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

Donald RheaultFounderOurSalesRep

The worst may be just beginning.

January 28, 2008

Analysis of:AMD: Is The Worst Over? | seekingalpha.com

Intel is much stronger in the processing side and as geometries shrink and the price of fabs skyrocket the larger company has a distinct edge going forward. Companies that make computers want a strong AMD to balance Intel's demands and break their almost sole source price stance. AMD has to develop a much stronger graphics chip design as a differentiator to capture market share-much as S-3 did in the nineties. AMD also has the option of combining a less powerful 86 core with the graphic chip and communication chips to position itself between the Intel/ARM battle for non desktop/laptop applications. AMD's sales force has broader coverage in non computer companies and is mostly rep based giving it variable cost-of-sales benefits in probably a down market in 2008.

Steven NuzzoloOwner/ Sales EngineerMetro Logic Corporation

The Analog semiconductor market faces a challenge in 2008

January 23, 2008

Analysis of:EE TIMES - Analysts offer mixed signals for analog | www.eetimes.com

This articles talks about major players in the Analog  & Mixed signal semiconductor market. The success in 2008 may lied in what exposure these companies have in certain market places. Select companies may exceed forecast in such markets as  PCs and consumer end markets.   These  markets   include Ultramobile notebook PCs and handset with high end features which requiring analog content, such as  touch screen, multimedia capabilities, sensors and support  for emerging wireless protocols.

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

Alternatives for Cost Reduction in Solar Cell Manufacturing – Nano Flakes

January 4, 2008

Analysis of:Nano Flakes May Revolutionize Solar Cells | www.sciencedaily.com

Development of silicon and III-V compound semiconductor nanostructures offers yet another path for low cost production and increased photovoltaic efficiencies. The real question is when how soon these advanced methods will become commercialized. The decisive factor for the success and production of solar modules is the manufacturing cost and how to drive cost lower while improving conversion efficiency.  

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.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

Is AMD Profitabilty for real?

December 14, 2007

Analysis of:AMD Plans to reach profitability in 2008 | news.yahoo.com

AMD CEO has appologized for delays in launching Barcelona chip, and promised that the company has already gone through a transitional year and is now projecting profitability in the second half of 2008.  The engines of growth will be the launch of the much delayed Barcelona and new integrated devices based on graphics processors fro ATI.  How realistic is AMD managment in prediction of profitability?  The markets are doubtful. 

Neil KellySemiconductor Test ConsultantNeil Kelly

Good for Teradyne, great for Nextest, a challenge for Verigy.

December 13, 2007

Analysis of:Teradyne expands reach to flash test with $325M Nextest buy | www.edn.com

Teradyne gets a capable entry into flash memory test to allow the company to compete more effectively against Verigy.  Nextest executives get over being swallowed for a second time by Teradyne by negotiating a good price for the company.  Keeping Nextest key employees will be the challenge.

Neil KellySemiconductor Test ConsultantNeil Kelly

Acquisition not worth the single platform dilution.

December 13, 2007

Analysis of:Verigy signs agreement to acquire Inovys | www.tmworld.com

Acquisition weakens the power of Verigy's single platform strategy.  Demonstrates the failure of standalone structural test in the commercial test marketplace.  Financial terms are not disclosed, so price should be close to zero.

Jim HandyDirectorObjective Analysis

Is NAND Pushing DRAM out of the PC?

November 20, 2007

Analysis of:SanDisk Offers New Flash-Based Accelerator to Speed Up System Performance in Consumer Laptops and PCs | www.sandisk.com

DRAM companies will see faltering growth. OEMs with NAND strategies will prosper while others will lag behind. NAND companies are poised to tap into PC market growth.

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