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EV semi weight limit is 2000 lbs higher, and the motors/drive train are lighter. I think it works out to needing maybe 20% more trucks. Not such a big deal.
But they have never been pursued on land in the past 60 years. Even before environmental concerns began to be taken seriously. It isn’t the sierra club’s fault that small nuclear reactors haven’t been built.
Really? TSMC has focused on satisfying its customers and maximizing profit. Running low volume 20 year old 200 mm processes for slim margins is a lousy business you would only pursue if you had no other option. IMO.
Why do they report monthly results instead of just quarterly? I know the other Taiwanese foundries do. Seems like it would be extra work and a distraction.
If our industry could make chips with powerpoint the answer would be obvious, not EUV. Given the order book for high NA EUV, the real answer was made years ago to go down that road.
So that would be photolithography chemicals, cmp slurries, resist strip and clean chemicals, and gases. 60% of that given Japan's position in those markets should be easy. Is there another big segment I'm missing?
The author has a PhD from CMU, worked for Intel and GF, should be knowledgable, but this article is laughable. India is going to grow wafer fab equipment companies just because they want to? Talk about a tough business with entrenched competitors.
This was the first paper on Tuesday morning at SPIE after the plenary session. The authors are all from Westlake University (China). I'm surprised it didn't get more attention at the time. Do they have experimental results? The lead author made this linkedin post a couple of months ago...
