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NEWS TAGGED ANALYSIS
Thursday 19 May 2022
Tesla use of SiC sparks debates after Model 3 recalls
One month after Tesla recalled more than 120,000 units of its Model 3 in China, allegedly due to defects in rear motor inverters, the real causes of the defects remain unclear. As...
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...
Tuesday 17 May 2022
SAS enjoys growing sales from cloud businesses in 2021
AI and data analysis service provider SAS saw its revenues from the cloud computing business rise 19% on year in 2021 and is set to strengthen its cloud analysis platform and cloud-first...
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
Metaverse Research (1): 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
Europe strives to restore chip supply leadership
The global semiconductor shortages have surfaced as early as 2019 when the US government imposed a ban on Huawei's products. The COVID-19 pandemic starting in 2020 exacerbated the...
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...
Tuesday 10 May 2022
AI applications key to realizing autonomous driving
Autonomous driving and intelligent cockpit are two key application areas of artificial intelligence (AI), which can be used to transform camera and sensor data into actionable info...
Monday 9 May 2022
AI 2.0 era arriving with challenges for enterprises, says Delta Research Center chief
The era of AI 2.0 is arriving along with the growing maturity and popularity of related technologies and tools, and enterprises must learn how to grasp the latest development trends...
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 29 April 2022
China accelerating EV battery swapping deployment despite challenges ahead
China, the second-largest electric vehicle(EV) market, is aggressively deploying charging infrastructure, including battery swapping stations. Multiple businesses have launched swapping...
Friday 29 April 2022
MA-tek enjoys robust chip analysis orders for advanced processes
IC analysis and certification lab Material Analysis Technology (MA-tek) continues to enjoy a rapid rise in analysis demand for sub-7nm chips, particularly 3/2nm process now under...