TSMC's Risky Bet Could Be Great News for Intel Investors

[Fred Chen]

What is the smallest feature (half pitch) that .33 EUV can print directly (before pitch doubling/quadrupling)?

This is dramatically dependent on resist. Most of the numbers in the literature assume metal oxide resist in use, as those studies are plentiful especially recently. But from the reports coming out of Korea going into last year, it looks like MOR is just getting worked on by companies (or company) other than the vendor Inpria (Lam even further behind).

 

[Tanj]

Also I have never heard of Dongjin Semichem, cool to see more players in that space.

Dongjin appear to be a captive supplier for Samsung. I've tried to get samples from them, as have established researchers known to me, and they do not answer enquiries.

 

[Fred Chen]

Dongjin appear to be a captive supplier for Samsung. I've tried to get samples from them, as have established researchers known to me, and they do not answer enquiries.

"Dongjin Semichem has been spurring the development of EUV PR development after the Japan’s export regulations in 2019. Through collaboration with Samsung Electronics, Dongjin Semichem succeeded in applying EUV PR in production lines for semiconductors, in addition to krypton fluoride (KrF), Argon Fluoride (ArF), and photo resist. Dongjin Semichem invested 112.7 billion KRW in the Baran Factory in Hwaseong-si, Gyeonggi-do to respond to PR demands. As Samsung Electronics uses Dongjin Semichem’s EUV PR, the potential for collaboration on inorganic EUV PR is brought up. SK Hynix is also showing an interest in inorganic PR."

So it could be Samsung goes with Dongjin, SK Hynix goes to JSR directly.

 

[Arthur Hanson]

As a trader and investor I value Barron's and use their comments section frequently for feedback. I also read the Economist, but more for trends than specific advice.

It is unfortunate that Yahoo Finance has become almost as much of a junk news site as CNBC. Yahoo used to be better. In fact, they would have surpassed CNBC's clickbait factor if not for the fact that CNBC has been on an accelerated path to being almost completely clickbait. Bloomberg has declined in article quality too, where you can't tell the difference between their editorials and their "news" articles. The Wall Street Journal is not far behind Bloomberg, but is more conservative-leaning and at least the news reporting is less editorialized, but the WSJ expanded their lifestyle, real estate, and fashion articles to the point where they're becoming obnoxious.

If a person is looking for financial analysis for high-tech, and especially semiconductors, there aren't many sources of objective expert analysis. Some of my non-technical friends occasionally forward me articles from Zacks and The Motley Fool, and they're useless too, if anything misleading. My brokerage firm's rating system for technical companies is laughable. Very disappointing.

 

[blueone]

As a trader and investor I value Barron's and use their comments section frequently for feedback. I also read the Economist, but more for trends than specific advice.

We get the Economist, because my wife insists. She's been a subscriber for decades. The same with the WSJ, although for a couple of decades her employer provided the WSJ to her for free. I've often wondered about Barron's, but recently I put myself through subscription rehab, meaning I added up the annual cost of all of our news, video, music, and shopping subscriptions, and was appalled and disgusted! So no new subscriptions are getting on the bus until one gets off.