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  1. F

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

    The trend for recognized sales is pretty sobering: Shifting the focus to High-NA further exacerbates this, as they are expected to have slower recognition. As Intel has noted, "The High NA POB is so large, it is not feasible to test and adjust the POB to final spec at the supplier. This means...
  2. F

    TSMC to make advanced 2-nm chips in US sooner to meet AI demand

    Has any High-NA sales been recognized yet? Intel reported mirror replacement at SPIE. The trend of EUV recognized sales per quarter is so far declining this year.
  3. F

    Intel Foundry reportedly secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node

    On the other hand..https://www.reuters.com/business/microsofts-next-gen-ai-chip-production-delayed-2026-information-reports-2025-06-27/ June 27 (Reuters) - Microsoft's (MSFT.O) next-generation Maia AI chip is facing a delay of at least six months, pushing its mass production to 2026 from 2025...
  4. F

    Intel Foundry reportedly secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node

    When Intel and Microsoft announced their plan to build a 'custom processor' on Intel's 18A fabrication process in early 2024, neither of the companies even hinted at the purpose of that silicon, leaving a lot of space for guesswork and interpretation by industry observers. Today, SemiAccurate...
  5. F

    TSMC 3Q25 Earnings Conference Presentation Materials & Press Release

    They're pretty much proving multipatterning not a big deal.
  6. F

    TSMC 3Q25 Earnings Conference Presentation Materials & Press Release

    It seems to have also applied to N5 and N4 in Arizona (the "overseas fabs").
  7. F

    TSMC 3Q25 Earnings Conference Presentation Materials & Press Release

    It seems like on its key leading edge fronts, margins are being diluted: Okay. Sunny, yes, it’s too early to talk about 2026. But you already mentioned about the N2 dilution. And as all the new node when they just come out, the N2 will have dilution in our gross margin in 2026. But at the same...
  8. F

    Samsung 1c DRAM yield troubles

    They were counting on 1c advantage over the others.
  9. 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...
  10. 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...
  11. F

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

    How can they detect reverse engineering?
  12. 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.
  13. 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.
  14. 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...
  15. 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:
  16. 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:
  17. 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...
  18. 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...
  19. 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...
  20. 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
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