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Fred Chen's latest activity
F
China, which was not mentioned. TSMC must have an embargo on the word. China has a "buy our smarthones first" policy that is killing...
Yesterday at 9:40 PM
F
During the conference call TSMC did say the smartphone sector is weak but overall revenue got help from the strong AI/high performance...
Yesterday at 9:39 PM
F
2023Q4 3nm: 15%, 2024Q1 3nm: 9%
For the reference, 2020 is the 1st year of 5nm HVM
2020Q4 5nm: 20%, 2021Q1 5nm: 14%
Yesterday at 9:39 PM
F
High-NA customers need some strategy for the mask as well. Multilayer, absorber, and Intel now wants to change mask size as well (they...
Yesterday at 5:36 PM
F
Wait until they consider NVIDIA's (or their own) large dies.
Yesterday at 5:19 PM
F
30 years, that's obviously wrong. Nikon was still the preferred litho vendor for Intel back then.
Yesterday at 4:49 PM
F
Not using EUV for 10nm was (and even with the benefit of hindsight still is) objectively the correct decision, no ifs thens or buts...
Yesterday at 4:37 PM
F
Fred:
In this video, Ian was told the dose used by intel is ~50-60mj/cm2.
Yesterday at 4:33 PM
F
"High NA EUV is the next-generation lithography system developed by ASML following decades of collaboration with Intel."
A misleading...
Yesterday at 9:01 AM
F
Any reason given for the drop in 3nm? Is it just "smartphone seasonality"?
Yesterday at 7:32 AM
F
HS: understood. Checking the most recent CAR (probably more mainstream) literature, more or less the same trend toward reported sizing...
Wednesday at 11:13 PM
F
It's a long existing problem that the current pellicle cannot survive high power EUV illumination, it's unclear if ASML can solve this...
Wednesday at 11:06 PM
F
They had doses as high as over 80 mJ/cm2 here...
Wednesday at 6:18 PM
F
Fred:
1. 500W source is commercially available now, although it is for low NA EUV. I would expect >500W sources be available soon...
Wednesday at 6:10 PM