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  1. F

    US startup xLight raises $40 million in race against China for key chipmaking laser

    That's plausible, there are definitely precedents for that. But that would defeat the motivation to keep technology development control in US.
  2. F

    US startup xLight raises $40 million in race against China for key chipmaking laser

    The basic problem is ASML wants control over the light source. That's the reasoning behind the Cymer acquisition. The previous American lithography machine maker SVG was also acquired by ASML.
  3. F

    Samsung delays HBM4 rollout to 2026 due to 1c yield challenges

    Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling a more cautious rollout amid ongoing DRAM redesign efforts. The company originally planned to start mass production of its 12-high HBM4 modules, which are...
  4. F

    Intel 10Q filing - We may cancel 14A if we do not win a large external customer

    Well, CFO had also mentioned that with the 18A test chips they had lost some customers: https://www.reuters.com/business/intel-has-limited-customer-commitments-latest-chip-manufacturing-tech-cfo-says-2025-05-13/.
  5. F

    Intel Reports Second-Quarter 2025 Financial Results

    This implies they may offer little to the 12nm joint venture with Intel.
  6. F

    Intel 10Q filing - We may cancel 14A if we do not win a large external customer

    As long as they're not confidently executing SAQP, I doubt they can advance quickly. SAQP is about how well they can leverage existing modules.
  7. F

    New four element semi material, A real advance?

    This looks harder than pure Si epitaxy (for nanosheet transistors), since you have to arrange the precise composition of four elements.
  8. F

    US startup xLight raises $40 million in race against China for key chipmaking laser

    I wonder what's the business model. Besides ASML, who is skeptical and more motivated to continue their own LPP technology, can't imagine another customer.
  9. F

    $55 Billion Michigan Chip Plant Cancelled Amid Tariff Uncertainty and Economic Turmoil

    Well that's a pity. It also seems they ruled out any domestic location with the "massive national economic uncertainty." I guess there's also the complication of the fab JV with Kioxia.
  10. F

    Taiwan’s Semiconductor Paradox: Why TSMC Soared, DRAM Sank

    The key thing was there were plenty of domestic design clients that TSMC could serve. Also, at the time, making commodity DRAM was more capital-intensive. Key technology IP was also licensed.
  11. F

    ASML Lowers 2025 H2 Revenue Forecasts as Q2 Results Surpass Analyst Expectations

    The world’s largest computer chip manufacturing equipment vendor, ASML, has said that it might fall short of its 2026 growth targets, CNBC reported. The company made this announcement on July 16, even as ASML Q2 2025 results surpassed analyst expectations. ASML’s Q2 net sales stood at 7.7...
  12. F

    Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors

    "prototyping of 2nm GAA transistors and attaining electrical characteristics" sounds like very basic, low sample size, like they're just starting. "Fully single-wafer processing" sounds like low volume, which might be expected in the starting stage.
  13. F

    Ex-Intel CEO backs Trump's sovereign wealth fund plan — and says it can help the US keep up with China in the tech race

    Sounds like subsidized wafer yield loss :ROFLMAO: Biggest incentive to not improve.
  14. F

    TSMC Reports Second Quarter Revenue Increased 44.4% Year-Over-Year

    They're using N7 fab capacity for supporting N5, amazing. N5 and N3 capacity very tight, obviously.
  15. F

    Intel’s Pivot: Why It’s Betting on UMC—Not TSMC—in the Legacy Node Wars

    These two nodes seem quite similar, unless the TSMC-like naming threw me off. TSMC puts 12 and 16 in the same family: https://www.tsmc.com/english/dedicatedFoundry/technology/logic/l_16_12nm MediaTek is already an Intel 16 customer.
  16. F

    The United States' NSTC EUV Accelerator is coming to Albany

    Intel already had more EUV resources.
  17. F

    Why Samsung is losing its top talent to SK hynix

    The practice of internal competition (where losing side is not penalized) is good.
  18. F

    Why Samsung is losing its top talent to SK hynix

    A rigid hierarchy and risk-averse culture are driving a quiet exodus from Korea's chip giant By Hwang Min-gyu, Choi Ji-hee, Chun Byung-soo, Park Su-hyeon, Yu Jung-in Published 2025.07.15. 14:01Updated 2025.07.15. 17:49 After a decade overseeing DRAM processes at Samsung Electronics, a...
  19. F

    Huawei, the leader in Chinese semiconductor development… ‘Life or death’ for SMIC 5nm mass production next year

    The parametric yield also matters.
  20. F

    Huawei, the leader in Chinese semiconductor development… ‘Life or death’ for SMIC 5nm mass production next year

    It hasn't been clear if it's SMIC doing the fabbing for Huawei or Huawei has their own fab. Either way, any subsidy for low yield must go to Huawei, it seems. SiCarrier is just another vying vendor. Another thought I had on this was that Huawei is prioritizing AI chip development over foundry...
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