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  1. F

    Xiangdi 5nm GPU completes tape-out verification

    Xiangdixian is the key player here; it almost dissolved last year, but apparently got bailed out by Anfu (a battery developer?), probably with government arrangement. At its website, Xiangdixian maintains it is doing domestic GPU production; it previously used 12nm, which likely came from TSMC...
  2. F

    Xiangdi 5nm GPU completes tape-out verification

    This development, which happened a little over two months ago, may not signify much in the GPU world (compared to Huawei and NVIDIA obviously), but a 5nm GPU tapeout in China at this point is significant, since last November TSMC and Samsung have stopped shipping AI-related chips at 7nm and...
  3. F

    Xiangdi 5nm GPU completes tape-out verification

    On September 3, Anfu Technology stated on its interactive platform that the new generation "Fuxi" architecture chip developed by Xiangdi has completed tape-out verification. The chip performs excellently in terms of graphics rendering capabilities and parallel computing performance. It is...
  4. F

    Hefei-based Lumiverse reveals current status of EUV technology in China

    China uses groundbreaking desktop-sized EUV light source to make 14-nanometre chips Hefei-based company improves manufacture of the semiconductors used to power industrial automation and electric cars Zhang Tong in Beijing Published: 2:00pm, 21 Nov 2025 Updated: 6:27pm, 21 Nov 2025 Chinese...
  5. F

    Wei-Jen Lo Suspected of Taking Trade Secrets to Intel

    With a good faith retirement, you don't need to take any work-related documents with you.
  6. F

    Wei-Jen Lo Suspected of Taking Trade Secrets to Intel

    https://www.trendforce.com/news/2025/11/21/news-intel-ceo-lip-bu-tan-denies-allegations-that-former-tsmc-exec-brought-trade-secrets-in/ With speculation mounting that former TSMC SVP Wei-Jen Lo may have taken key materials to Intel, the company’s CEO Lip-Bu Tan has spoken out in response...
  7. F

    Wei-Jen Lo Suspected of Taking Trade Secrets to Intel

    "he left with more than 20 boxes of handwritten documents compiled by his staff."
  8. F

    Wei-Jen Lo Suspected of Taking Trade Secrets to Intel

    Even if he handwrote everything, that still counts as trade secrets.
  9. F

    Nikon Renews Patent Battle with ASML: final capitulation by Nikon in lithography?

    EUV is less predictable than previous litho technologies, because it is fundamentally a stochastic process. A lot of money will be burned. Unfortunately, some of the thinking behind not using EBL, which found the need to use Monte Carlo simulations, did not get used.
  10. F

    Intel AI Leader Sachin Katti Decamps To OpenAI

    By Dylan Martin, Wade Tyler Millward November 10, 2025, 5:25 PM EST Intel CEO made Katti the company’s chief technology and artificial intelligence officer in April. Sachin Katti, Intel’s chief technology and artificial intelligence officer, is leaving the chipmaker for ChatGPT creator OpenAI...
  11. F

    I think Substrate is a $1 Billion Fraud: Part 1

    It has no US patent applications since 2017, based on assignees list here: https://patents.google.com/?q=(X-ray+lithography+optics+pattern+wafer+nm)&country=US&after=priority:20170101&oq=(X-ray+lithography+optics+pattern+wafer+nm)+country:US+after:priority:20170101
  12. F

    New startup, Substrate, looking to compete against ASML

    "These bright pulses of light are transported and shaped by a succession of perfectly polished optics all the way to the silicon wafer." The missing piece is the mask, or reticle. https://substrate.com/our-purpose
  13. F

    New startup, Substrate, looking to compete against ASML

    Apparently, he will not sell this to TSMC, he wants to create his own US-based foundry to compete against TSMC. I suppose he will even compete against Intel.
  14. F

    New startup, Substrate, looking to compete against ASML

    Literally giving their life for their work.
  15. F

    Ex-TSMC Senior VP Wei-Jen Lo Said to Join Intel as Head of R&D — Inside the Career of TSMC’s Most Elusive Veteran

    It's likely he co-wrote or contributed to the policy.
  16. F

    New startup, Substrate, looking to compete against ASML

    I noticed his setup lacked any radiation hazard signs, which should be required for X-ray accelerators. The single-layer prints aren't any better than something that can be done by nanoimprint, which leads to the question of how to control overlay, among other things. X-rays also have worse...
  17. F

    Ex-TSMC Senior VP Wei-Jen Lo Said to Join Intel as Head of R&D — Inside the Career of TSMC’s Most Elusive Veteran

    TSMC has a strong trade secret protection ("Proprietary Information Protection") policy. So, not sure what he can divulge.
  18. F

    Intel's pivotal 18A process is making steady progress, but still lags behind — yields only set to reach industry standard levels in 2027

    Intel's management revealed during the company's Q3 2025 earnings call that while its 18A fabrication process is progressing predictably, with usable yields, enabling the company to begin ramping production of the Core Ultra 300-series processors, codenamed Panther Lake. However, the ramp-up of...
  19. F

    Intel FAB 52/62 are High-Na capable

    Resist blur is more important than the EUV NA.
  20. F

    Intel FAB 52/62 are High-Na capable

    It would be happening in Oregon first, but how much has really happened.
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