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HBM consumes most of the DRAM but is the AI priority, then you have the LTAs, but even the latter may be vulnerable, as indicated in the article. So PC vendors are looking for alternative LTAs.
AI has created the DRAM shortage which the big suppliers happily exploit: https://wccftech.com/memory-suppliers-are-now-cherry-picking-customers/
"The ongoing DRAM supercycle has made suppliers the "king of the jungle", since the industry is now a seller's market, according to a report by...
HP Is Reportedly Left With Limited Choices but to Turn to Chinese Memory Suppliers Like CXMT to Combat DRAM Shortages
One of the largest PC manufacturers, HP, may look to Chinese memory suppliers to secure its DRAM supply, as all other options appear to be exhausted for now.
China's CXMT Could...
It looks like the context is AI SSDs: https://blocksandfiles.com/2026/01/06/nvidia-standardizes-gpu-cluster-kv-cache-offload-to-nvme-ssds/
I don't see any mention of HBF, although reportedly he was working with Kioxia and SK hynix on that.
I think the key new development here is that they have confirmed that the boxes of confidential materials were taken; before it seemed to be hearsay. So this begs the question of how TSMC could have let him take them. Presumably, it was under the agreement that he would not be joining Intel or...
It should be innocent until proven guilty, so they may have considered the materials in the boxes to be proof. Wei-Jen should have gotten a lawyer by now.
"Multipass or multiexposure flows" were supposed to be avoided for High-NA, or so goes the marketing. Apparently still necessary for <40 nm pitch, and stitching gives additional reason.
How Collaboration in High NA EUV and Transistor R&D Are Shaping Future Waves of Device Innovation
LoriScott Employee 12-15-2025
Semiconductor innovation has always been a team sport, with the most durable breakthroughs resulting from deep ecosystem collaboration starting in research and...
TSMC senior vice president Wei-Jen Lo has moved to Intel, drawing industry attention over potential risks to sensitive advanced-process expertise, and new details are now emerging. According to Liberty Times, industry sources say investigators searched Lo’ s residence in late November, seized...
CXMT is currently making 1x and 1z (G3 and G4) DRAM, so any impact to Samsung or SK hynix suggests they are still relying on these older nodes for revenue? Maybe just in China?
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...
