GLG News by Semiconductor Experts in GLG Member Programs (US)

Jim HandyDirectorObjective Analysis

Major Shift in PC Memory Could Harm DRAM Makers

July 19, 2011

Analysis of:Could NAND Flash Kill DRAM in PCs? | www.cio.com

DRAM will soon have to compete against NAND flash in the PC.  Benchmarks have shown that, dollar-for-dollar, NAND provides more performance than does DRAM.This is bad enough news for Micron, Samsung, and Hynix, all of whom make both DRAM and NAND flash, but it is positively deadly for DRAM makers who do not have a strong NAND flash position: Elpida, Powerchip, ProMOS, and Nanya.SSDs will continue to lose out to HDDs in the PC, since a NAND layer gives SSD speeds at a HDD prices & capacities.

Donald RheaultFounderOurSalesRep

Intel technology opens way into smart phones and tablets.

July 19, 2011

Analysis of:Press Release: Intel Vies to Stave Off ARM Challenge with Low-Power Technology | www.intel.com

By the end of 2011 Intel will be producing a Tri-Gate 3-D transistor technology in 22nm. This is directly aimed at ARM and Marvel's dominance of the mobile device market. Intel devices will offer half of the power of existing devices with the same capabilities thereby extending battery life. It will also blunt ARM's attempt to enter the notebook market with the help of Microsoft.

Donald RheaultFounderOurSalesRep

Great chance for some semicondutor companies to gain market share.

April 1, 2011

Because of the earthquake and Tsunami in Japan there are spot shortages developing in the semiconductor supply chain. For the last several years large OEMs have made it very difficult to qualify a new vendor because there was no real part shortage' and many of these companies laid off their component engineers who did these qualifications, leaving only a few for end of quarter emergencies.

Peter Shih-Hsin YingPresident Knight Investment Consulting

A Real Case Study -- T Mobil Deal

March 25, 2011

Analysis of:T-Mobile Deal Faces Antitrust Barriers . | online.wsj.com

My wife used T Mobil since 2002 and the contract ending in May 2011. Her pink Razor keeps running out of battery and facing upgrade options with higher prices. She could remain in low cost deal and replace a battery. Concessions for AT&T's T- Mobile Deal are inevitable, i.e., to offer a low broadband price with option of extend to wider broadband for her to upgrade. Also, not to restrict access to content to 3rd party online video distributors. Both may be imposed by FCC or DOJ. 

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. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

No-Key-Ah Continues: Chapter Two- Jumping Through The Window...from Which Story?

February 27, 2011

Analysis of:Nokia vows to defend smartphone territory | www.totaltele.com

Nokia is out of focus concerning the supply chain problem. The Android Open Source OS is the easy solution. But instead of strolling out the front door with winning lottery ticket and running to the wide market field to cash it in like a #1 generalist handset provider should do, Nokia jumps out of a window! Windows 7 OS. The remaining question is from which story? It won't take too long then you can tell from the length of the screaming when it has fallen from the high window: No-key-AAaaahhh!

Neil KellySemiconductor Test ConsultantNeil Kelly

Advantest Can Save Verigy From Themselves

December 7, 2010

Advantest makes a good strategic fit for Verigy, combining their strength in memory test with Verigy's competent SOC product line.  Conversely, Verigy's purchase of LTX-Credence will produce a mess of overlapping products that will be difficult to rationalize.

Neil KellySemiconductor Test ConsultantNeil Kelly

Can We Make a Product Strategy Out of This Mess?

November 19, 2010

Verigy's purchase of LTX-Credence consolidates the third and fourth players in the semiconductor test industry.  All of the failed semiconductor test products are now under one roof - does management have what it takes to turn a garbled collection of overlapping, incompatible offerings into a product strategy with a viable roadmap?

Peter Shih-Hsin YingPresident Knight Investment Consulting

TSMC Should Separate LED R&D And Brand Name When Not To Provide Foundry Service

October 28, 2010

Analysis of:TSMC Invests In LED Manufacturing Line | www.ledsmagazine.com

1. It surprised everyone when TSMC spokesman saying that TSMC will develop and sell LEDs under ''TSMC brand'' and will not provide foundry services for LED makers. 2. Consequence of this approach could trigger patent war of LED process and product design, against TSMC as an IDM. 3. The flame of patent war could spread across to Non- LED related processing and products. 4. TSMC should separate the LED R&D and brand name when they are not prepare to provide foundry service.   

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