GLG NewsSMAnalyses 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.
Eagle finds a white knight. | 09-04-2008
Analysis of: Teradyne Coughs Up $250M For Eagle Test | www.forbes.com
Author: Neil Kelly, Semiconductor Test Consultant, Neil Kelly

Industry consolidation in this case will not lead to a reduction in available products in the short term, so is of little immediate benefit to the industry as a whole.  Verigy will be the strongest out of the remaining SOC test companies as they alone benefit from the economics of single platform,...

How Many is Enough SSD Companies ? | 09-01-2008
Analysis of: Shakeout looms in SSDs | www.eetimes.com
Author: Thomas Coughlin, President, Coughlin Associates

§ By some estimates there are over 50 companies currently offering products that they call solid state drives (SDDs)  §  Many of these products have been designed hastily and some of them show no improvement in benchmarking tests vs. hard disk drive metrics  §  There...

Hard Disk Makers Work on Higher Performance Drives | 08-29-2008
Analysis of: Western Digital working on 20,000 RPM Raptor | www.bit-tech.net
Author: Thomas Coughlin, President, Coughlin Associates

* There are rumors that Western Digital is working on a 20,000 RPM Raptor drive  * Other HDD companies such as Seagate, Fujitsu and others are also working on improving rotational as well as track change drive latencies  * SSDs are starting to compete against HDDs for performance oriented...

No Recession For Computer Hardware | 08-26-2008
Analysis of: Computer Hardware: Recession-Proof? | www.businessweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.

Both the server and PC markets seem to have held up very well during the past months, and barring a catastrophic collapse of the economy, likely will continue to do well.  Credit must go to the innovations in both technology and business processes achieved primarily by HP, Dell and Intel.

Open Source vs. VMWare and Microsoft | 08-21-2008
Analysis of: Xen Community proposing the latest feature set for 3.3 | weblog.infoworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.

The next evolution of Xen software puts further pressure on VMWare’s market share and margins.  This is a clear indication that VMWare’s business model will require a major overhaul sometime in the next year or two.  Microsoft will be less impacted since they have less today. 

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Generated at 2008-09-05T05:45:18.073