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Search results

  1. F

    No fabless suitors for Intel?

    It might be a way to address competing with customers, if that's one of their concerns.
  2. F

    No fabless suitors for Intel?

    But there's no expectation for him to seek a JV with customers, is there?
  3. F

    No fabless suitors for Intel?

    Intel CEO Lip-Bu Tan appears to be adopting a go-it-alone strategy as he embarks on rebooting the chip giant. By Therese Poletti Last Updated: April 17, 2025 at 7:01 p.m. ET Intel Corp.’s stock recently rode a wave of enthusiasm around potential deals or partnerships that could make its...
  4. F

    Huawei Unveils Its Next-Gen Ascend 920 AI Chip To Fill The Market Gap Created By NVIDIA; US Export Controls Are Working In Favor of China For Now

    TechInsights will probably follow up on this, but they had felt that 6 nm (N+3) may actually just be a closer approach to TSMC N7 than N+2. https://library.techinsights.com/hg-asset/082ca072-8e6f-4d09-a0eb-2b1c65353e9f
  5. F

    Technical Highlights from the 2025 Symposium On VLSI Technology and Circuits (Intel 18A)

    It looks like Intel's HP and HD cells are differentiated by track pitch (36 nm vs. 32 nm), with fixed track number (5), whereas TSMC has fixed track pitch (26 nm) and differentiates by track number (6 vs. 5). Two pitches is more complicated lithographically (different pitches focus differently).
  6. F

    Pat Gelsinger has a new job as Executive Chairman of xLight

    The higher power of the FEL means mirror damage is a new concern, e.g., https://www.sciencedirect.com/science/article/abs/pii/S0925346725003222# Probably a hydrogen plasma is still needed to keep the mirrors clean and cooled.
  7. F

    Pat Gelsinger has a new job as Executive Chairman of xLight

    The kW is supposed to be where the ASML >250 W power focus is currently inserted, at intermediate focus.
  8. F

    Pat Gelsinger has a new job as Executive Chairman of xLight

    Pat Gelsinger, former CEO of Intel, recently posted on LinkedIn that he joined xLight as executive chairman, and the xLight official website also announced the news in March. xLight is the company that develops a linear electron accelerator for extreme ultraviolet (EUV) lithography machines...
  9. F

    China Develops Domestic EUV Tool, ASML Monopoly in Trouble

    Remember the SSMB announcement? There must be many related projects in parallel...
  10. F

    Samsung HBM4 4nm Logic Die Test Yield Exceeds 40%

    There was an interesting statement possibly alluding to relative die size: According to industry sources on the 16th, the test production yield of logic dies produced by Samsung Electronics' foundry 4nm (nanometer, 1 billionth of a meter) process has exceeded 40%. Considering that the initial...
  11. F

    Samsung HBM4 4nm Logic Die Test Yield Exceeds 40%

    Probably in the race at leading edge (or actually any popular advanced node) to be "first" (or simply participate), yield requirements were loosened. Not even months' delay from new design tapeout.
  12. F

    Samsung HBM4 4nm Logic Die Test Yield Exceeds 40%

    While the foundry (semiconductor contract manufacturing) process is applied to the 'logic die', which serves as the brain of the 6th generation high-bandwidth memory (HBM4), for the first time, it is known that the test yield of the logic die produced by Samsung Electronics' foundry division is...
  13. F

    In the news today - Intel/TSMC JV

    This rumor plays into the story that Intel 18A execution is still in trouble, even after Intel management said otherwise.
  14. F

    Intel Products Update

    It seems you are referring to gate cut after SAC? That is very odd.
  15. F

    Intel announces 18A process node has entered risk production

    It's true that Panther Lake is still partially 18A, there are still TSMC chiplets to be assembled with the 18A chiplet.
  16. F

    Intel Products Update

    I am a bit surprised that their SAC would get in the way of their gate cut. Granted that it's getting very tight there. The directly focused spot size of EUV is 25 nm, so it's too large for the contact sizes I was expecting.
  17. F

    Intel announces 18A process node has entered risk production

    TSMC announced N2 risk production last year: https://ieeexplore.ieee.org/document/10873475
  18. F

    Intel announces 18A process node has entered risk production

    By Paul Alcorn At its Vision 2025 conference, Intel announced today that it has entered risk production of its 18A process node, a crucial production milestone signifying that the node is now in the early stages of low-volume test manufacturing runs. Intel's Kevin O'Buckley, the Senior Vice...
  19. F

    Intel Products Update

    I had the impression the main changes were EUV reduction and pitch relaxation. The nanosheet pitch design rules should be roughly half the smallest cell height ~65 nm, it should be comparable to N16 MMP.
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