GLG News by Thermal Processing Experts

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!

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.   

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.

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

A Contender for the Number-Two Spot in Wafer Foundry Services

June 2, 2009

Analysis of:Chartered Denies Bid From Abu Dhabi’s ATIC | www.semiconductor.net

In 2007, Chartered was ranked number four in revenue market share behind TSMC, UMC and SMIC.   However, an acquisition of Chartered, combined with GlobalFoundries, could conceivably compete for the number two slot challenging UMC but likely not before 2011. An acquisition of Chartered Semiconductor folded into GlobalFoundries would not dislodge TSMC's position as number one foundry provider for fabless companies.

Peter Shih-Hsin YingPresident Knight Investment Consulting

Chewing Before Swallowing

March 5, 2009

Analysis of:Nokia considering entering laptop industry | www.reuters.com

Chewing before swallowing. It may be an elephant this time. When Nokia can not swallow the current hot smart phone soup and looking over other table's dish for internet content from PC, it could end up with no meal in either table. Late 90, Intel announced so many times wanting to enter communication market. What is Intel's position in the handset market today? Bottom line is that business models are fundamentally different between PC and handset market. PC is driven by performance and handset is driven by delivery. It is impossible for one of them to transform from one to another.  Nokia may spell "P" into profit and "C" into cheap. But the point is that Nokia has no experience in PC business.  Take away: Do not read too much. Giants like Intel or Nokia, talk nonsense sometime. The information released, while reading between the line, showing that Nokia is in denial mode of failing smart phone market and does not know what to do about it.

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.  

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