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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...
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
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...
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...
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...
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.
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...
By Su Ziyun | Published October 2, 2025, 5:15 PM
According to Korean media reports, Samsung Electronics has begun the conceptual design and early development of high-bandwidth flash memory (HBF) products, preparing to join a new round of battle in the memory market.
HBF's design concept is...
August 19, 2025 Junhua Zhang
China’s dominance over rare earths gives Beijing powerful leverage in trade, technology and strategic negotiations.
In a nutshell
- Beijing uses rare earth export controls to pressure the U.S. in trade disputes
- U.S. alternatives remain slow, costly and...
The EUV argument starting 12:20 falls apart when you consider Samsung.
I was also surprised by his characterization of US perception of manufacturing as a non-prestigious "blue-collar job" 17:40.
AI chip design startup, Tenstorrent, has announced it's working with a range of companies to build out its next-generation AI chips. These include TSMC, Samsung, and Japanese firm Rapidus, all of which will provide their latest 2nm process nodes to develop future AI hardware. CEO and AMD and...
To their credit, Intel has been a sort of guinea pig for High-NA EUV. Here's what they disclosed:
"The High NA POB (Projection Optics Box) is so large, it is not feasible to test and adjust the POB to final spec at the supplier. This means that initially the system will be shipped with a POB...
By Pablo Valerio 10.01.2025
The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan Semiconductor Manufacturing Company (TSMC) that spells the end of an era defined by predictably declining costs of transistors.
At the center of this...
