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E
In my experience yield is more likely to asymptotically approach 100% (usually more like 95-98% for a mature process) than increase...
Dec 27, 2025
E
the revisionist history is quite stunning here.
2021: 18A was the external version of the Internal node. 50 products being testing...
Dec 27, 2025
L
Some project need low volume, compared to what 300m wafer may offer.
200mm wafer is the best choice, but limited by the process node ...
Dec 27, 2025
C
Happy Holidays! It really was a great one this year. Food, family, friends, boating, definitely one of the better holidays!
Nvidia was...
Dec 26, 2025
S
Great website: It is now growing at 1.7%. It is projected to grow at 2.5% annually through 2035 IF we build all the datacenters.
Seems...
Dec 26, 2025
C
the revisionist history is quite stunning here.
2021: 18A was the external version of the Internal node. 50 products being testing...
Dec 26, 2025
A
Don't know if you consider chip sets logic, but I seem to recall Intel's P1265 process running near 98% eventually. Of course that was...
Dec 26, 2025
This is how it would look like, best case:
Dec 26, 2025
107% by Jan 2027.
Dec 26, 2025
A
the revisionist history is quite stunning here.
2021: 18A was the external version of the Internal node. 50 products being testing...
Dec 26, 2025
C
107% by Jan 2027.
Dec 26, 2025
L
The end of damming rivers started in the 1960s, the complete until very recently end of licencing new nuclear power plants began with...
Dec 26, 2025
R
I am not sure what this ("Domestic") means:
Micron makes vast majority of HBM in Asia. DRAM Wafers and packaging
All of the HBM units...
Dec 26, 2025
Glass half full - at least AI seems to be marginally more useful than cryptomining that is *still* growing in energy use (and...
Dec 26, 2025
We have NIMBY “protectors” of all political persuasions who keep us from building - Reich’s protecting us from student noise pollution...
Dec 26, 2025
Like.
In my experience yield is more likely to asymptotically approach 100% (usually more like 95-98% for a mature process) than increase...
hist78 reacted to Fred Chen's post in the thread Intel at Barclays 2025: Roadmap, manufacturing, demand and margins under pressure with
Xebec replied to the thread AI data centers are forcing dirty ‘peaker’ power plants back into service.Glass half full - at least AI seems to be marginally more useful than cryptomining that is *still* growing in energy use (and...