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Search results

  1. P

    Hok Tan on Semiconductors Q2 2024

    That's a wordplay. The idea of accounting ethernet switch chips as "AI" chips is something new
  2. P

    3D DRAM era begins: SK Hynix 5-layer demo with hybrid wafer bonding at VLSI 2024

    This is not a monolithic-3D DRAM, so the area rule economics will not change. The real monolithic 3D DRAM promise dramatic per-cm² and per-bit cost reduction, this only allows to squeeze more DRAM dies into a single package.
  3. P

    ASML, Tokyo Electron Shielded From US Chip Export Rules, For Now

    Having to repeat: US administration refuses to see logs in the eyes far bigger than microchips. The whole world can see the US and EU manufacturing equipment for weaponry freely flowing to China, and through it to Russia with zero enforcement being done against any Western manufacturer. The...
  4. P

    Intel reducing staff by 15% and dividend suspended

    There is indisputably a CPU glut on the market, because PC/laptop sales are down, but CPU tapeout volumes never adjusted. This results in lots, and lots of old chips accumulating in inventories, never being sold out before the new chip generation arrives. So China sanctions have little to do...
  5. P

    intel Foundry EDA tool readiness

    Is Intel a Synopsis shop these days? I feel their own internal EDA usage practices will be forced upon their foundry clients.
  6. P

    Chinese 2.7 nm wavelength SSMB light source disclosed at FLS2023 in Switzerland

    I think you need to explain it to people without optics background. Why getting the wavelength smaller no longer pays off.
  7. P

    Forget the election, Automation of US medical is needed for economic survival

    If you open the immigration floodgates for medics like UK did in fifties, they do. Except it will crash incomes of MDs tenfold. It also has to do with severe bureaucratisation of the medical profession. How much money it takes to open a clinic? Much of that is lawyers, paperwork...
  8. P

    List of Most Intelligent Countries

    First, it's very likely such surveys are biased towards computer companies, it's not likely they surveyed every kampung mom and pop shop around, and the same for the rest of Asia.
  9. P

    Mate60 pro Finfet TEM

    I believe later processes somehow managed to remove the need for multi-stage STI recess, but SMIC may still be using that
  10. P

    Mate60 pro Finfet TEM

    When finfets were only starting, and geometry was bigger, there was an issue of fin bending depending on oxide thickness, and fin height. The early trick was to leave a bit of oxide during STI recess so it pushes back in the direction opposite to bending. I have not seen that being used in...
  11. P

    Trump Suggests Taiwan Should Pay US for Protection

    Find a way to create an extremely bad optic
  12. P

    Trump Suggests Taiwan Should Pay US for Protection

    There is the 1955 treaty, which is arguably never been legally repealed, and its current nonfulfilment is legitimised through a weird estoppel logic that the Republic Of China is not a party to treaties it itself signed with the US, to not to evoke again the constitutional dispute about the...
  13. P

    TSMC 22ULP

    People completely miss that mixed signal is forever bound to planar. If you want cheap mixed signal SoCs/MCUs in high volumes, you have to forget about exotic RF nodes at specialist fabs. Only the biggest fabs can make sub-1$ WiFi microcontrollers. WiFi microcontroller makers using speciality...
  14. P

    Trump Suggests Taiwan Should Pay US for Protection

    It doesn't, I have no idea from where this comes. US has a standing defence treaty signed with the Republic of China, not some abstract "China", and the switch to later is a lawyery trickery in attempt to dodge it, same in the spirit how in the 2014 the white house dodged Budapest treaty...
  15. P

    Taiwan Conflict, The first Drone/Hacking War, Tech the next battleground, We should prepare now

    The side which wins in a nuclear conflict, is the one which conducts a coordinated surprise attack, followed by a massive conventional onslaught to overwhelm remaining forces. Even if China, and Russia will be allowed to take days to dump their entire arsenal, including all warheads in storage...
  16. P

    Taiwan Conflict, The first Drone/Hacking War, Tech the next battleground, We should prepare now

    Nuclear bombs are too expensive to put them on drones. You will put them on the biggest, most expensive missiles you can make. But the twist can be somebody like Rhodesia, living under sanctions for decades and brewing mountains of Plutonium, but without substantial industry wanting to...
  17. P

    Taiwan Conflict, The first Drone/Hacking War, Tech the next battleground, We should prepare now

    I think the much more urgent training, and preparedness effort should be focused on survival during nuclear warfare. Drones are peanuts in comparison to missile attacks, while indeed still dominating at the frontline.
  18. P

    Taiwan Conflict, The first Drone/Hacking War, Tech the next battleground, We should prepare now

    China has 80-100 deliverable warheads out of ~300 total, US has way more. In a war, US will win. China is an extremely centralised country. If Beijing is taken out, it's effectively takes out all of political authority, and governance ability. The politburo has no functioning succession...
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