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107% by Jan 2027.
Dec 28, 2025
In my experience yield is more likely to asymptotically approach 100% (usually more like 95-98% for a mature process) than increase...
Dec 28, 2025
100% YIELD also i doubt it's at 44% rn should be mid 60-70% from the rumors i have seen for PTL 🤣 🤣
Dec 28, 2025
This is how it would look like, best case:
Dec 28, 2025
Great Comment. I agree on need for 20A. And reasons for not ramping it
I just respond to what the IFS people said to us. I think...
Dec 28, 2025
Great Update. Thanks.
Dec 28, 2025
I definitely don't think AMD will have anything on IFS but Nvidia did like RTX 30 on Samsung 8nm so I wonder why 18A-P or 14A derivative...
Dec 28, 2025
I don't think it was a case of being misleading. I honestly believe that Gelsinger didn't fully understand the market and didn't fully...
Dec 28, 2025
S
I don't think it was a case of being misleading. I honestly believe that Gelsinger didn't fully understand the market and didn't fully...
Dec 28, 2025
200mm 90nm should be available from several foundries. For small volume and high end nodes (less than 65nm), you can try MPW wafers...
Dec 28, 2025
We have customer using ASML stepper for 200mm at the nodes for at least 110nm , I dunno if they do 90nm and below though
Dec 28, 2025
A
I don't think it was a case of being misleading. I honestly believe that Gelsinger didn't fully understand the market and didn't fully...
Dec 27, 2025
F
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...
Dec 27, 2025
F
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 27, 2025
F
I've said it before and I'll say it again. There was a need for 20A. It was a necessary step in the development of 18A. Even in...
Dec 27, 2025
Daniel Nenni reacted to ChrisGar's post in the thread Intel at Barclays 2025: Roadmap, manufacturing, demand and margins under pressure with
Haha.
107% by Jan 2027.
Like.
In my experience yield is more likely to asymptotically approach 100% (usually more like 95-98% for a mature process) than increase...
200mm 90nm should be available from several foundries. For small volume and high end nodes (less than 65nm), you can try MPW wafers...