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NEWS TAGGED COMMENTARY
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,...
Friday 20 May 2022
Framework to see the future of metaverse
"Metaverse" is one of the most popular topics in the tech community and in the VC world right now. In 2021, the term drew a lot of attention from investors and the market due to the...
Friday 20 May 2022
Accurate understanding of AI limitations and capabilities helps maximize benefits
With the growing maturity of related technologies and application environments, AI has emerged as an important direction of industrial development, but only after enterprises learn...
Thursday 19 May 2022
QIC Inside Investor Relation Series (8): What to avoid doing for investor relations management
Effective investor relations management can help you achieve different capital market goals, including attracting high-quality long-term investors, enabling a premium valuation, allowing...
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...
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...