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Search results

  1. F

    Samsung and SK are expanding fast, but why is memory still in short supply?

    https://finance.yahoo.com/markets/stocks/articles/micron-hbm4-sold-turboquant-questions-014908722.html
  2. F

    SK Hynix to buy $8 billion in ASML chipmaking tools in largest disclosed order

    Interesting details from this disclosure: https://frederickchen.substack.com/p/estimating-euv-production-wafer-throughput
  3. F

    Samsung and SK are expanding fast, but why is memory still in short supply?

    The author likely only had info from her domestic sources. But the story is incomplete without Micron and how much it could produce. Presumably a similar story.
  4. F

    Intel CEO embraces its 18A node for external customers as 18A-P gets 'inbound interest' — company cites increasing yields

    The large swings of yield can come from the intrinsic variation of stochastic defect density, but other systematic factors related to process control can also be contributing, perhaps comparably.
  5. F

    Samsung GAA SF2, Exynos 2600, cross-section images

    2nm track pitch ~ 23 nm, going by this: https://gamma0burst.tistory.com/413218#google_vignette
  6. F

    Intel CEO embraces its 18A node for external customers as 18A-P gets 'inbound interest' — company cites increasing yields

    By Anton Shilov published March 5, 2026 But Intel is not out of the woods with its 18A node. When Lip-Bu Tan came to Intel last year, he considered stopping the promotion of the company's 18A (1.8nm-class) fabrication technology among potential external customers and making it yet another...
  7. F

    Terafab 21 March 2026

    It has some elements of putting everything in one basket, one location. Watch out for Austin hailstorms!
  8. F

    Inside Nanya Technology’s Turnaround: Why Global Memory Giants Are Buying In

    The named companies are SSD makers (even Cisco) who need DRAM (maybe even DDR5) as a cache component.
  9. F

    Samsung and SK are expanding fast, but why is memory still in short supply?

    Published: 12 Mar. 2026, 05:00 The AI boom is sending memory chip demand soaring — but don't expect new supply to catch up anytime soon. Even as Samsung Electronics and SK hynix ramp up spending, the bulk of their investments are going into infrastructure and advanced packaging rather than...
  10. F

    Antifuse OTP ROM

    I thought mainstream OTP is precisely breaking down a transistor's gate oxide! It can be made using advanced node CMOS. A 28nm 2T cell ~ 0.05 um2: https://ieeexplore.ieee.org/document/10183939
  11. F

    Fujitsu plans 1.4nm AI chip Japan-based production with Rapidus & Japan targets fivefold rise in domestically made chip sales by 2040

    They're targeting 25000 wafers per month: https://finance.yahoo.com/news/rapidus-secures-1-7-billion-135115782.html
  12. F

    Microsoft-backed startup Lace raises $40m series A

    So if it assumed that the kinetic energy of the atom is much less than the 20 eV excited state, then when it hits the resist, it will pretty much bounce off, and all the energy will be deposited at the surface. So the energy has to diffuse downward to the rest of the resist, probably via the...
  13. F

    Cu-Cu hybrid bonding, BESI or a Korean company?

    There have been reports, maybe rumors, that ASML would be entering this space as well?
  14. F

    Microsoft-backed startup Lace raises $40m series A

    20 eV internal energy could ionize, but the number of electrons wouldn't be as many as EUV. I wonder if this reduces the sensitivity significantly?
  15. F

    Norway’s Lace Lithography lands €34.5 million to extend Moore’s Law by replacing light with atoms

    Thanks for this info. Excited atomic state decay, that's interesting! I have to wonder the pathways (radiative, ionizing, etc.).
  16. F

    Norway’s Lace Lithography lands €34.5 million to extend Moore’s Law by replacing light with atoms

    Ok, so they indeed use a mask. Then that mask could presumably get sputtered. And for that matter, so could the resist.
  17. F

    Microsoft-backed start-up raises $40 million for helium atom beam lithography that could print chips at atomic resolution — 0.1nm beam is 135 times na

    Possibly appropriating the term "BEUV" is a mistake, since the EUV community first used that to mean a wavelength around half the current EUV wavelength, as a target next-generation wavelength. As I mentioned in my earlier comments here, the details of what they do are still not available...
  18. F

    Microsoft-backed startup Lace raises $40m series A

    I read about this in the last couple of days. Some key details are missing. First, how are these atoms produced? Plasma or ion beam? Second, how are they guided to the wafer? Direct-beam or through a mask? A focused beam will be low throughput. Can they have multiple beams which can be...
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