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NEWS TAGGED COMMENTARY
Wednesday 18 May 2022
Micron's new pricing scheme triggers questions about risks
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...
Monday 16 May 2022
The memory industry (6): When line between memory and logic IC becomes blurred
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...
Friday 13 May 2022
Why metaverse matters: Business opportunities and beyond
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...
Friday 13 May 2022
QIC Inside Investor Relation Series (7): Key elements of a successful meeting with long-term investors
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...
Friday 13 May 2022
The memory industy (5): Looking for a new biz model that can create new value
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...
Thursday 12 May 2022
The memory industry (4): Technology diversion between DRAM and 3D NAND flash
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...
Wednesday 11 May 2022
The memory industry (3): Taiwan's DRAM sector
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...
Tuesday 10 May 2022
The memory industry (2): The era of makers utilizing manufacturing processes and equipment for both DRAM and 2D NAND flash
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...
Monday 9 May 2022
The memory industry (1): The era of DRAM driving semiconductor manufacturing process improvement
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...
Friday 6 May 2022
QIC Inside Investor Relation Series (6): MiFID II and its impact
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...
Thursday 5 May 2022
Autonomous vehicles to create massive AI business opportunities
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...
Wednesday 4 May 2022
Can China come from behind and win the race?
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...
Wednesday 4 May 2022
AI not immune to hacking, says Hon Hai Research Institute CEO
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...
Thursday 28 April 2022
QIC Inside Investor Relation Series (5): How should an IRO work with C-suite management?
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...
Friday 22 April 2022
What TSMC founder tries to tell America beyond chips
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...