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Crossing the Yield Cliff: IDP V6 and the Future of Manufacturing Forecasting
Thanks for the links. If the implication is that EUV mechanism research is mature and so V6 adds nothing new,…

— Sang Bong Song on May 21, 2026
From the Selfie to Samantha: The Next Trillion-Dollar Behavior
Talkie is built by MiniMax, a Shanghai‑based AI company founded in December 2021 by former SenseTime researchers Yan Junjie, Yang…

— Jonah McLeod on May 19, 2026
Crossing the Yield Cliff: IDP V6 and the Future of Manufacturing Forecasting
The EUV stochastic defectivity valley comes up again and again: https://frederickchen.substack.com/p/explaining-ppm-level-stochastic-defectivity https://frederickchen.substack.com/p/euv-stochastics-vs-stable-cd-targeting https://frederickchen.substack.com/p/explaining-metal-oxide-resist-bridging

— Fred Chen on May 19, 2026
The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
Agreed, but this was just a highlight briefing. I go into a lot more detail in the full report

— Malcolm Penn on May 17, 2026
The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
1. I was referring to year on year growth rates 2. March was a 5-week month, we adjust for this…

— Malcolm Penn on May 17, 2026
The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
Indeed ... I agree, it absolutely could. I am the first to admit I am no expert in the stock…

— Malcolm Penn on May 17, 2026
The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
Although I agree with most of your reasoning I think you are a bit oversimplifying it. Some unit sales aren't…

— madtronik on May 16, 2026
The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
apologies, I'm a bit confused about what you are referring to here. Are you talking about monthly global semi sales?…

— Ingenuity on May 15, 2026
The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
I never had much money at stake in 1999. Now I have a big chunk in semiconductor ETFs and mutual…

— benb on May 14, 2026
Siemens U2U 3D IC Design and Verification Panel
Dan, thanks for capturing the key points..

— skengeri on May 12, 2026

« All Events

Microelectronics UK 2026

Name: Microelectronics UK 2026
Start: 2026-09-29T00:00:00-07:00
End: 2026-09-30T23:59:59-07:00
Location: ExCeL London

September 29 - September 30

Microelectronics UK brings together engineers, technical leaders and technology providers from across the microelectronics ecosystem — spanning semiconductors, photonics and embedded systems — for two days of technical insight, collaboration and commercial connection.

Following a strong 2025 edition, the event showcases the UK’s world-class capabilities in R&D, design innovation and advanced manufacturing, while connecting the domestic supply chain with global partners, policymakers and end-users.

REGISTER HERE

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Start: September 29
End: September 30
Event Tags:microelectronics, UK
Website: https://microelectronicsuk.com/?utm_source=PR&utm_medium=Media%20Partner&utm_campaign=50554.001%20-%20Microelectronics%20UK%20-%20Press%20Release%2001&utm_term=&utm_content=&disc=&extTreatId=7636231

Venue

ExCeL London
Royal Victoria Dock, 1 Western Gateway
London, E16 1XL United Kingdom + Google Map

Crossing the Yield Cliff: IDP V6 and the Future of Manufacturing Forecasting
Thanks for the links. If the implication is that EUV mechanism research is mature and so V6 adds nothing new,…

— Sang Bong Song on May 21, 2026
From the Selfie to Samantha: The Next Trillion-Dollar Behavior
Talkie is built by MiniMax, a Shanghai‑based AI company founded in December 2021 by former SenseTime researchers Yan Junjie, Yang…

— Jonah McLeod on May 19, 2026
Crossing the Yield Cliff: IDP V6 and the Future of Manufacturing Forecasting
The EUV stochastic defectivity valley comes up again and again: https://frederickchen.substack.com/p/explaining-ppm-level-stochastic-defectivity https://frederickchen.substack.com/p/euv-stochastics-vs-stable-cd-targeting https://frederickchen.substack.com/p/explaining-metal-oxide-resist-bridging

— Fred Chen on May 19, 2026
The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
Agreed, but this was just a highlight briefing. I go into a lot more detail in the full report

— Malcolm Penn on May 17, 2026
The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
1. I was referring to year on year growth rates 2. March was a 5-week month, we adjust for this…

— Malcolm Penn on May 17, 2026
The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
Indeed ... I agree, it absolutely could. I am the first to admit I am no expert in the stock…

— Malcolm Penn on May 17, 2026
The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
Although I agree with most of your reasoning I think you are a bit oversimplifying it. Some unit sales aren't…

— madtronik on May 16, 2026
The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
apologies, I'm a bit confused about what you are referring to here. Are you talking about monthly global semi sales?…

— Ingenuity on May 15, 2026

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