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  1. F

    I think Substrate is a $1 Billion Fraud: Part 1

    It has no US patent applications since 2017, based on assignees list here: https://patents.google.com/?q=(X-ray+lithography+optics+pattern+wafer+nm)&country=US&after=priority:20170101&oq=(X-ray+lithography+optics+pattern+wafer+nm)+country:US+after:priority:20170101
  2. F

    New startup, Substrate, looking to compete against ASML

    "These bright pulses of light are transported and shaped by a succession of perfectly polished optics all the way to the silicon wafer." The missing piece is the mask, or reticle. https://substrate.com/our-purpose
  3. F

    New startup, Substrate, looking to compete against ASML

    Apparently, he will not sell this to TSMC, he wants to create his own US-based foundry to compete against TSMC. I suppose he will even compete against Intel.
  4. F

    New startup, Substrate, looking to compete against ASML

    Literally giving their life for their work.
  5. F

    Ex-TSMC Senior VP Wei-Jen Lo Said to Join Intel as Head of R&D — Inside the Career of TSMC’s Most Elusive Veteran

    It's likely he co-wrote or contributed to the policy.
  6. F

    New startup, Substrate, looking to compete against ASML

    I noticed his setup lacked any radiation hazard signs, which should be required for X-ray accelerators. The single-layer prints aren't any better than something that can be done by nanoimprint, which leads to the question of how to control overlay, among other things. X-rays also have worse...
  7. F

    Ex-TSMC Senior VP Wei-Jen Lo Said to Join Intel as Head of R&D — Inside the Career of TSMC’s Most Elusive Veteran

    TSMC has a strong trade secret protection ("Proprietary Information Protection") policy. So, not sure what he can divulge.
  8. F

    Intel's pivotal 18A process is making steady progress, but still lags behind — yields only set to reach industry standard levels in 2027

    Intel's management revealed during the company's Q3 2025 earnings call that while its 18A fabrication process is progressing predictably, with usable yields, enabling the company to begin ramping production of the Core Ultra 300-series processors, codenamed Panther Lake. However, the ramp-up of...
  9. F

    Intel FAB 52/62 are High-Na capable

    Resist blur is more important than the EUV NA.
  10. F

    Intel FAB 52/62 are High-Na capable

    It would be happening in Oregon first, but how much has really happened.
  11. F

    Intel FAB 52/62 are High-Na capable

    18A pitches are too large for High-NA. Or, another way of putting it, if they say they are using single exposure with Low-NA, then the High-NA is disadvantageous due to one-third depth of focus. If they're planning 14A in Fab 52 asap, it sounds like 18A is relatively short-lived.
  12. F

    Intel FAB 52/62 are High-Na capable

    20 mJ/cm2 is too low. That's for the development-only EXE:5000, which is actually discontinued (5 systems total). The EXE:5200 dose was upped to 50 mJ/cm2 (175 WPH).
  13. 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...
  14. 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.
  15. 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...
  16. 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...
  17. F

    TSMC 3Q25 Earnings Conference Presentation Materials & Press Release

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

    TSMC 3Q25 Earnings Conference Presentation Materials & Press Release

    It seems to have also applied to N5 and N4 in Arizona (the "overseas fabs").
  19. 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...
  20. F

    Samsung 1c DRAM yield troubles

    They were counting on 1c advantage over the others.
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