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F
36 nm pitch has significant stochastic defectivity, which has been reported by Samsung and others (first by IMEC).
Samsung also...
Apr 6, 2026
S
18A minimum pitch is 36nm, a relatively "easy" pitch for EUV, and which the industry already also has experience with. So I don't see...
Apr 6, 2026
Fred, fwiw - The existing capacity has technically been technically been "reduced" as the makers have converted from DRAM to HBM. You...
Apr 6, 2026
Also No major manufacturer want to be left with empty Fabs once the over investment in AI is over.
Apr 6, 2026
B
The SK Hynix US Fab , will.become a reality?
Apr 5, 2026
BigTech is charting their Quantum computing future more clearly in 2026. Many roadmaps point to 2030 as key year. However this...
Apr 5, 2026
Interesting details from this disclosure: https://frederickchen.substack.com/p/estimating-euv-production-wafer-throughput
Apr 5, 2026
F
https://finance.yahoo.com/markets/stocks/articles/micron-hbm4-sold-turboquant-questions-014908722.html
Apr 5, 2026
Isn't Rapidus's 2nm effort at least partially funded in this manner?
(note, I'm not advocating this 'as a good method').
Apr 5, 2026
I can’t say this is good for Intel. Rather, I would say it indicates that Intel is still in significant financial trouble. Are we really...
Apr 5, 2026
It was mostly Pat. DZ is a good soldier. It would work if the ramp ever came but it did not.
We need to make sure we look at actuals vs...
Apr 5, 2026
It helps allow intel to make the decision. But the fundamentals have not changed from what DZ said a while ago. "IFS is not investable...
Apr 5, 2026
This is good as the terms of the agreement were very punishing if milestones were not met (they were not met).
Intel now does not have...
Apr 5, 2026
That is one thing CC Wei brought to the table with TSMC, manufacturing discipline. Every since CC Wei took over from Mark Liu (6/2024)...
Apr 5, 2026
It's intrinsic to EUV process:
Apr 5, 2026
Xebec replied to the thread Samsung and SK are expanding fast, but why is memory still in short supply?.Fred, fwiw - The existing capacity has technically been technically been "reduced" as the makers have converted from DRAM to HBM. You...
Like.
Also No major manufacturer want to be left with empty Fabs once the over investment in AI is over.
user nl posted the thread The Quantum Foundry: Google Including Neutral Atom Qubit Approach in SemiWiki Main Forum ( Ask the Experts! ).BigTech is charting their Quantum computing future more clearly in 2026. Many roadmaps point to 2030 as key year. However this...
Daniel Nenni replied to the thread Samsung and SK are expanding fast, but why is memory still in short supply?.That is one thing CC Wei brought to the table with TSMC, manufacturing discipline. Every since CC Wei took over from Mark Liu (6/2024)...