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  1. F

    Samsung 1c DRAM yield troubles

    They were counting on 1c advantage over the others.
  2. F

    Samsung 1c DRAM yield troubles

    Korean media: Samsung is considering disbanding the 1c DRAM task force, and the yield rate is less than half of the time, but it is still promoting mass production of HBM4 Author Su Ziyun | Release date October 15, 2025 13:30 According to the Chosun Ilbo, Samsung Electronics is discussing the...
  3. F

    ASML looks to calm fears over 2026 growth as it warns of China sales decline

    Surprsingly, CFO wanted to wait until January for a more firm statement on it: Stephane Houri ODDO BHF Corporate & Markets, Research Division Okay. And the follow-up would be about the gross margin in 2026. I know you're not giving guidance and you will say more in January. But given what you...
  4. F

    The Day Huawei’s CEO Bent the Knee in a Santa Clara Marriott

    How can they detect reverse engineering?
  5. F

    Zhang Pingan: 5nm and 7nm are not the core. Huawei's computing power is already three times that of Nvidia chips.

    His chief concern seems to be to play down the importance of chip process.
  6. F

    Taiwan sees no significant impact on chip sector from China rare earths curbs

    ASML has mentioned that they use rare earths: https://www.asml.com/en/news/stories/2023/6-ingredients-robust-supply-chain Some older etchers have rotating magnet as well.
  7. F

    Taiwan sees no significant impact on chip sector from China rare earths curbs

    Since the non-Chinese supply of rare-earths is very much smaller, there can be the issue of volatility or sensitivity to disruption. But I've read that the price for lanthanum, which is commonly cited (e.g., US10424517) for NMOS HKMG work function tuning, isn't that expensive anyway, and the...
  8. F

    Zhang Pingan: 5nm and 7nm are not the core. Huawei's computing power is already three times that of Nvidia chips.

    Yes, I was actually thinking the same :ROFLMAO:
  9. F

    Chinese media given tour of Intel Fab 52: here are their notes

    Another informal discussion with some more small fab details revealed by some Americans on the tour:
  10. F

    Chinese media given tour of Intel Fab 52: here are their notes

    (continued) Unfortunately, as I'm sure everyone can understand, taking photos or videos is not allowed inside Intel's wafer factory. Here I can only share some photos and videos provided by Intel officials and briefly talk to you about your impressions. This time we visited Fab 42 and...
  11. F

    Chinese media given tour of Intel Fab 52: here are their notes

    In August 2023, Fast Technology was one of only four Chinese media outlets to visit Intel's packaging and testing factory and laboratory in Malaysia , and gained an early understanding of the architectural design and technical features of the new Core Ultra (Meteor Lake) processor. Recently...
  12. F

    Zhang Pingan: 5nm and 7nm are not the core. Huawei's computing power is already three times that of Nvidia chips.

    According to Fast Technology on October 4, in the view of Zhang Pingan, Huawei's executive director and CEO of Huawei Cloud, chip process is not the core, what customers really need is high-quality computing results. Recently, Zhang Pingan publicly stated that Huawei Cloud Service has achieved...
  13. F

    Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A

    Going by 0.2 at Q1'25, I would have added 0.02 to the estimates afterwards: Q2'25: 0.17 Q3'25: 0.15 Q4'25-Q1'26: 0.13 But 0.15 still gets ~87% for 100 mm2 die
  14. F

    China expands rare earths restrictions, targets defense and chips users

    BEIJING, Oct 9 (Reuters) - China dramatically expanded its rare earths export controls on Thursday, adding five new elements and extra scrutiny for semiconductor users as Beijing tightens control over the sector ahead of talks between Presidents Donald Trump and Xi Jinping. The world's largest...
  15. F

    Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A

    Well, maybe 18A yield doesn't need press interpretation, Intel presented D0 trend chart here: https://www.tomshardware.com/pc-components/cpus/intels-18a-production-starts-before-tsmcs-competing-n2-tech-heres-how-the-two-process-nodes-compare In Q3 2024, D0 was said to be 0.4...
  16. F

    The U.S.-China rare earths gambit: Who blinks first?

    xLight trying to do the same in US.
  17. F

    The U.S.-China rare earths gambit: Who blinks first?

    China dramatically expanded its rare earths export controls on Thursday, adding five new elements and extra scrutiny for semiconductor users as Beijing tightens control over the sector ahead of talks between Presidents Donald Trump and Xi Jinping. The world's largest rare earths producer also...
  18. F

    China blacklists researchers that exposed Huawei chip secrets

    How does this test site work? It claims blocked URLs for entities which have provided information to China.
  19. F

    The HBF battle is underway, with Samsung reportedly joining the challenge against SK Hynix and Kioxia.

    Agreed, the power outage is not a driving reason. Probably the main driver is the much larger capacity, and also savings from no refresh. The endurance and latency are still drawbacks, so HBM cannot be completely replaced.
  20. F

    The HBF battle is underway, with Samsung reportedly joining the challenge against SK Hynix and Kioxia.

    Sandisk targets to deliver first samples of its HBF memory in the second half of calendar 2026 and expects samples of the first AI-inference devices with HBF to be available in early 2027...
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