Mr. James "Jim" Cantore
President & Chief Analyst, JLC Associates LLC
Member of the Technology Council
Council Member Biography
James Cantore is the President and Chief Analyst at JLC Associates, a high technology consulting firm since September 2003. Mr. Cantore consults in technology, business development, strategic marketing and market intelligence to financial, high technology and semiconductor companies. He has over 25 years experience in semiconductor and solar industries. Mr. Cantore specializes in Intel, AMD multi-core server microprocessors; graphics processors, nVidia; network processors, Netlogic; DSP; power analog chips; Freescale; NXP; semiconductor cycle analysis; DRAM; NAND, NOR flash; SanDisk, Toshiba; solid state drives, STEC, phase change memory; STT MRAM; Micron; Samsung; Hynix; Rambus litigation; polycrystalline silicon and thin film PV; silicon TV tuners, H.264, HDTV, HDMI; intellectual property; foundry; 450 mm wafer fabs; process roadmaps; front end, back end capital equipment; AMAT, ASML, LRCX; wafer scale TSV packaging; TSRA, back end assembly, test; HDD; netbooks, tablet PCs; smartpho (This is me - Update Profile)
Employment History
- 2003 - Unspecified
- President & Chief Analyst, JLC Associates LLC
- 2001 - 2003
- Principal Analyst, ISUPPLI CORP.
- 2000 - 2001
- Program Manager, INTERNATIONAL DATA CORPORATION
- 1999 - 1999
- Product Marketing Manager, Micron Technology
- 1992 - 1999
- Market & Business Development Manager , MOSEL VITELIC CORPORATION
- 1990 - 1991
- Business Center Manager, National Semiconductor
- 1988 - 1990
- Business Development Manager, OKI SEMICONDUCTOR CO.,LTD.
GLG NewsSM Analyses by James "Jim" Cantore
GLG News is now G+ Insights
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G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.
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If We Build It, A 450 mm Wafer Fab, Will Customers Come?
May 7, 2008
Will industry build 450-mm fabs? | www.eetimes.com
1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.
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How Can AMD Save Itself and Stay Independent? Is Nvidia AMD's Savior?
March 4, 2008
Nvidia-AMD: Deal or no deal? | www.eetimes.com
1. AMD got itself in a precarious position by failing to execute. 2. Nvidia acquiring AMD is not the solution. Nvidia does not need an AMD headache. Neither aspirin nor anything stronger will help Nvidia. 3. AMD needs financial and engineering resources.
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What's Up With Yet Another Numonyx Delay?
March 3, 2008
Could it be another Numonyx delay? | www.eetimes.com
1. The NOR market is a money loser, no matter who the players are. 2. If Numonyx, (Intel + STMicroelectronics), was such a great money making proposition it would have been funded months ago. 3. The financial world is well aware that the last big NOR Flash venture between AMD and Fujitsu, Spansion, resulted in a public company that to date has never ever made a profit.
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AMD Looks Uphill: Bluster Dims Lost Luster
February 4, 2008
AMD: Is The Worst Over? | seekingalpha.com
Does AMD keep close enough tabs on the details? Risk underestimation cripples bold initiatives. Crisp execution and coordination of all the risks is something AMD needs to do better. AMD overpaid for ATI, ran short of cash and had to go overseas for capital.AMD will give up precious market share to Intel.AMD profitability remains just out of reach.At current market valuation AMD may be a takeover target.
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September 24, 2007
Steve Jobs Offers Rare Apology, Credit for iPhone | online.wsj.com
New product hype must match product reality Early adopters can become harsh critics A customer burned will cause lost sales
GLG Study Groups with James "Jim" Cantore(?)
| Study Group Name | No. Members |
|---|---|
| TMT Council Members in Member Programs | 18316 |
| Technology Council Members in Member Programs | 9587 |
| Semiconductor & Component Experts | 712 |
| Semiconductor Experts in GLG Member Programs (US) | 641 |
| Semiconductor Experts | 585 |
GLG Live Meetings with James "Jim" Cantore(?)
James "Jim" Cantore has not participated in any GLG Live Meetings.
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