You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
Just a few weeks ago, they were delaying the launch of the Texas fab even: https://www.trendforce.com/news/2025/07/04/news-samsung-reportedly-delays-texas-fab-launch-amid-client-shortage/ The construction deadline has been pushed to the end of October 2025. The process is still TBD it seems.
As I've been informed https://www.linkedin.com/feed/update/urn:li:activity:7353000817206980608?commentUrn=urn%3Ali%3Acomment%3A%28activity%3A7353000817206980608%2C7355188929756610561%29&dashCommentUrn=urn%3Ali%3Afsd_comment%3A%287355188929756610561%2Curn%3Ali%3Aactivity%3A7353000817206980608%29...
The basic problem is ASML wants control over the light source. That's the reasoning behind the Cymer acquisition.
The previous American lithography machine maker SVG was also acquired by ASML.
Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling a more cautious rollout amid ongoing DRAM redesign efforts.
The company originally planned to start mass production of its 12-high HBM4 modules, which are...
Well, CFO had also mentioned that with the 18A test chips they had lost some customers: https://www.reuters.com/business/intel-has-limited-customer-commitments-latest-chip-manufacturing-tech-cfo-says-2025-05-13/.
I wonder what's the business model. Besides ASML, who is skeptical and more motivated to continue their own LPP technology, can't imagine another customer.
Well that's a pity. It also seems they ruled out any domestic location with the "massive national economic uncertainty."
I guess there's also the complication of the fab JV with Kioxia.
The key thing was there were plenty of domestic design clients that TSMC could serve. Also, at the time, making commodity DRAM was more capital-intensive. Key technology IP was also licensed.
The world’s largest computer chip manufacturing equipment vendor, ASML, has said that it might fall short of its 2026 growth targets, CNBC reported. The company made this announcement on July 16, even as ASML Q2 2025 results surpassed analyst expectations.
ASML’s Q2 net sales stood at 7.7...
"prototyping of 2nm GAA transistors and attaining electrical characteristics" sounds like very basic, low sample size, like they're just starting.
"Fully single-wafer processing" sounds like low volume, which might be expected in the starting stage.
These two nodes seem quite similar, unless the TSMC-like naming threw me off.
TSMC puts 12 and 16 in the same family: https://www.tsmc.com/english/dedicatedFoundry/technology/logic/l_16_12nm
MediaTek is already an Intel 16 customer.
