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F
The baseline defectivity is high even for a 40 nm pitch:
Since it fluctuates, you can have very good yield at times, very bad also...
Apr 7, 2026
S
Fred, there are chip manufacturers that are very much able to print such patterns with EUV, and with very high yield. So certainly...
Apr 7, 2026
Not many HBM teardowns available but I had taken recent die area efficiency for the array ~50%, with TSVs ~10% (a strip down the...
Apr 7, 2026
F
Very interesting.
Apr 7, 2026
U
Very interesting.
Apr 7, 2026
U
It's intrinsic to EUV process:
Apr 7, 2026
S
So did Intel? Intel also began to work on Co Packaged optics and bunch of others before TSMC its just a Intel habit of being too early...
Apr 7, 2026
S
1000% agree - when I read Intel doing this originally, it changed my mind from "they are hurting" to "they are going to be insolvent...
Apr 7, 2026
F
They are different.
Rapidus is funded by the Japanese government (through grants and share purchases) and by many Japanese companies...
Apr 7, 2026
M
Mr. Chandrasekaran probably doesn’t know that TSMC began working on advanced packaging as far back as 2009.
The following text is part...
Apr 6, 2026
Intel's process variability is at least partially a result of their historical needs. As a CPU manufacturer they have always been able...
Apr 6, 2026
Sixteen miles north of Albuquerque, in Rio Rancho, New Mexico, an Intel chip plant sits on more than 200 acres of land. The site was...
Apr 6, 2026
Mr. Chandrasekaran probably doesn’t know that TSMC began working on advanced packaging as far back as 2009.
The following text is part...
Apr 6, 2026
B
Sanders is an idiot.
Apr 6, 2026
A
Sanders is an idiot.
Apr 6, 2026
Xebec reacted to Fred Chen's post in the thread Samsung and SK are expanding fast, but why is memory still in short supply? with
Like.
Not many HBM teardowns available but I had taken recent die area efficiency for the array ~50%, with TSVs ~10% (a strip down the...
hist78 reacted to Artificer60's post in the thread Intel CEO embraces its 18A node for external customers as 18A-P gets 'inbound interest' — company cites increasing yields with
Haha.
Sanders is an idiot.