
Chief Technology Officer , AMERICAN SEMICONDUCTOR, INC.
Member of the Technology Council
John Berg is Chief Technology Officer of American Semiconductor, Inc., which designs and fabricates low power, high performance ICs for military and aerospace applications. Mr. Berg has subject matter and business acumen around the entire semiconductor supply chain, including design, products, EDA tools, IP, front-end fabrication and capital equipment, back-end test and assembly and IC end-markets. At Cypress Semiconductor, he was Managing Director of the Programmable Logic Business Unit, which competed with Altera and Xilinx and was the foundation of the PSoC product line. Cypress acquired Sunpower during Mr. Berg's tenure, which allowed him to become knowledgable about the solar market. Mr. Berg worked at Zilog, where he was responsible for design and technology for the company's 8-bit and 32-bit micro controller business and DSP products. He has experience in semiconductor M&A and has been an expert witness for semiconductor IP and business litigation. (This is me - Update Profile)
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Agilent Technologies and Varian: Good Deal
July 28, 2009
Agilent to Buy Varian for $1.5 Billion | online.wsj.com
Agilent Technologies Inc. agreed to acquire Varian Inc. for about $1.5 billion. This acquisition will expand Agilent's product portfolio in the industrial and life sciences markets and will give Agilent entry to the NMR, imaging, and vacuum technology fields. This is another major step in Agilent's evolution into a leading bioanalytical measurement company. One should expect the deal to be accretive in 2010, as Agilent estimates $75 million in cost savings from the deal.
Sun Microsystems and Oracle: Perfect Together?
July 20, 2009
Sun Holders Approve Oracle Deal | online.wsj.com
The shareholders of Sun Microsystems $7.4 billion takeover. Will the be buyer's delight or buyer's remorse for Oracle? Are the winners Oracle's shareholders or Sun Microsystems' competitors?
Applied Materials: The new 800 pound gorilla in Solar
July 9, 2009
Applied jumps to top of solar equipment rankings | www.eetimes.com
Applied Materials is the largest equipment provider of photovoltaic (PV) manufacturing equipment in 2008, its first full year in the market, according to market research firm VLSI Research Inc. Although this revenue includes its 2007 HCT acquisition's reveue, Applied has gained traction with its SunFab Solar Module Production Line. The implication is ominous for the other nine suppliers on this list, many of whom have been in the solar equipment business for some time: the 800 pound solar equipment gorilla has arrived.
Spansion: A Titanic in Disguise?
July 6, 2009
Spansion names fourth CFO in less than five months | www.siliconbeat.com
When a company replaces a CFO, it is important to look at the new individual's background to determine whether the company has placed a knowledgeable hand on the corporate financial rudder.
Ex-Spanion CEO Parachutes into SST: Will this be another Dunkirk?
June 8, 2009
SST Strengthens Management Team by Appointing Bertrand F. Cambou as President | www.marketwatch.com
Bertrand Cambou has moved into his new role as President at SST, a company mired in a difficult situation: a fabless embedded memory semiconductor company that is trying to re-invent itself as a NAND controller company. In reaching for outside management, the Board acknowledges that the existing senior management team of Bing Yeh (CEO), Dr. Yaw Wen Hu (COO), Paul Lui (SVP), and Chen Tsai (SVP) need an outsider to energize the company.
| 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 |
John Berg has not participated in any GLG Live Meetings.