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The company will halt experienced hiring in the second half for its loss-making System LSI unit
By Jeong-Soo Hwang Published August 13, 2025 at 4:42 PM(KST) Updated August 14, 2025 at 1:04 AM(KST)
Samsung Electronics Co. is stepping up recruitment of seasoned high-bandwidth memory (HBM)...
Apparently, the specs can be checked at PuLin's site. 50 nm alignment won't work. Another system shows 30 WPH, a tenth of the current fastest lithography machine.
The internal product focus seems to convey the message that 18A is good enough for Intel Product even though not in general for external customers. That would be the wrong message to give.
The key problem seems to be "that its latest chip manufacturing process called 18A is going to be mainly used for its own internal products—meaning no major external customer has yet signed up to have Intel make its chips."
The chip maker’s future was dangling by a thread even before CEO controversy
By Asa Fitch and Dan Gallagher
Aug. 12, 2025 5:30 am ET
In March, WSJ explained how a mistake Intel made in the mid-2000s snowballed into one of the biggest challenges now confronting CEO Lip-Bu Tan.
Five months in...
Pilot line operations to begin this year, so presumably some expenditures already: https://techhq.com/news/can-rapidus-rebuild-semiconductor-industry-in-japan/
A more practical reference than Rapidus would be TSMC (obviously): https://www.tsmc.com/static/abouttsmcaz/index.htm
$65 billion for...
4. Intel is cash poor and can’t afford to invest in the capacity needed in the future to replace TSMC or even a reasonable fraction of TSMC capacity. They probably need a cash infusion of $40B or so to be competitive.
Is $40 billion even enough?
This looks like another AI investment research summary: https://www.ainvest.com/news/smic-resilience-geopolitical-trade-pressures-strategic-investment-case-2508/
On technological self-reliance vs. international collaboration
Advocates for SMIC argue that its 5nm technology development through...
President says tech companies can avoid the levy by investing in US manufacturing
Michael Acton in San Francisco, Tim Bradshaw in London and Aime Williams, James Politi and Demetri Sevastopulo in Washington
Published yesterday
Updated14:17
Donald Trump has vowed to impose a 100 per cent tariff...
However, I fear Trump's playbook is to use the threat of tariffs to demand more investment.
Trump previously threatened Apple with extra tariffs unless it moved iPhone manufacturing to the US.
I've read that 12nm was supposed to be comparable to TSMC's 12nm, and I assumed the '16' in Intel 16 nm likewise was supposed to compare to TSMC's 16nm.
