Study Group: Semiconductor Experts (North America)(?)
Council Members in this Study Group: 390
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Leading Experts in this Study Group
Michael Horsch FizzSenior 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,...
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,...
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 JiangPresident 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...
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...
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" CantorePresident
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....
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(?)
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,...
§ 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...
* 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...
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.
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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