Semiwiki on LinkedIn Semiwiki on Facebook Semiwiki on Twitter Register / Log in 
Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/search/310888/?c[users]=Fred+Chen&o=date
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2030770
            [XFI] => 1060170
        )

    [wordpress] => /var/www/html
)

Search results

Search the forum Search Semiwiki WordPress
  1. 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...
  2. F

    Intel FAB 52/62 are High-Na capable

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

    Intel FAB 52/62 are High-Na capable

    It would be happening in Oregon first, but how much has really happened.
  4. 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.
  5. 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).
  6. 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...
  7. 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.
  8. 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...
  9. 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...
  10. F

    TSMC 3Q25 Earnings Conference Presentation Materials & Press Release

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

    TSMC 3Q25 Earnings Conference Presentation Materials & Press Release

    It seems to have also applied to N5 and N4 in Arizona (the "overseas fabs").
  12. 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...
  13. F

    Samsung 1c DRAM yield troubles

    They were counting on 1c advantage over the others.
  14. F

    Samsung 1c DRAM yield troubles

    Korean media: Samsung is considering disbanding the 1c DRAM task force, and the yield rate is less than half of the time, but it is still promoting mass production of HBM4 Author Su Ziyun | Release date October 15, 2025 13:30 According to the Chosun Ilbo, Samsung Electronics is discussing the...
  15. F

    ASML looks to calm fears over 2026 growth as it warns of China sales decline

    Surprsingly, CFO wanted to wait until January for a more firm statement on it: Stephane Houri ODDO BHF Corporate & Markets, Research Division Okay. And the follow-up would be about the gross margin in 2026. I know you're not giving guidance and you will say more in January. But given what you...
  16. F

    The Day Huawei’s CEO Bent the Knee in a Santa Clara Marriott

    How can they detect reverse engineering?
  17. F

    Zhang Pingan: 5nm and 7nm are not the core. Huawei's computing power is already three times that of Nvidia chips.

    His chief concern seems to be to play down the importance of chip process.
  18. F

    Taiwan sees no significant impact on chip sector from China rare earths curbs

    ASML has mentioned that they use rare earths: https://www.asml.com/en/news/stories/2023/6-ingredients-robust-supply-chain Some older etchers have rotating magnet as well.
  19. F

    Taiwan sees no significant impact on chip sector from China rare earths curbs

    Since the non-Chinese supply of rare-earths is very much smaller, there can be the issue of volatility or sensitivity to disruption. But I've read that the price for lanthanum, which is commonly cited (e.g., US10424517) for NMOS HKMG work function tuning, isn't that expensive anyway, and the...
  20. F

    Zhang Pingan: 5nm and 7nm are not the core. Huawei's computing power is already three times that of Nvidia chips.

    Yes, I was actually thinking the same :ROFLMAO:
Back
Top