GLG News by Council Members who Know Complementary Metal Oxide Semiconductors

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

Lam Research Acquires New Opportunities with SEZ Acquisition

January 3, 2008

Analysis of:Lam Research rival may bid up price for SEZ Group | www.bizjournals.com

This acquisition is not Lam Research’s first step into wet processing but will be the most significant and application intensive. A very good match considering the industry is in the transitional phase for new materials and device structures at and below the 65nm node and requires an in-depth understanding of the special sensitivities to wet chemistry and etch interactions. As a major player in dielectric etch area, the SEZ acquisition complements the potential for a customer turnkey integrated process.  

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

Intel and STMicro’s JV Delay to Spansion’s Advantage?

December 28, 2007

Analysis of:Chip Makers Delay a Merger of Their Memory Divisions | www.nytimes.com

The sluggish memory market combined with the credit crunch changes the dynamic for bank funding of the Intel, STMicroelectronic and Francisco Partners joint venture agreement. This delay could impact select semiconductor capital equipment vendors. Competitor Spansion won’t likely benefit from a 3-month delay unless it extends past the second-half of 2008.  

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

Agilent and Multiprobe Provide Improved IC Test and Analysis Capability

December 26, 2007

Analysis of:Agilent and Multiprobe bring nanoprober to Asia | www.tmworld.com

Nanoscale probing directly at the transistor level for 65nm, 45nm and 32nm IC's has come of age. Agilent and MultiProbe's strategic partnership using Agilent's tester and MultiProbe's atomic force probe (AFP) system is posed to strengthen Agilent’s product offerings to include failure analysis probing. New challenges arise for device manufacturers when transitioning to a new technology node in the form of new materials and increased sensitivity during electrical characterization. This partnership provides the necessary tools and software to easily and rapidly debug the process. Initial sales slated for Asia and Japan could speed deployment of advanced memory types for the latest consumer products and solid-state drive (SSD) applications.

Rathi DasguptaManaging PartnerThe Strategic Sourcing Group

Appreciation in Indian Rupee will affect Outsourcing to India

November 19, 2007

Analysis of:The Other Side of Rupee Appreciation | www.merinews.com

Outsourcing is the trend of the hour. It is mostly done to take advantage of wages cost arbritage. This processes is possible because disparity in values of different country currencies. Appreciation of Indian Rupee against US Dollar by an unprecedented percentage of 12%, has threatend the exporter in India. The profit margin for exporter to retailer has been completely eaten up by this appreciation. The fastest growing industry - IT & IT enabled services are also affected by the same, their profit margin has come down from 30% to 18 to 20%. IT organizations are thinking of introducing a six day week, increase daily billable hours and also change the resource loading by putting higher percentage of low cost employees. The last measure will affect the delivery quality.

Chris HareChief Executive OfficerThe nTete Group

Google get it...

September 25, 2007

Analysis of:Google at $600 a share? Yes: here’s why | mediabiz.blogs.cnnmoney.com

Google are more than about search, that much has been clear for a while.  But Google are more than applications.

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

Quo Vadis iPhone

September 24, 2007

Analysis of: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

Rathi DasguptaManaging PartnerThe Strategic Sourcing Group

IT Services - India in 2020

August 10, 2007

Analysis of:What will the IT Scenario in India look like in 2020? | www.linkedin.com

This article is asking the most relevant question in terms of IT and ITES offshoring to India and other low cost centers. It focuses on India in 2020. It tries to explore opportunity space and challenges.

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

How Intel and STMicro Have Rocked the Flash Market

May 23, 2007

Analysis of:Intel, ST form independent flash company | www.edn.com

An Intel move had long been rumored in the last few years. In one big move the new JV is now the world's largest NOR Flash memory player. Whether or not this new JV creates a more rational NOR market is probably in the hands the major cell phone handset players. Based on past market shares, the new JV is the largest NOR Flash supplier. The infusion of financial resources from Francisco Partners will stablilize the transition of Intel and STMicro into the new JV. Layoffs are likely due to redundancies in Intel and STMicro. The new JV will put huge competitive pressure upon Spansion.

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

Intel Profits From Cost Cuts; Forecast Lags

May 1, 2007

Analysis of:Intel Profits From Cost Cuts; Forecast Lags | www.smartmoney.com

The PC Market has slowed down. Intel's weak Q2 sales revenue guidance confirms this.

Intel did a good job of cost cutting and making yield improvements, but not as good a job in booking business so far this year.

PC Bookings were pretty weak in Q1; this negatively impacted Intel.

Better bookings will occur in June if stronger than expected back-to- school PC builds materialize.

 

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

Intel, Samsung and other placing their bets on Phase Change Memory

April 2, 2007

Analysis of:Intel to sample phase change memory in 1H 2007 | www.eetimes.com

Intel, Samsung and other placing their bets on Phase Change Memory.

Customers may now try PCM in NOR Flash applications.

PCM is a potential replacement for NOR Flash memory.

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