GLG News by Semiconductor Experts

Peter Shih-Hsin YingPresident Knight Investment Consulting

Company Needs to Do More Donation Not Marketing

March 24, 2011

Analysis of:Cause-Tied Marketing Requires Care | online.wsj.com

Gaining intangible benefit from cause- Tied Marketing is not new but the bottom line is public approval of its image as a moral player in society. US companies donate less than 5% of overall donation each year. All companies need to do more donation not the cause- tied marketing. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Impact of Japan Nuclear Disaster Will Not Be Short Time Only

March 22, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

Japan's Fukushima Daiichi nuclear power plant, seriously damaged by the 11 March earthquake. Smoke and steam have never stop seen above nuclear reactors. The dangerous is that no one know what will happen next.  Facilities located north of Tokyo are all at risk currently. The unbalance of the semiconductor supply chain, in short time, may be made up by China or Korean suppliers. However, the inflation is inevitable. The impact of the inflation will not be short time only. 

Lin SunConsultantSelf Employed

News and Notes: CMCC, LTE and ZTE

March 20, 2011

The following is what has happened so far in March. Instead of lengthy analysis, I’ve decided to focus on some key areas you may have missed or of potential interest to you; and it is up to you to add opinion or draw conclusion. This way, you can have a better grip of ongoing trends in the largest telecom market.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Virtualization to include Cloud Applications

March 19, 2011

Desktop virtualization is beginning to be more than a virtualized version of Microsoft office and file storage. It is also becoming a standard virtual set of cloud applications. I attended my monthly CIO meeting last night and the topic was virtualization.

Thomas CoughlinPresidentCoughlin Associates

Seagate Refreshes Enterprise Storage, Including First Enterprise Product

March 19, 2011

Seagate introduced a variety of new enterprise level storage products. These products included traditional enterprise products including a 2.5 inch 10 k RPM drive with 900 GB. The company also announced its first enterprise solid state drives, Pulsar.2 and Pulsar XT.2. These SSD products are at least partially the result of the partnership between Samsung and Seagate announced last year.

Thomas CoughlinPresidentCoughlin Associates

HDDs and Flash Memory, Better Together

March 17, 2011

Solid state drives are in less than 1% of computers after years of marketing saying they would replace HDDs. Flash memory has faster performance than HDDs, particularly for reading but it is considerably more expensive. Combining flash memory and HDDs together can give performance approaching solid state drives while offering prices comparable to hard disk drives. Hybrid and paired storage putting flash memory and HDDs together could put flash memory in most computers.

Thomas CoughlinPresidentCoughlin Associates

Obsolescence in Action?

March 17, 2011

In late February 2011 Intel and Apple announced that the latest MacBook Pro computers will include a Thunderbolt port. Thunderbolt had been announced previously by Intel as Light Peak and offered initial data rates as high as 10 Gbps. The first Thunderbolt products will use copper cables although Light Peak was to use fiber optics to achieve up to 100 Gbps data rates. Thunderbolt is much faster than USB (currently up to 5 Gbps) and may displace this long standing peripheral interface.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Saving Power in the Data Center

March 13, 2011

The speed of servers continues to grow. This could lead to an ever larger and larger power utilization in the data center. But there three main approaches to reducing power consumption in the data center. You can virtualize your servers, you can outsource to the clound and you can cnetralize your storage in a SAN.

Thomas CoughlinPresidentCoughlin Associates

WD Acquisition of Hitachi GST Creates Dominant HDD Player

March 7, 2011

WD announced that they reached an agreement to purchase Hitachi GST for $4.3 B. Unit shipments of the combined company could achieve close to 50% of the total market, assuming no share loss. The deal is expected to close in the third quarter assuming regulatory approval with Hitachi retaining a 10% stake in the combined company. Current HGST CEO, Steve Milligan will be president of the new business reporting to John Coyne.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Solid State Drives belong in the data center

March 5, 2011

The speed at which solid state drives can perform should make them a heavy part of your data center drive strategy. But somehow that still has not happened. We still see most companies sticking with fiber channel drives using traditional hard drive platters. This is in spite of the performance gains. So just why do we not see more solid state drives in the data center.

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