GLG Topic: Semiconductor Manufacturers
Semiconductor Manufacturers are entities that fabricate the integrated circuits present in all electrical and electronic devices. Manufacturers manage multiple-step sequences of photographic and chemical processing, during which electronic circuits are gradually created on a wafer made of pure semiconducting material, most commonly silicon. Segments of this chip-making technology include: deposition, etching, and inspection equipment. Key players include: TSMC, SMIC, and Chartered Semiconductor Manufacturing Ltd.
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Leading Experts: Semiconductor Manufacturers
Independent Consultant
Independent Consultant - Richard Grenier
Richard Grenier is currently an independent consultant currently on engagement with Qualcomm Corporation, and has previously consulted for Enigma Semiconductor and Xelerated networks – both manufacturers of networking semiconductors, as well as Sony and IBM with a focus on RISC and Communication Processors....
Randall CanhaSenior Market & Business Analyst
Flextronics International USA Inc
Randall Canha is a senior market and business analyst, Camera Module Division at Flextronics, an electronic manufacturing services (EMS) company. He specializes in image sensors and lenses for camera phones and has developed a comprehensive market model for the Mobile Phone and CMOS imaging industry,...
Senior Trader
Asian Atlantic Industries
Joshua Jacobs is a Senior Trader for Asian Atlantic Industries (AAI), a semiconductors and components distributor. He has been trading DRAM (memory) for the last 4 years as well as trading Flash memory. Mr. Jacobs tracks pricing trends, helps companies locate product when there is a shortage and advises...
Luciano Mule'StagnoCEO
Heritage Malta
Luciano Mule'Stagno, Ph.D., is the Chief Executive Officer of Heritage Malta, the national agency for cultural heritage, museums and conservation. He is also a technical consultant with polysilicon, wafer, solar and equipment manufacturers. He has over 12 years of experience in the industry. Until Dec....
Principal
Cottleston Enterprises
Pamela Bethune is a Principal at Cottleston Enterprises, an auditing and consulting firm performing audits for companies such as TUV SUD America, where she has worked since September 2008. Previously, Ms. Bethune was the Director of Quality at Fauecia, a Tier-One supplier of exahust systems. Prior to...
Study Groups: Semiconductor Manufacturers(?)
GLG NewsSM Analysis: Semiconductor Manufacturers(?)
Seoul Semiconductor Phosphor License Agreement may improve it's postion in LED LIghting
1. If this is an improved phosphor it will improve Seoul's competitve position against Cree, Lumileds. Nichia, etc. 2. Seoul white LED's use blue chips from Cree and other blue LED manufacturers. The phosphor system placed on the blue chip is what creates the white light in a spectrun of white...
Poor financial performance and severe lack of credit are causing hospitals to place aggressive pricing pressure on device manufacturers. In addition, many hospitals are reporting a 20-30% reduction in elective procedure volume such as hip and knee replacement surgeries. The combination of the hospital...
If you bailout the manufacturers, you better open up the credit markets so cars can be bought.
The following is the text of a letter I penned and sent to Washington this past monday in my capacity as President of the American Car Rental Industry
Not just hospitals, but many players will see receivables drop including wellness and disease management companies, imaging diagnostics and labs, and soon manufacturers.
Analysts keep putting Apple in the same boat as other manufacturers and don't want to realize you can't. Apple is a unique company and has to be viewed differently.
GLG InstituteSM Seminars: Semiconductor Manufacturers(?)
Recent Seminars
New York, November 13, 2008
Hong Kong, November 28, 2008
New York, November 20, 2008