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  1. M

    TSMC, Intel suppliers delay U.S. plants on surging costs, labor crunch

    https://asia.nikkei.com/Business/Technology/TSMC-Intel-suppliers-delay-U.S.-plants-on-surging-costs-labor-crunch TECHNOLOGY TSMC, Intel suppliers delay U.S. plants on surging costs, labor crunch At least 5 chemical makers slow expansion as industry awaits CHIPS Act funds CHENG TING-FANG and...
  2. M

    TSMC New COO: Y.J. Mii and Y.P. Chyn

    https://pr.tsmc.com/english/news/3116 TSMC Special Board of Directors Meeting Resolution HSINCHU, Taiwan, R.O.C., Feb. 29, 2024 – The TSMC (TWSE: 2330, NYSE: TSM) Board of Directors today held a special meeting and approved the appointment of Senior Vice President of R&D Dr. Y.J. Mii and...
  3. M

    Intel 4 Process Node Powers Ericsson New Compute Chips

    https://wccftech.com/intel-4-process-node-powers-ericsson-new-ai-and-5g-advanced-ran-compute-chips/ Intel 4 Process Node Powers Ericsson New “AI and 5G Advanced ” RAN Compute Chips The interesting part about the new Ericsson silicon is the utilization of the Intel 4 process, and the images...
  4. M

    Kirin 9000s Analysis: Should be Made by SMIC's N+2 Process

    https://technews.tw/2023/09/01/compared-with-current-similar-products-huawei-kirin-9000s-has-a-big-gap/?utm This Chinese news nicely summarized current findings on Kirin 9000s (soc of Huawei Mate 60 Pro) Key points: 1. The process should be SMIC N+2 (claim as close to tsmc N7) 2. CPU...
  5. M

    TSMC CEO: The progress of N2 seems much better than Intel 18A

    https://news.cnyes.com/news/id/5203240?exp=a (Chinese News) In the tsmc's shareholder meeting, Mark Liu said "The customers feel very comfortable about the progress of 2nm (N2). The progress of 2nm seems much better than 1.8nm (should be Intel 18A)."
  6. M

    Intel’s Revival Plan Runs Into Trouble

    https://archive.is/zWRxh#selection-147.5-147.44 "In early 2022, Intel’s foundry arm sent a delegation to Qualcomm’s San Diego headquarters, where they met with CEO Cristiano Amon. Then Intel missed a June performance milestone toward producing those chips commercially. It missed another in...
  7. M

    How to develop EUV photoresists without an EUV machine?

    I have this question long in my mind: How to develop EUV photoresists without an EUV machine? For typical material development, the same or similar equipment to industry standard are essential to validate performances. However, it's almost impossible to have an in-house EUV machine for EUV...
  8. M

    Intel Meteor Lake delayed to the end of 2023

    https://www.semianalysis.com/p/embracing-chaos-the-imperfect-art Quote: "Intel has also confidentially stated that they are manufacturing ready for EUV lithography in their Intel 4 process node. We don’t really believe them because internal documents we obtained show Intel’s first high-volume...
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