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Search results

  1. F

    How China’s award-winning EUV breakthrough sidesteps US chip ban!

    Academic and government proposals tend to be less realistic, not having the real-life production and cost management exposure.
  2. F

    Is Taiwan's Silicon Shield a Security Guarantee or a Target?

    Samsung foundry revenue is much larger than IFS, but actually both netted a loss of billions. Advanced node foundry is worse field to play in than DRAM.
  3. F

    Is Taiwan's Silicon Shield a Security Guarantee or a Target?

    Competing for Samsung's spot already seems like a challenge for IFS.
  4. F

    Intel races to find its next CEO, but insiders say no clear frontrunners yet

    There are still some signs things are not completely smooth at Intel yet...
  5. F

    TSMC Arizona Chip Plant Delays Show US Isn’t Ready to Outpace Taiwan in AI Tech

    They probably meant to say TSMC is still aiming to use its previous FinFET technology to create its 3nm chips but will switch to GAA for its 2nm deployment. The article was actually like a collection of five sub-articles. I really wanted to focus on the first...
  6. F

    How China’s award-winning EUV breakthrough sidesteps US chip ban!

    Why is it academically developed; couldn't a Chinese laser company develop a source? That's what Cymer and Gigaphoton were.
  7. F

    TSMC Arizona Chip Plant Delays Show US Isn’t Ready to Outpace Taiwan in AI Tech

    Last Updated Jan 17, 2025 | 3:31 PM UTC By Kurt Robson Edited by Samantha Dunn Key Takeaways: - CEO C. C. Wei has revealed that TSMC’s U.S. factory is unlikely to receive the most advanced chip technology before Taiwan. - The CEO claimed building in the U.S. has taken twice as long as it would...
  8. F

    Biden’s final blow to Lu! US chip ban spreads and 16nm may hurt TSMC

    So PC makers in China have not been able to get the latest Intel chips for a while now?
  9. F

    Intel: 18A to enter HVM in H2 25

    Intel shows off working Panther Lake systems at CES — Celestial Xe GPU cores power Intel sneak peek By Dallin Grimm Contributions from Paul Alcorn published 2 hours ago Intel's CES 2025 exhibition features a stack of computers from the near future; six Panther Lake and Celestial-based systems...
  10. F

    TSMC N2 specs improve, while Intel 18A gets worse

    We'll have to look at the 18A vs N2 pitches (gate, metal) when they are shown.
  11. F

    TSMC N2 specs improve, while Intel 18A gets worse

    The High-NA has T2T and pupil fill limitations at ~20 nm pitch where it was supposed to take over from low-NA, going by SPIE papers 120520G (ASML) and 1321505 (imec). Depending on the requirements, more passes may still be needed.
  12. F

    CXMT 17nm DDR5 yield rate has reached 80%

    "The US has been trying to restrict China from developing high-end chip production capabilities, while seeking to avoid disrupting its production of commodity chips." https://www.silicon.co.uk/e-regulation/us-china-japan-chip-memory-591866 Reportedly, CXMT was recently excluded from the...
  13. F

    CXMT 17nm DDR5 yield rate has reached 80%

    This indicates significant progress in multipatterning yield.
  14. F

    CXMT 17nm DDR5 yield rate has reached 80%

    China Changxin Storage's DDR5 yield rate has reached 80%, and it is also striving to produce HBM2 in small quantities by 2025 (Auto-translation) Written by Atkinson | Release date: 2025-01-03 9:30 | Foreign media reported that China's third-party memory module manufacturers began to sell DDR5...
  15. F

    Trump's Undersecretary of Defense for Policy repeatedly said TSMC fabs should be destroyed if China invades Taiwan

    That would be impossible to happen: https://www.tomshardware.com/tech-industry/tsmc-cannot-produce-2nm-chips-overseas-until-domestic-output-becomes-more-advanced-confirms-taiwanese-govt-official Taiwanese regulations require domestic chipmakers to manufacture only chips using...
  16. F

    KSMC to challenge TSMC with Samsung expertise?

    Seems China would be a bigger threat than TSMC for legacy and mid-tech nodes.
  17. F

    KSMC to challenge TSMC with Samsung expertise?

    Published 26 mins ago on December 26, 2024 By James Lee Taylor South Korea considering forming KSMC to challenge TSMC with Samsung expertise. The name of this organization, Korea Semiconductor Manufacturing Company, is purely inspired by the Taiwanese Semiconductor Manufacturing Company (TSMC)...
  18. F

    Trump's Undersecretary of Defense for Policy repeatedly said TSMC fabs should be destroyed if China invades Taiwan

    So they don't know of or believe in the equipment disablement in case of an invasion?
  19. F

    CEO of ASML speaking on Chinese Semicon

    Two months ago, he did acknowledge they could have the means to do even 3nm: https://wccftech.com/asml-ceo-believes-that-china-might-be-able-to-produce-chips-on-the-5nm-and-3nm-nodes-on-a-limited-scale/ Of course, whether they are actually there is a different story, though Xiaomi is reported...
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