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Study Group: Semiconductor Evaluators (North America)

Council Members in this Study Group: 78

This study group may include experts knowledgeable on topics such as IT Services, consumer electronics, wireless devices, software, hardware, information technology, semiconductors, media, cable, satellite, internet, broadband, global positioning systems, advertising, online media, telecommunications, networking, wireless, and data storage, among others.

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Leading Experts in this Study Group

Paul Massie

Director of Operations
StrataScale, Inc.
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Paul Massie is the Director of Operations at StrataScale, a cloud or managed hosting provider. He is responsible for the customer facing IT infrastructure and applications, as well as customer support. Previously, he was the CIO of Genesis Microchip,...

Sam Wang

President
Semiconductor Manufacturing International Corporation Americas (SMIC)
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Dr. Sam Wang has been in the semiconductor industry for over 25 years and is familiar with the supply/demand situation of wafers and advanced semiconductor process technology from photolithography, fab equipment, capex, EDA, mask making, wafer foundries,...

Jerald Kolansky

Former Worldwide VP of Sales
PLX TECHNOLOGY, INC.
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Jerald Kolansky was the Worldwide Vice President of Sales at PLX Technology, a semiconductor company involved in high speed interface circuits, particularly PCI express. Previously, Mr. Kolansky was a Vice President at Cree a high power LED manufacturer....

Steven Harnsberger, President, SHI DigitalSteven Harnsberger

President
SHI Digital
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Steven Harnsberger is the President at SHI Digital, a full time consultancy in online video and digital distribution of movies. From 2004-2008, he has served as the Vice President, Strategic Business Development at Sonic Solutions, a company specializing...

Jon Peddie, President, JOHN PEDDIE RESEARCHJon Peddie

President
JOHN PEDDIE RESEARCH
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Jon Peddie, PhD, is one of the pioneers of the graphics industry, starting his career in computer graphics in 1962. After the successful launch of several graphics manufacturing companies, Dr. Peddie began Jon Peddie Associates in 1984 to provide comprehensive...

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GLG NewsSM Analyses by this Study Group's Leading Experts(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

Cypress Continue To Improve PSOC Family Performance

November 16, 2009

Cypress Introduces New PSOC 1 Device With Enhanced Analog Performance | finance.yahoo.com

1. Cypress Semiconductor has introduced PSOC 1 devices with enhanced analog performance. This should help with the adoption of these devices in touch screen phones, appliances, automotive applications, etc.2. Over the last few years Cypress has obtained hundred of design wins with it's PSOC family of devices and has obtained design wins with at least 5 of the leading cell phone manufacturers.

Potential TSMC Entry into LED Market Could Effect Current Supplier Base

November 16, 2009

TSMC Looks at Solid State Lighting Market | www.eetimes.com

1. Per this article and other commentary in SEA, it appears that TSMC is going to invest $46M in setting up a product line to make LED's for the lighting market.2. The $46M to be invested in setting up this line represents a substantial sum of money that could benefit equipment manufacturers such as Aixtron and Veeco.

Cree Adds Additional Manufactuing Capacity in China

November 12, 2009

Cree Buys Huge LED Plant in China | triangle.bizjournals.com

1. Cree's purchase of a large facility in China to manufacture both chips and components is a strong sign that Cree believe that its surge in business will continue in the future.2. The Chinese LED market is a significant one with the Chinese government subsidizing the cost of LED fixtures. In addition, many of the Cree's U.S. based lighting customers are manufacturing in China.3. The article says chip manufacturing and not phosphor deposition which is critical IP in manufacturing white LED's.

"Green" LED Lighting Continues to Replace Tradional Lighting Technologies

November 12, 2009

Starbucks Goes Bonkers for LED Lighting | seekingalpha.com

1. Starbucks is just one of a number of commercial business's which are converting their lighting to LED Lighting.2. Starbucks has selected GE for this lighting application in an attempt to become more "Green" and at the same time save on energy costs. 3. LED fixtures are generally still too expensive for most home applications, but the cost is beginning to come down as lighting class LED become more efficient, and the manufacturing costs come down the cost curve..

Vast small hard drives fuel new consumer applications and smaller computers

November 8, 2009

Toshiba Introduces Two 1.8-Inch Hard Disk Drive Families for Both High Performance and Long Battery Life in Mobile Computing Applications | www.earthtimes.org

After its merger with Fujitsu, Toshiba is now the largest manufacturer of mobile hard disk drives (HDDs) (2.5 inch and 1.8 inch HDDs). Toshiba is also the largest manufacturer of 1.8-inch HDDs and the company has just introduced a HDD in this form factor with 320 GB storage capacity. This 2-disk 1.8-inch drive offers the highest storage capacity in such a small package and will enable more consumer and mobile computer applications

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Members in this Study Group include these company types:

  • Individual/Small Consultancy
  • Semiconductors - Analog/Mixed Signal
  • Market Research Company*
  • Manufacturer's Rep
  • Independent Consulting Firm
  • Semiconductor Foundry
  • Distributor
  • PCB Manufacturer
  • Original Equipment Manufacturer
  • Networking Equipment Manufacturer
  • Semiconductors - Communications

Members in this Study Group often have these job titles:

  • President
  • Principal
  • Engineer
  • Director
  • Sales Engineer
  • Consultant
  • Chief Executive Officer
  • Product Development Manager
  • Chief Technology Officer
  • Product Development Director