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Chuen-Yi Wang, Former Vice President

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

RFID Application

May 9, 2007

Active RFID Technology: MINI USA “Motorby” Pilot Program Features Wavetrend Active RFID Technology | www.rfidsolutionsonline.com

RFID industry needs long-term improvements for individual application.
1. Price - Much higher than target price.
2. Hardware system - Based on ROI, cost and price still too high to application.
3. System - For commercial application, total operation system still not completed and matured yet.
4. Photocol - The global standards still not match yet. EPC running on different frequencies.
5. Tag - Price of the active. semi active, passive tag still two expensive compared with bar code label.
6.  Integration - needs longer time to integrate all standards, acceptable & economic pricing level, software cost, hardware cost cost, AUTO-ID national standard, actual application after integration and high percantage of application.
7. High level of application - The benefit will only be crated by high level of application as a regular control system for AIDC/AUTO-ID applications.

Gregory Birge, Founder and CEO

Gregory BirgeFounder and CEOF5 Digital Consulting What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Creative needs to find its own gene

May 4, 2007

Creative Gives Flash MP3 Another Toss with Zen Stone | www.betanews.com

Creative new product Zen Stone is the new tentative from the company to come back to profitability. Last fiscal quarter results show a drop of $40 Million revenue compared to last year ($183.8 versus $225.7).

Creative needs to find its own gene to renew with success.

 

Gregory Birge, Founder and CEO

Gregory BirgeFounder and CEOF5 Digital Consulting What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Digital Home Battle: Where Are We?

April 16, 2007

Microsoft Brings Instant Chat to TV Screen, Through Games | www.nytimes.com

Microsoft just announced that it will be making Live Messenger available through the xBox 360 game console. This move is a reflection of the long ongoing battle which started more than 10 years ago to control the Digital Home market.

Gregory Birge, Founder and CEO

Gregory BirgeFounder and CEOF5 Digital Consulting What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Mobility drive sales, not the technology

April 9, 2007

The latest in laptops | www.forbes.com

The rising sales of notebook (out performing desktop figures for the first time) and growing at a rate of 25% this year, is expected to be sustained over time (Source: Consumer Electronics Association).

The important consideration here is not merely technology but what consumer need is being answered.

Gregory Birge, Founder and CEO

Gregory BirgeFounder and CEOF5 Digital Consulting What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

DRM free for Video, not now

April 4, 2007

Jobs Unlikely to Push for Lift of Video DRM | news.yahoo.com

Steve Jobs commented yesterday that he would not hold a parallel at all between the video industry and the music industry. It is not surprising that there is no rush to open DRM for video.

Gregory Birge, Founder and CEO

Gregory BirgeFounder and CEOF5 Digital Consulting What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Revolution of Digital Music, is the phase II on ?

April 3, 2007

EMI to allow Apple to sell songs online | www.businessweek.com

Are we entering the phase II of the Digital Music revolution ?

After releasing the iPod, launching the iTunes Music Store and capturing almost 80% of the digital market, Apple is now answering some specialists scepticism on digital music by releasing free DRM music on iTMS (iTunes Music Store).

Is it just an evolution or the era of a new revolution ?

Chuen-Yi Wang, Former Vice President

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

AMD Leads up to 65 nm Manufacturing Progressors in 2007

January 5, 2007

AMD rolls out new power-saving processors | news.yahoo.com

1. From Socket AM2 to AM2+ and Cities Core Platform From Socket 939 to 1207
2. From 90 nm to 65nm
3. Agena and Kuma, 4 Cores Platform, Stars

Chuen-Yi Wang, Former Vice President

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Advance Technology - AMD/ TSMC; Deleted Rumor of 65nm Processor Voltages

December 11, 2006

Rumor: AMD is having trouble with 65nm processor voltages | www.legitreviews.com

1. Advance Technologies - Foundry and IC designer
2. Interactive Partnerships 

Chuen-Yi Wang, Former Vice President

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Flash Market - Competition Between TSMC and SMIC

December 7, 2006

DRAM contract price growth to weaken in 2HOct ; NAND Flash prices to stay firm amid strategic supply policies (article) | www.dramexchange.com

1. TSMC - NOR FLASH
2. SMIC - NAND FLASH

Chuen-Yi Wang, Former Vice President

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

IPTV is Raising Up in Japan in the Coming Two Years

December 5, 2006

Internet Protocol TV making inroads in Europe | www.boston.com

1. Market trend
2. Technologies trend
3. Profitability

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