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A good chunk of DRAM, yes. As for 3D NAND, seems like it should be <40nm - ≥20nm or ≥40nm geometry:
https://thememoryguy.com/why-3d-nand-is-stuck-at-40nm/
...though the figures for <20nm - ≥10nm out of Korea and especially Japan seems to indicate they're placing 3D NAND in that category. I'd...
Yeah, I posted what the percentages should be for the global total:
7% for <10nm
39% for 10-20nm
11% for 20-40nm
20% for 40nm-0.18µ
23% for >0.18µ
Not even sure how they got their numbers, I tried calculating with my theory that they screwed up <10nm numbers by using 10-20nm proportions for...
I wonder what the graphs would look like if we took utilization or revenue/profits into account, I'd imagine China's proportion would be quite a bit lower.
That's literally how all large format prismatic cells are made vs cylindrical cells. Fewer cells, less material to go towards the cell housing, theoretically easier cell management. Most of them are going towards 600mm and 800mm cell length. Here's an article about LG Chem, but all the big...
Taiwan has 21% <10nm installed capacity, Korea has 13% <10nm installed capacity and yet somehow, 37% of the worldwide total installed capacity is <10nm... it's like their one job is to put out correct data and they somehow screwed it up 🤦♂️
Should be 7% for <10nm, 39% for 10-20nm, 11% for...
As always, the issue is storage. Solar is no question cheaper than conventional energy sources in certain geographies like much of the Southwest when and only when it can produce energy. It's just useless without storage in the other hours of the day when there's no sunlight. Storage costs are...
I thought it was separate from that as Taiwan's not part of the Wassenaar Arrangement (which only mentions 45nm as the threshold) although I can't find the exact source at the moment!
There was a law that prohibited Taiwanese companies from building leading edge process fabs in China, I can't recall the specifics but it had to be lagging two or three process nodes to be green lit by their government. I don't know if it is still in effect and can't recall if it was...
