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https://www.j-ic.co.jp/en/news/.assets/E_20240417_JIC_JICC_PressRelease.pdf
Government-backed Japan Investment Corporation (JIC) completed takeover of Japanese photoresist manufacturer JSR, which previously acquired Inpria, the maker of metal oxide photoresists. There are ongoing lawsuits...
There were some hints the decision by Intel to pursue High-NA was made without thinking everything through. The clearest evidence is their sudden push for a larger (2X) mask size, supposedly driven by cost.
Right now a bigger problem than High-NA is the EUV resist, a little surprised that was not explicitly mentioned in the TSMC report:
(from ASML's HNA print)
It looks like A14 development is not hinging on High-NA either:
"TSMC started development and made good progress on 14 Angstrom (A14) technology, which aims to further improve speed, power, density and cost," the company's Annual Report reads. "Looking ahead to A14 and beyond, TSMC R&D will...
For TLDR needs:
The Memory Business returned to profit as it achieved qualitative growth by addressing the demand across servers, storage, PC and mobile, focusing on high-value-added products such as HBM, DDR5, server SSDs and UFS 4.0., along with the increase in ASP.
The Foundry Business...
https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2024-results
Samsung Electronics today reported financial results for the first quarter ended March 31, 2024.
The Company posted KRW 71.92 trillion in consolidated revenue on the back of strong sales of flagship Galaxy...
https://www.tomshardware.com/tech-industry/tsmc-says-it-doesnt-need-high-na-chipmaking-tools-for-16nm-class-node-in-contrast-intel-has-championed-the-tech
TSMC says its newest process tech doesn't need ASML's High-NA EUV chipmaking tools that have been championed by Intel, but the foundry is...
https://appleinsider.com/articles/24/04/29/apples-iphone-factory-shift-has-left-a-ghost-town-behind-in-china
Foxconn is closing factories in China as iPhone production moves elsewhere, and impacts beyond industry have been made crystal clear in a new video.
Apple has long operated its...
Is the 1.8 million referring to P60 or Mate 60? The P60 is using the Snapdragon 8+ indeed, but that is not domestic. One analyst predicted Huawei to sell only 60 million (across all models) this year: https://www.reuters.com/technology/chinas-huawei-start-selling-pura-70-smartphones-2024-04-18/...
It looks like the Pura 70 forecast of 10.4 million domestically generated would be too optimistic compared to the P60 only 1.8 million generated from TSMC? Aside, Huawei Mate 60 allegedly crossed 30 million, is that disputed?
HONG KONG/SHENZHEN/SHANGHAI, April 18 (Reuters) - Chinese technology giant Huawei started selling two models of its highly anticipated, high-end Pura 70 smartphone series on Thursday that many analysts expect to contain an advanced China-made chip like its Mate 60 handset.
The Pura series...