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  1. F

    Samsung will first introduce EUV pellicle to US Taylor fab

    Yes, pellicles have been taken for granted with DUV (<$1000). The one in the article is >$40,000. "The economics around pellicles have encouraged divergent approaches. DUV pellicles are relatively inexpensive, at about $720, which has enabled their widespread use in earlier nodes. However, EUV...
  2. F

    Samsung will first introduce EUV pellicle to US Taylor fab

    TSMC is actually making its own, rather than relying on Mitsui: https://semiwiki.com/forum/threads/tsmc-repurposing-old-fabs-to-bring-euv-pellicle-production-in-house.23593/
  3. F

    Samsung will first introduce EUV pellicle to US Taylor fab

    Strange that it's only being deployed at Taylor, not in South Korea.
  4. F

    Samsung will first introduce EUV pellicle to US Taylor fab

    Date : 2026-01-22 10:04 Samsung Electronics will introduce the 'extreme ultraviolet (EUV) pellicle', a key component that will increase the productivity of advanced semiconductor processes, for the first time at the Taylor fab being built in the United States. Until now, it was unclear whether...
  5. F

    KeyBanc's TSMC/Intel/Samsung yield benchmark (1/13/2026)

    LBT: We are now shipping our first products built on Intel 18A – the most advanced semiconductor process developed and manufactured on U.S. soil. As stated earlier, yields continue to improve steadily as we work to ramp the supply needed to meet strong customer demand.
  6. F

    KeyBanc's TSMC/Intel/Samsung yield benchmark (1/13/2026)

    It looks like they were comparing process yields. Backend would not be 18A-specific.
  7. F

    Samsung’s U.S. Taylor Facility Reportedly Becomes Top Choice for Customers Looking Beyond TSMC, as Intel Struggles with “Execution Challenges”

    M More like a different game now than a return. If you're talking about Intel Products, everything changed after NVIDIA started dominating AI.
  8. F

    KeyBanc's TSMC/Intel/Samsung yield benchmark (1/13/2026)

    "We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake," Vinh and Rosumny said. "While not best in class, as TSMC (TSM) was at 70-80% when it launched 2nm, with INTC's aspirations of being the #2 foundry supplier...
  9. F

    Two signs that Intel 14A will be a winner

    I thought the column headings were the respective conference paper references. N3E is a looser track pitch than N3B, with a 169 nm cell height, but it's still denser than N5P 210 nm.
  10. F

    Two signs that Intel 14A will be a winner

    Right, it's early for getting a 14A customer, so in that sense the Ohio build should not be related. 18A or 18A-P probably.
  11. F

    Samsung’s U.S. Taylor Facility Reportedly Becomes Top Choice for Customers Looking Beyond TSMC, as Intel Struggles with “Execution Challenges”

    I could not find the reference to "execution challenges", but it seems a couple of reasons Samsung would be currently preferred over Intel are Samsung is already well-known (though maybe not entirely favorably) in foundry world as a TSMC alternative, and people are waiting to see how Panther...
  12. F

    Samsung’s U.S. Taylor Facility Reportedly Becomes Top Choice for Customers Looking Beyond TSMC, as Intel Struggles with “Execution Challenges”

    Muhammad Zuhair Jan 19, 2026 at 11:59am EST Samsung's chip operations in the US are now gaining the spotlight, as a report reveals the Korean giant is attracting massive interest from fabless customers. Samsung's Prior Commitments With the Likes of NVIDIA & Apple Gives Them a Massive Edge Over...
  13. F

    Two signs that Intel 14A will be a winner

    Intel will reserve and likely use the option not to use 0.55NA for 14A: depth of focus, resist blur, mask challenges (https://www.spiedigitallibrary.org/conference-proceedings-of-spie/13655/136550G/Intel-is-paving-the-way-to-state-of-the-art/10.1117/12.3075863.full).
  14. F

    Two signs that Intel 14A will be a winner

    The 14A pdk is still not released, as I understand it?
  15. F

    SK hynix completes Wuxi 1a DRAM conversion

    However they wanna do it, maybe finish the capacitor, then stop and pull the wafers out. Strictly speaking, the Wuxi fab would only have a partial conversion.
  16. F

    SK hynix completes Wuxi 1a DRAM conversion

    Packaging at a different location is normal, but separated FEOL and BEOL is not, if you're doing HVM.
  17. F

    SK hynix completes Wuxi 1a DRAM conversion

    The shipping of wafers to China is an interruption in an otherwise smooth flow; it would be much easier for them to have a non-EUV flow all in China.
  18. F

    SK hynix completes Wuxi 1a DRAM conversion

    Date : 2026-01-14 14:14 Page : 2026-01-15 SK hynix has upgraded its Wuxi plant (fab) in China, a key base for DRAM production. It is evaluated that the process conversion has been completed amid US public semiconductor sanctions and the production base has been expanded. According to the...
  19. F

    Lip-Bu Tan Update on 18A and 14A

    10nm failure was cobalt, that's why it was walked back in subsequent nodes.
  20. F

    Lip-Bu Tan Update on 18A and 14A

    Intel's current capital expenditure (CapEx) plan does not include investments in 14A capacity for third-party clients. Hence, even if Intel lands an order from a major customer (think Apple, AMD, Nvidia, or Qualcomm), it will have to invest in additional capacity, which will delay Intel Foundry...
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