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  1. T

    In the news today - Intel/TSMC JV

    The US cannot have dollar hegemony/no trade defict at the same time
  2. T

    Shenzhen SiCarrier Technologies backed by Huawei, has been developing equipment that can produce 28nm chips!

    Is that comments from SiCarrier official ? If not，then it's not credible
  3. T

    Shenzhen SiCarrier Technologies backed by Huawei, has been developing equipment that can produce 28nm chips!

    US national debt has never reach this large during cold war. Nowadays American debt has ballooned to an unsustainable level，the interest payment alone is larger than military budget，that was what happened to empires before they collapse in history. Trump wants to abolish CHIPS act is totally...
  4. T

    Shenzhen SiCarrier Technologies backed by Huawei, has been developing equipment that can produce 28nm chips!

    The sales person at SiCarrier says that these equipment can cover 5-28nm https://www.bilibili.com/video/BV1VRZNY9Ewu
  5. T

    Shenzhen SiCarrier Technologies backed by Huawei, has been developing equipment that can produce 28nm chips!

    No big deal. Yield will increase overtime, just like that recent news that Huawei Ascend yield increased from 20% to 40%
  6. T

    Shenzhen SiCarrier Technologies backed by Huawei, has been developing equipment that can produce 28nm chips!

  7. T

    Shenzhen SiCarrier Technologies backed by Huawei, has been developing equipment that can produce 28nm chips!

  8. T

    Shenzhen SiCarrier Technologies backed by Huawei, has been developing equipment that can produce 28nm chips!

  9. T

    Shenzhen SiCarrier Technologies backed by Huawei, has been developing equipment that can produce 28nm chips!

  10. T

    Shenzhen SiCarrier Technologies backed by Huawei, has been developing equipment that can produce 28nm chips!

    You got it. This is what SiCarrier brought to Semicon China https://mp.weixin.qq.com/s/z4NXxCpHCnhnrIyUOE4_1Q
  11. T

    TSMC stands out as the most successful non-US company in negotiations with the Trump administration

    More like in Ireland
  12. T

    ASML to build reuse-and-repair centre in Beijing despite US-China tech tensions

    ASML denies building a new maintenance center in Beijing: it is only upgrading and expanding the existing one https://news.qq.com/rain/a/20250306A09ASZ00 IT Home reported on March 6 that according to the Securities Times, in response to recent media reports that lithography machine giant ASML...
  13. T

    Tech war: China leads US in quantity, quality of semiconductor research, report finds

    How about counting papers on renowned journals such as Nature/Science/Lancet etc？Since only quality papers can be published
  14. T

    GPT-4.5, the most expensive AI model ever produced, lacks intelligence and still fails basic math

    I can see Sam Altman is so desperate now，his product is becoming mediocre yet the price is going through the roof
  15. T

    GPT-4.5, the most expensive AI model ever produced, lacks intelligence and still fails basic math

    https://techstartups.com/2025/02/28/gpt-4-5-the-most-expensive-ai-model-ever-produced-lacks-intelligence-and-still-fails-basic-math-yes-9-11-9-99/ OpenAI just rolled out GPT-4.5, and the excitement was short-lived. Billed as the most expensive AI model ever produced, it arrived with high...
  16. T

    Samsung Rumored to Adopt Hybrid Bonding Patent from YMTC for 400+ Layer NAND

    https://www.trendforce.com/news/2025/02/24/news-samsung-rumored-to-adopt-hybrid-bonding-patent-from-chinas-ymtc-for-400-layer-nand/ As memory giants fiercely compete to push the limits of NAND technology, a surprising twist has emerged: Samsung is reportedly set to use a hybrid bonding patent...
  17. T

    TSMC Considers Running Intel’s US Factories After Trump Team Request

    https://www.reuters.com/technology/tsmc-considering-running-intels-us-factories-after-trump-team-request-bloomberg-2025-02-14/ Trump may not support foreign firm operating Intel's US factories -White House official says
  18. T

    US give TSMC three options

    TSMC’s first board meeting in the United States on the 12th did not announce further plant expansion plans in the United States or personnel cases such as Wang Yinglang and Zhang Zongsheng as expected. However, it is worth noting that the market is paying close attention to the subsequent...
  19. T

    U.S. Lawmakers Call Out Lam Research for Noncompliance in China Sales Probe

    https://www.trendforce.com/news/2025/02/12/news-u-s-lawmakers-call-out-lam-research-for-noncompliance-in-china-sales-probe/ According to a report from ijiwei, U.S. lawmakers previously requested five major semiconductor equipment manufacturers to provide a list of their customers in China. On...
  20. T

    China's SMIC Q4 profit slumps 38.4%, misses estimates despite revenue growth

    https://wallstreetcn.com/articles/3740853 Exceeding US$8 billion for the first time，SMIC's Q4 revenue increased by 31.0%
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