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  1. F

    TSMC exempt from tariffs?

    TSMC stock was up almost 5% on the Taiwan Stock Exchange today on the belief that TSMC would be exempt from Trump's tariffs, due to building factories and investing in the United States. The weighted index opened higher today and then fluctuated throughout the day, closing at 24,003.77 points...
  2. F

    Report: China ships first NIL lithography tool as 300-plus firms mobilize to rival EUV tech

    Largely due to its stochastic nature, EUV still requires multipatterning, which takes the shine off the initial claims by ASML. A big burden for NIL to gain any traction is building the infrastructure, just like it was a challenge for EUV. This would also require customer evaluations. I doubt...
  3. F

    Report: China ships first NIL lithography tool as 300-plus firms mobilize to rival EUV tech

    Amid tightening US export controls on EUV lithography systems and related technologies, China's chip equipment sector has made a breakthrough. On August 1, Pulin Technology (Hangzhou) shipped its first domestically developed semiconductor-grade step-and-repeat nanoimprint lithography (NIL) tool...
  4. F

    Multibeam Secures $31 Million in Series B Financing to Accelerate Global Deployment of E-Beam Lithography Production Solutions

    Didn't TSMC previously invest in Mapper, a similar concept?
  5. F

    Multibeam Secures $31 Million in Series B Financing to Accelerate Global Deployment of E-Beam Lithography Production Solutions

    It's hard to set overlay and resolution specs for EBL systems, they're inherently unstable. Also, the actual number of exposing electrons is hard to define.
  6. F

    Desperate measures to save Intel: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief for Taiwan

    https://www.mnews.tw/story/mm-20250804fin003 A major electronics industry boss told this publication that the 20% tariff figure reached in the Taiwan-US reciprocal tariff negotiations was not surprising, as Taiwan's trade deficit with the US last year was higher than that of Japan and South...
  7. F

    TSMC Reportedly Fires Staff over Suspected 2nm Leak Ahead of Mass Production

    It looks like the story did not identify who was requesting the information (Samsung? Intel? China? Rapidus?). I assume that the perpetrators would already have authorized access. If it was not authorized, they should not be able to get the information, with the trade secret protection system...
  8. F

    Samsung Beats Qualcomm, Announces Exynos 2600 as World’s First 2nm Smartphone Chipset

    This year's ramp of Exynos 2600 is still in the risk stage, as yield is not finalized yet. https://biz.newdaily.co.kr/site/data/html/2025/06/11/2025061100145.html Samsung Electronics has begun mass production of the prototype of the mobile AP (Application Processor) 'Exynos 2600', which is...
  9. F

    The adoption of ASML's High-NA EUV lithography tools is being delayed by major chipmakers due to their extremely high cost—about $360–400 million per

    Fewer photons absorbed within the smaller depth of focus, of course it's doubtful!
  10. F

    TSMC Is Reportedly Ready to Shift 2nm Technology to the US Despite Prior Resentment from the Taiwan Government

  11. F

    China's CXMT's DDR5 reveals 3-year technology gap

    China’s leading DRAM maker, ChangXin Memory Technologies (CXMT) finally revealed 16Gb DDR5 chips to the market. The Gloway 16GBx2 DDR5-6000 UDIMM (VGM5UC60C36AG-DVDYBN) consists of sixteen 16Gb DDR5 devices manufactured from CXMT. The 16Gb DDR5 chip size measures 66.99 mm2 (length 8.19 mm, width...
  12. F

    Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal

    Strangely, no reference to Tesla in Samsung's Q2 announcement today. https://news.samsung.com/global/samsung-electronics-announces-second-quarter-2025-results Instead: In H2 2025, the Foundry Business will ramp up mass production of a new mobile SoC with the 2nm GAA process. It also aims to...
  13. F

    Stochastics: Yield-Killing Gap No One Wants to Talk About

    The dose increase required to get the photon shot noise to pre-EUV levels will be exorbitant: https://semiwiki.com/lithography/357643-facing-the-quantum-nature-of-euv-lithography/
  14. F

    Stochastics: Yield-Killing Gap No One Wants to Talk About

    Yes, the higher power gives that option. Resist loss has been observed to increase with higher dose, which can aggravate some types of defects.
  15. F

    Stochastics: Yield-Killing Gap No One Wants to Talk About

    So, will it be used for increasing the throughput at same dose, or increasing the dose at same throughput? Again, the net benefit of increasing the dose depends on the resist.
  16. F

    Stochastics: Yield-Killing Gap No One Wants to Talk About

    Yes, the yield would be affected; it contributes into the defect density. So we hear of yields not being "stable", particularly in DRAM. 256 Mb SRAM yield could have been higher also.
  17. F

    Why Samsung is losing its top talent to SK Hynix

    With Elon's entry, I wonder if this culture would be altered.
  18. F

    Stochastics: Yield-Killing Gap No One Wants to Talk About

    In mid-2024, TSMC apparently indicated that they prioritized throughput over curing stochastics. TSMC "optimized the EUV exposure dose and the photoresist it uses" to double wafer-per-day-per-tool productivity of its EUV systems since 2019. The 500W NXE:3800 had not been installed anywhere yet...
  19. F

    Stochastics: Yield-Killing Gap No One Wants to Talk About

    My understanding is that while increasing dose is probably the earliest proposal, users have mostly not done so because of two reasons. First, most EUV machines still do not have enough power to provide enough throughput. Second, the resist has to be designed for higher dose. Interestingly...
  20. F

    Stochastics: Yield-Killing Gap No One Wants to Talk About

    Absorbed photons are still only one component of noise. There's also secondary electrons. Also (dose-dependent) resist loss from a variety of mechanisms.
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