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  1. 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.
  2. 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.
  3. 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...
  4. 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...
  5. 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).
  6. F

    Two signs that Intel 14A will be a winner

    The 14A pdk is still not released, as I understand it?
  7. 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.
  8. 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.
  9. 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.
  10. 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...
  11. F

    Lip-Bu Tan Update on 18A and 14A

    10nm failure was cobalt, that's why it was walked back in subsequent nodes.
  12. 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...
  13. F

    HP qualifying CXMT and other Chinese memory suppliers due to ongoing DRAM shortage

    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.
  14. F

    HP qualifying CXMT and other Chinese memory suppliers due to ongoing DRAM shortage

    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...
  15. F

    HP qualifying CXMT and other Chinese memory suppliers due to ongoing DRAM shortage

    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...
  16. F

    Exclusive: Jensen Huang’s Remark Sparks Storage Rally—Phison CEO Responds from CES

    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.
  17. F

    Musk: "They're getting clean rooms wrong in these modern (chip) fabs"

    Humidity and temperature are important for the litho bays. So at least keep the smoking and dining rooms separate from those.
  18. F

    CES 2026: Intel Core Ultra Series 3 Debuts as First Built on Intel 18A

    It's been known that Intel 3 library cell density is ~1.15-1.3X lower than TSMC N3E.
  19. F

    TSMC Advanced-Node Materials Reportedly Found at Lo’s Residence Amid Controversial Intel Hire

    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...
  20. F

    TSMC Advanced-Node Materials Reportedly Found at Lo’s Residence Amid Controversial Intel Hire

    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.
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