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On X, user JD passed me this video where then GlobalFoundries CEO Tom Caulfield mentions at ~16:45 that one went back to ASML for refurbishment, the other went to a "research organization." If this research organization had been IMEC or CNSE (Albany), they would have happily announced the...
EUV spare parts shouldn't be floating around since the customers would need all they can get and ASML also has to keep track of them. GlobalFoundries in fact is the loose end since it's an ex-EUV customer, but it sold its EUV tools legitimately so that China actually had one. The question is...
I had been wondering for a while how China could possibly get ASML EUV parts through sales. Now it seems there might be an answer: https://news.eeworld.com.cn/manufacture/ic511949.html
"We know that GlobalFoundries had two early EUV machines, one of which was installed, but ultimately sold both...
Wasn't the yield improvement rate 7%/month? https://www.techpowerup.com/343063/intel-18a-yields-rise-7-per-month-paving-way-for-panther-lake-mass-production
The end of 2026 is 12 months away, so their yields are less than (100-7*12)=16%? Or should it be 7% compounded: 100/(1.07)^12 = 44.4%?
16. December 2025 06:06 Samir Bashir
Intel took the stage at the Barclays Global Technology Conference 2025 to dive deep into the company’s progress, challenges and strategic shifts. John Pitzer, Corporate Vice President of Corporate Planning and Investor Relations, provided a remarkably candid...
I'm pretty sure China hasn't finalized any EUV light source. Chinese published research in this area is very active. They've covered 11 nm wavelength with Xe plasma (as the Russians have), and have moved on to 6.7 nm wavelength (half ASML's wavelength) with Gd plasma. The synchrotron in Shanghai...
Agreed that with the move to chiplets, packaging becomes the new frontier, e.g., the Ascend 910C and future versions. In China, packaging for Huawei is not likely to be done by SMIC but by an OSAT like JCET.
It's hard to understand the definition of "catch up" in China. Sometimes, it appears...
China has been doing its own EUV work using the synchrotron at Shanghai. Assuming it has access to SPIE papers (there are also SPIE publications from China), it is probably up to speed on EUV issues status. It likely won't jump in with the stochasticity being well-known by now.
This is where you can be sure the story is bogus. The parts can only fit the system they were built for. A Nikon or Canon part obviously won't fit. Used EUV mirrors were on the market? From whom?
By Chris Mellor November 21, 2025
The NAND industry is facing a 3-year NAND chip output shortage as new fabs will take years to build.
This was the message from Solidigm at an A3 Tech Live session in London. The company is a 100 percent owned subsidiary of SK hynix who bought it from Intel...
So far, all that TechInsights has released without subscription is that it had "aggressively scaled metal pitch using DUV multi-patterning." So it's possible.
Their own High-NA update a few days ago makes no mention of any node, let alone 14A.
https://community.intel.com/t5/Blogs/Intel-Foundry/Systems-Foundry-for-the-AI-Era/How-Collaboration-in-High-NA-EUV-and-Transistor-R-D-Are-Shaping/post/1730050
The launch of Pax Silica ended the fragile trade truce established between President Trump and President Xi Jinping in November 2025. Chinese officials see the initiative as a fundamental threat to their industrial goals and a violation of that agreement’s spirit.
In response, China’s Ministry...
Taiwan’s status was one of the most closely watched aspects of the summit. As home to TSMC and a central player in the semiconductor industry, Taiwan was designated a “guest contributor” rather than a founding member. State Department officials highlighted Taiwan’s importance as a trading...
