Principal:

Ron
Leckie





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office:
+1.408.255.0853
cell:
+1.408.621.1895

Email:
"ron" at this
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INFRASTRUCTURE Advisors

Consulting Services for the Semiconductor, Equipment & Related Industries


Services: "Validator" | Strategic Mktg. | Bus. Dev. | Analyst | Diligence | Start-up | Expert Witness | Speaking |

  Reports and Publications available for purchase:

To purchase a report, click on the PayPal "Buy Now" button immediately below the report title. This will take you to PayPal where you can securely pay by either credit card or your PayPal account. Upon payment, you will receive an email and can return via the provided button to the merchant page for download instructions. Thank you!


Report:       "DRAM and NAND: Doing the Memory Tango" - July 2008
Price:           US$3,995.00
Preview:       Summary and Table of Contents
Description:
As the target application for memory technologies continues to shift away from desktop personal computing, the value propositions of memory technologies have also changed.  In this report, we examine the strategic issues of the total memory market where manufacturing and technology decisions decide the profitability and health of participants and end use implementers. DRAM and NAND manufacturing decisions affect all aspects of the semiconductor and electronics markets.  The growth of cell phones and the consumer market transformed NAND Flash into the trendsetter for costs and manufacturing technologies. The impact of this shift in the value proposition of memory technologies is magnified by the observation that approximately 60% of the 300mm fabs belong to companies with heavy investments in memory production and almost 60% of semiconductor Capex goes towards tools for memory production. For more info click here. Or, so find out about custom presentations on the topic please call Ron on 1-408-255-0853.

Report:       "RFID: A Tech Market Driver" - November 2007 (complete report)
Price:           US$135.00
Preview:       Summary and Table of Contents
Description:
This report describes RFID technology, its challenges, opportunities and markets. Available either in this full report or as below in two parts. For more info click here.

Report:       "RFID: A Tech Market Driver - Part A: Primer" - Dec 2007 (partial report)
Price:           US$75.00
Preview:       Introduction and Table of Contents
Description:
This report describes RFID technology, its challenges and opportunities. For more info click here.

Report:       "RFID: A Tech Market Driver - Part B: Markets" - Dec 2007 (partial report)
Price:           US$75.00
Preview:       Introduction and Table of Contents
Description:
This report describes RFID applications, markets and selected players. For more info click here.

Report:       "The Explosive NAND Flash Market: Intense Competition and Technology" - June 2006
Price:           US$125.00
Preview:       Summary and Table of Contents
Description:
This report describes the challenges facing the semiconductor industry as Moore's Law marches technology below the 90nm process node. For more info click here.

Report:       "Funding the Future: R&D Funding Gap" - October 2005
Price:           Free!
Preview:       Description and download Instructions


Report:       "Moore's Law: How far and how fast will it go below 90nm?" - September 2004
Price:           US$35.00
Preview:       Summary and Table of Contents
Description:
This report describes the challenges facing the semiconductor industry as Moore's Law marches technology below the 90nm process node.