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E
"We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake,"...
Jan 23, 2026
E
During today's earnings call, Intel CEO Li-Bu Tan mentioned that Intel 14A PDK version 0.5 is out for two customers.
Jan 23, 2026
F
Yes, pellicles have been taken for granted with DUV (<$1000). The one in the article is >$40,000.
"The economics around pellicles have...
Jan 23, 2026
F
Thats a pricey pellicle , no wonder each mask 500k+
Jan 23, 2026
B
Thats a pricey pellicle , no wonder each mask 500k+
Jan 22, 2026
B
Even if NVIDIA are , means what?
Jan 22, 2026
M
Unless Apple introduces another major breakthrough, it will be difficult to see a significant increase in demand driven solely by its...
Jan 22, 2026
A
During today's earnings call, Intel CEO Li-Bu Tan mentioned that Intel 14A PDK version 0.5 is out for two customers.
Jan 22, 2026
M
TSMC is actually making its own, rather than relying on Mitsui...
Jan 22, 2026
F
TSMC is actually making its own, rather than relying on Mitsui...
Jan 22, 2026
F
https://semiwiki.com/lithography/361580-euv-lithography-without-pellicles-accounting-for-low-yields/
Jan 22, 2026
F
Strange that it's only being deployed at Taylor, not in South Korea.
Jan 22, 2026
F
Date : 2026-01-22 10:04
Samsung Electronics will introduce the 'extreme ultraviolet (EUV) pellicle', a key component that will...
Jan 22, 2026
B
Good signals on foundry capabilities
Terrible signals all over the place otherwise
If one is to be long INTC at this point, it’s very...
Jan 22, 2026
B
Intel Corporation reported its fourth quarter 2025 earnings, showcasing a strong performance with earnings per share (EPS) of $0.15...
Jan 22, 2026
Like.
"We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake,"...