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  1. F

    Will Samsung soon lose to Intel?

    This? https://www.yahoo.com/tech/nvidias-suspected-2025-processor-now-141929830.html (NVIDIA CPU rumored on Intel 3)
  2. F

    Russian 11.2 nm EUV light source deliberately uses shorter than ASML's EUV wavelength

    Yes, if the electron attenuation goes significantly higher than 2 nm, like 5 nm.
  3. F

    Huida advanced packaging chain Intel is included in the list of taking orders from TSMC

    Just to clarify, Huida is NVIDIA in Chinese.
  4. F

    Russian 11.2 nm EUV light source deliberately uses shorter than ASML's EUV wavelength

    Pros: 1. Shorter wavelength 2. No tin residue 3. Larger depth of focus at same resolution (lower NA can be used) Cons: 1. Need Ru/Be mirrors 2. Power output relatively low 3. More electron blur 4. Higher stochastics
  5. F

    Russian 11.2 nm EUV light source deliberately uses shorter than ASML's EUV wavelength

    The Alpha-Machine is a project aimed at demonstration of a lithography machine based on xenon EUV light source and optics at shorter than 13.5-nm wavelength, being currently developed at Institute for Physics of Microstructures and Institute of Applied Physics of the Russian Academy of Sciences...
  6. F

    Intel Panther Lake chips to launch next year using 18A node

    Arrow Lake Refresh in 2025, followed by Panther Lake in 2026, then Nova Lake in 2027. By Fahd Temsamani Mar 17, 2025, 14:54 GMT Intel is said to have delayed its Panther Lake CPUs by a couple of months, pushing product availability to next year. Set to become the first to use its latest 18A...
  7. F

    Will Samsung soon lose to Intel?

    So shouldn't Intel 3 already be taking business from Samsung's 4nm or even 3nm today for example?
  8. F

    A20 Chip for 2026 iPhones Said to Remain 3nm, But With Key Upgrade for Apple Intelligence

    Monday March 17, 2025 7:13 pm PDT by Joe Rossignol While the iPhone 17 series is still around six months away, a rumor pertaining to next year's iPhone 18 series has already surfaced. In a research note with investment firm GF Securities today, analyst Jeff Pu said the A20 chip for the iPhone...
  9. F

    Will Samsung soon lose to Intel?

    Some recent speculation and rumors suggest Samsung is in real trouble, even scrapping 1.4nm: https://www.trendforce.com/news/2025/03/17/news-samsung-rumored-to-mull-on-scraping-1-4nm-node-to-prioritize-2nm3nm-yield-gains/ As Samsung is eager to stem losses in its foundry business, the latest...
  10. F

    Exclusive-Intel's new CEO plots overhaul of manufacturing and AI operations

    Some interesting history from Lip-Bu Tan's previous stay at Intel (from the linked Yahoo article above): Tan's views were shaped by months of reviewing Intel's manufacturing process after the board in late 2023 appointed him to a special role overseeing it, according to a regulatory filing. In...
  11. F

    Why Intel Never Caught Up to TSMC—Answer Hidden in the Grand Scribe’s Records and Morris Chang’s Autobiography

    "everything undergoes constant optimization" I wonder how this could be documented. Intel had strict internal process control and documentation, at least 2 decades ago.
  12. F

    Intel Panther Lake spotted at Embedded World 2025

    Yes, the stand is about the size of his hand, roughly (?).
  13. F

    Intel Panther Lake spotted at Embedded World 2025

    Intel's Panther Lake CPU spotted at Embedded World 2025, giving us an early look at the next-gen chip "Panther Lake" Core Ultra Xe3 GPU promises a major graphics leap By Zo Ahmed Today 3:27 PM In brief: Embedded World 2025 wraps up today, and German media outlets captured clear images of...
  14. F

    The 18A pilot line officially began operations at the Arizona Fab

    Linked post is gone
  15. F

    New Intel CEO

    Tariffs and policies probably will force some Intel foundry business, but more likely the risk-averse customer will split between IFS and TSMC.
  16. F

    New Intel CEO

    Intel’s New CEO Called ‘Strong Choice’ to Respin Company By Alan Patterson 03.13.2025 Intel’s new CEO, Lip-Bu Tan, is a good choice to turn the struggling U.S. chipmaker around, according to analysts who spoke to EE Times. Tan, an industry veteran, is rejoining the Intel board after departing...
  17. F

    New Intel CEO

    Here's an interesting customer interaction. Samsung Exynos competes with Qualcomm Snapdragon. The Galaxy phones have distributed one or the other by region. Example: https://www.gsmarena.com/samsung_galaxy_s10-9536.php
  18. F

    New Intel CEO

    Besides Intel, Samsung is the other company doing business with its own chip products besides its foundry for external customers. Interestingly, Samsung insisted to keep them together instead of splitting them. There is more to navigate in this situation. Samsung Foundry is arguably doing better...
  19. F

    Samsung's foundry market share shrinks in Q4, gap with TSMC widens

    https://www.kedglobal.com/korean-chipmakers/newsView/ked202503060008
  20. F

    New Intel CEO

    Keeping the foundry together with the products is exactly the situation with Samsung. It might be worth looking at their situation as reference. https://www.kedglobal.com/korean-chipmakers/newsView/ked202503060008
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