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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.
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...
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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...
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...
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...
