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Search results

  1. F

    Intel approaches TSMC for investments or partnership, WSJ reports

    A Chinese invasion of Taiwan is always good to hype.
  2. F

    Poll: Half of Taiwan fears TSMC becoming US-SMC

    It's already a big task to manage TSMC's IP based in Taiwan: https://www.reuters.com/world/asia-pacific/tsmc-market-system-manage-trade-secrets-its-lawyer-says-2025-08-29/
  3. F

    Poll: Half of Taiwan fears TSMC becoming US-SMC

    Continuing from the same article: The move is also heavily influenced by commercial and economic factors. TSMC’s most significant clients are predominantly American technology companies, including NVIDIA, Apple, Broadcom, and AMD, all of which rely on sourcing the most advanced semiconductor...
  4. F

    Intel approaches TSMC for investments or partnership, WSJ reports

    Taipei, Sept. 26 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) reiterated Friday that the company has not entered discussions with any company about potential investments or partnerships amid ongoing rumors of ailing Intel seeking TSMC's participation. In a statement, TSMC, the world's...
  5. F

    Intel splashes more cash on ASML’s magic machines

    My understanding from BoA's count was that Intel only received 25 EUV systems during 5N4Y, and then got the 3 High-NA up to H1 this year. With so much less than what TSMC got, shouldn't expect to have the same level of EUV usage and I suppose that doesn't matter.
  6. F

    Intel splashes more cash on ASML’s magic machines

    High-NA is expected to have a more complicated mask arrangement: https://euvlitho.com/2023/P11.pdf
  7. F

    Intel splashes more cash on ASML’s magic machines

    The EUV and DUV masks should be recognizably different. The High-NA mask is probably not finalized yet.
  8. F

    Intel splashes more cash on ASML’s magic machines

    That report on SK hynix conflicts with this one: https://semiwiki.com/forum/threads/sk-hynix-builds-m15x-test-line-to-respond-to-hbm-demand.23690/ Historically, actual recognized sales has been lower than these forecasts.
  9. F

    Intel splashes more cash on ASML’s magic machines

    EXE= High-NA NXE=Low-NA NXT=most advanced DUV (including KrF)
  10. F

    Intel splashes more cash on ASML’s magic machines

    It will definitely make the PDK harder.
  11. F

    Intel splashes more cash on ASML’s magic machines

    ASML shipped five EXE:5000 and one EXE:5200 as of the Q2 2025 earnings call. The EXE:5200 may still be considered a development tool if it is the only High-NA capable of delivering higher power (for higher dose at sufficient throughput) and/or sufficient overlay. The EUV-induced plasma would be...
  12. F

    Have per-die EUV costs on any node went below that of immersion litho node?

    The trend has been wafer cost up, yield down, SRAM doesn't scale, gate pitch hasn't scaled well either. I think track pitch is starting to slow down as well now as approaching 20 nm. For DRAM, smaller capacitors need to be relatively taller, otherwise they become swamped by parasitic...
  13. F

    A couple of interesting EUV defect reports from SPIE this week

    The emergence of high-NA EUV lithography has intensified mask 3D effects, necessitating advanced cleaning solutions for next-generation mask components. Removal of tin (Sn) particles is crucial for maintaining mask performance, as Sn is used to generate EUV light and continuously contaminates...
  14. F

    SK Hynix builds M15X Test Line to Respond to HBM Demand

    SK hynix will build a 10nm 5th generation (1b) DRAM production line with a capacity of 10,000 wafers per month at the Cheongju M15X fab. As it is a test line, if mass production is approved, full-scale investment will begin. It is expected that equipment will begin to be brought into M15X as...
  15. F

    TSMC Repurposing Old Fabs to Bring EUV Pellicle Production In-House

    This looks very relevant: Real-time observation of EUV-induced blister formation at various sample temperatures in pellicle-like materials In this study, we investigated degradation mechanisms on pellicle-like, semi-amorphous, 50 nm SiN thin films exposed to both isolated hydrogen radicals and...
  16. F

    Will TSM dominate quantum chip fabrication?

    Josephson junctions may use e-beam lithography: https://patents.google.com/patent/US20180013052A1/en I suppose the low volume and small chip size justifies the use of e-beam (short write time), but I imagine they could alternatively use i-line (365 nm) lithography with spacers for higher volumes.
  17. F

    Will TSM dominate quantum chip fabrication?

    Low volume, niche applications for quantum computing. Probably too expensive to arrange at TSMC.
  18. F

    TSMC Repurposing Old Fabs to Bring EUV Pellicle Production In-House

    You can also consider that the pellicle also becomes a defect source with more EUV absorption. The mask position is not affected.
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