GLG News by Semiconductor Experts (North America)

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Cloud confusion – Too many choices and too little vision

June 22, 2010

1. Reviewed three different cloud platforms2. Google is wide open, Microsoft is doing the same, but in the cloud, Salesforce.com is driving for new territory and has the most experience.

Thomas CoughlinPresidentCoughlin Associates

Unit Volume Growth and Technology to Drive HDD Capital Equipment Spending

June 21, 2010

225% growth in HDD capital equipment spending between 2010 and 2015 is driven by unit demand increases, new technology introductions and updating facilities and processes. Annual unit shipments of over 1 B units per year likely by 2013. Introduction of heat assisted magnetic recording or patterned media will require new processes and capital equipment. Quite a bit of capital equipment for making HDD components is very old and a refresh of process equipment is expected over the next few years

Thomas CoughlinPresidentCoughlin Associates

Unit Volume Growth and Technology to Drive HDD Capital Equipment

June 20, 2010

225% growth in HDD capital equipment spending between 2010 and 2015 is driven by unit demand increases, new technology introductions and updating facilities and processes. Annual unit shipments of over 1 B units per year likely by 2013, effectively doubling shipments from 2009 level. Introduction of new technologies will require new processes and capital equipment. Also driving spending is a refresh of older process equipment over the next few years

Thomas CoughlinPresidentCoughlin Associates

Larger HDD Storage Capacities Coming

June 20, 2010

Analysis of:WW Record by Samsung: 320 GB on One Side of 3.5 Inch Platter | www.storagenewsletter.com

Samsung introduced a single surface 3.5-inch HDD with storage capacity of 320 GB. This implies about a 510 Gbpsi areal density, slightly less that about 530 Gbpsi being shipped on 2.5-inch HDDs. This would translate into a 2.5 TB 3.5-inch drive with four disks, eight surfaces. 3.5-inch HDDs with 3 to 4 TB storage capacity are expected later this year.

Thomas CoughlinPresidentCoughlin Associates

Seagate Introduces Improved Hybrid Drive

June 20, 2010

Analysis of:Seagate Momentus XT hybrid SSD boots into a new dimension | media.seagate.com

Seagate has introduced the Momentus XT Solid State Hybrid Drive offering a flash storage buffer to accelerate access to data from the HDD. Seagate and other HDD companies tried to introduce such hybrid HDDs back in 2007 but they failed to catch on due to issues with Microsoft Windows support. The Momentus XT does not depend upon Windows to support it, adaptive memory software detects frequently accessed data and moves it onto the faster flash memory, removing less frequently accessed content.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Automotive Industry Consolidation and M&A Will Occur, But what are the Targets?

June 15, 2010

Analysis of:Faurecia, Valeo Plan Takeovers as Car-Parts M&A Looms | www.bloomberg.com

The article in Bloomberg suggests that automotive Tier suppliers will be goig through some consolidation, merger and acquisition, but what sort of companies would be of interest and what are the strategies? What are some of the predictors that will drive the analysis, from an industry standpoint.

Jim HandyDirectorObjective Analysis

SSDs Still Hot in Enterprise Computing

June 7, 2010

Analysis of:Enterprise SSDs to soar through 2015 | www.computerworld.com

Although SSDs have failed to materialize in the PC, there is strong growth in the enterprise.  This means strengthening sales for STEC and Hitachi, Fusion-io, Plaint, and others, along with their customers IBM, EMC, NetApp, Dell, and HP, but could cause trouble for Seagate and Western Digital.

Peter Shih-Hsin YingPresident Knight Investment Consulting

Nokia Once More Reshuffles Top Execs: No-key-Ah

May 25, 2010

Analysis of:Nokia once more reshuffles top execs | www.telecomasia.net

From 1995 to 2005, Nokia and TI were the dynamic duo, achieving such feats as cutting the cycle time for new production models from 2 years to a mere 3 months. However, things began going downhill. New executives have too much to fix without enough infrastructure. Nokia has lost “key” of marketability for killer attributes: No-Key-Ah.

Thomas CoughlinPresidentCoughlin Associates

Many fast ways to connect computers

April 23, 2010

Light peak is a high speed optical cable that will initially be able to delivery 10 Gbps data rates but may scale to 100 Gbps within 10 years. Light peak is expected to be used to connect peripheral devices, workstations, displays, disk drives, docking stations and other devices. There are rumors that Light Peak will be available to PC manufacturers later this year and ship in 2011. It should be possible to run USB 3.0 on Light Peak as well as other protocols.

Thomas CoughlinPresidentCoughlin Associates

Strong first quarter for HDD companies

April 22, 2010

Seagate and WD gave their CQ1 2010 quarterly reports and HGST provided some guidance on their quarter. Seagate reported revenue of $3.05 B on 50.3 M units and Western Digital reported revenue of $2.6 B on 51.5 M units. HGST reported revenue of $1.46 B on somewhat more than 26 M units. For the first time WD units shipped exceeded Seagate. The rest of 2010 appears upbeat for HDD companies as demand will likely exceed manufacturing capacity resulting in good ASPs and record revenues for the HDD companies.

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