Memory chip maker Micron Technology has launched a new pricing model called "forward pricing agreements" (FPAs). Observers are watching whether the model will stabilize the industry's...
In 1984, Intel decided to exit the DRAM business, which marked the start of technology diversion between memories and logic IC. In hindsight, Intel's decision made sense. Memories...
Why does metaverse matter? The short answer is that metaverse presents a generational opportunity for businesses, investors, and individuals. The article aims to answer the fundamental...
Most corporations prefer to have a shareholder structure with more longer-term investors. It usually takes several months to several years to see the initial results of a company's...
When the memory industry can no longer leverage Moore's Law to create new value, it has to find new technologies to establish a new business model that can create new economic valu...
In 2014, 3D NAND flash was introduced to the industry with 24 layers, and it co-existed with 2D NAND flash until 2017. 3D NAND flash gradually came to dominate the market with its...
Let's take a moment to review the rise and fall of Taiwan's DRAM industry. Taiwan's DRAM industry came into being in the mid-1990s. In the beginning, although some companies wanted...
NAND flash was invented by Toshiba in 1989 and entered commercial mass production in the early 2000s. Since NAND flash has much faster access speed than mechanical hard drives, and...
Semiconductor is a high-tech industry that requires continuous investment in the development of cutting-edge technologies to create new economic value. With the advantage of entering...
The capital market and investor relations have been impacted by the regulations of MiFID II beginning in January 2018. What is MiFID II and why will it continue to have an impact...
The massive new nodes created inside and outside self-driving cars will bring new business opportunities for AI solutions, and the entire creation process can be seen as a combination...
Before commenting on the intrinsic strength of China's semiconductor industry, we must have an elaborate study on China's semiconductor market and industrial structure. According...
AI has permeated well into the modern society playing a crucial role in a wide variety of applications, but AI systems, just like all kinds of computer operating systems, can hardly...
Within the corporate organization, the investor relations officer (IRO) is one of the most interesting and challenging roles and can offer a strong sense of accomplishment. Whether...
TSMC founder Morris Chang again made the headlines by giving frank opinions on the semiconductor policy of the United States. But shrewd readers should definitely read between the...
