You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
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...
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.
"Multipass or multiexposure flows" were supposed to be avoided for High-NA, or so goes the marketing. Apparently still necessary for <40 nm pitch, and stitching gives additional reason.
How Collaboration in High NA EUV and Transistor R&D Are Shaping Future Waves of Device Innovation
LoriScott Employee 12-15-2025
Semiconductor innovation has always been a team sport, with the most durable breakthroughs resulting from deep ecosystem collaboration starting in research and...
TSMC senior vice president Wei-Jen Lo has moved to Intel, drawing industry attention over potential risks to sensitive advanced-process expertise, and new details are now emerging. According to Liberty Times, industry sources say investigators searched Lo’ s residence in late November, seized...
CXMT is currently making 1x and 1z (G3 and G4) DRAM, so any impact to Samsung or SK hynix suggests they are still relying on these older nodes for revenue? Maybe just in China?
On X, user JD passed me this video where then GlobalFoundries CEO Tom Caulfield mentions at ~16:45 that one went back to ASML for refurbishment, the other went to a "research organization." If this research organization had been IMEC or CNSE (Albany), they would have happily announced the...
EUV spare parts shouldn't be floating around since the customers would need all they can get and ASML also has to keep track of them. GlobalFoundries in fact is the loose end since it's an ex-EUV customer, but it sold its EUV tools legitimately so that China actually had one. The question is...
I had been wondering for a while how China could possibly get ASML EUV parts through sales. Now it seems there might be an answer: https://news.eeworld.com.cn/manufacture/ic511949.html
"We know that GlobalFoundries had two early EUV machines, one of which was installed, but ultimately sold both...
Wasn't the yield improvement rate 7%/month? https://www.techpowerup.com/343063/intel-18a-yields-rise-7-per-month-paving-way-for-panther-lake-mass-production
The end of 2026 is 12 months away, so their yields are less than (100-7*12)=16%? Or should it be 7% compounded: 100/(1.07)^12 = 44.4%?
16. December 2025 06:06 Samir Bashir
Intel took the stage at the Barclays Global Technology Conference 2025 to dive deep into the company’s progress, challenges and strategic shifts. John Pitzer, Corporate Vice President of Corporate Planning and Investor Relations, provided a remarkably candid...
I'm pretty sure China hasn't finalized any EUV light source. Chinese published research in this area is very active. They've covered 11 nm wavelength with Xe plasma (as the Russians have), and have moved on to 6.7 nm wavelength (half ASML's wavelength) with Gd plasma. The synchrotron in Shanghai...
Agreed that with the move to chiplets, packaging becomes the new frontier, e.g., the Ascend 910C and future versions. In China, packaging for Huawei is not likely to be done by SMIC but by an OSAT like JCET.
It's hard to understand the definition of "catch up" in China. Sometimes, it appears...
China has been doing its own EUV work using the synchrotron at Shanghai. Assuming it has access to SPIE papers (there are also SPIE publications from China), it is probably up to speed on EUV issues status. It likely won't jump in with the stochasticity being well-known by now.
This is where you can be sure the story is bogus. The parts can only fit the system they were built for. A Nikon or Canon part obviously won't fit. Used EUV mirrors were on the market? From whom?
