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Tuesday 24 May 2022
Chip autonomy barriers press carmakers
Driven by the shortages of automotive chips, many automakers have embarked on semiconductor development, but they need to tackle multiple challenges such as cost and technical barriers, according to industry sources.
LATEST STORIES
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 Tesla is the first carmaker to use silicon carbide (SiC) metal-oxide-semiconductor field-effect transistors (MOSFETs) in commercial cars, the recall has sparked debates about the reliability of SiC - the third-generation semiconductor material that is gaining favor.
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 price fluctuations and if Micron's rivals will follow suit.
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 and logic IC are very different in terms of design, manufacturing processes, equipment deployment, and market characteristics. It is common sense that a company should focus on pursuing excellence in one specific direction.
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 question of why metaverse matters.
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 new strategy or plans. Therefore, long-term investors' goals are more consistent with that of a company in maximizing long-term shareholder value. In a survey* of more than 1,000 board members and C-suite executives around the world, 86% declared that using a longer time horizon to make business decisions would positively affect corporate performance in a number of ways, including strengthening financial returns and increasing innovation.
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 problem as manufacturers have to suspend operations now and then during the peaks of infections.
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 value.
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 high-density storage capacity and technologies, and its manufacturing process completely diverged from that of DRAM. The synergy of utilizing the same processes and equipment for the two memory types - DRAM and NAND - was completely gone, and the core of competitive strategies in the memory industry changed.
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 to self-develop related technologies, most companies chose to become competitive by exchanging production capacity for technology licensing with partners. This method certainly had some drawbacks, including that companies obtaining the licensed technologies could be controlled by their partners.
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 since small-storage persistent memory products were gaining popularity, memory companies began placing increased focus on NAND flash.
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 information.
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 the market early, leading semiconductor companies can generate significant profit and use that profit to develop more advanced manufacturing processes to extend their lead. By increasing their capital spending, they can build up stronger economies of scale. This virtuous circle is the winning formula for businesses competing in high-tech industries.
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 on all the market participants? In this article, we will discuss what MiFID II is, and what you need to know.
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 of "kitchen wastes" and "indestructible cockroaches," according to Wei-Bin Lee, CEO of Hon Hai Research Institute under the Foxconn Technology Group.
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 to Semiconductor Industry Association (SIA), the total output of the global semiconductor market in 2021 was US$555.9 billion, up 26.2% from 2022, of which US$192.5 billion was generated from the Chinese market, accounting for 34.6% of the global total. However, this figure refers to the sales to local Chinese companies plus sales into China's domestic market, excluding the demand brought by foreign companies assembling diver products such as notebooks and mobile phones in China.