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A
Yes, IP companies have PDK .5 and above. It came with a big check for porting services. Select TSMC N2 IP is being moved over. No...
Apr 14, 2026
F
Glad to see Charlie is still around to pat himself on the back. :ROFLMAO: SemiAccurate is one of the sites I based SemiWiki on. I used...
Apr 14, 2026
S
Isn't the key motivation that Mo doesn't need a barrier liner, so it could fill more of the smaller contact?
Apr 14, 2026
N
a conference at Portland, Oregon, Apr 14-16, 2026, link = https://www.techinsights.com/2026-cmc-conference
. Entegris, "Enabling the...
Apr 14, 2026
F
UMC probably feels the same way.
Apr 14, 2026
M
Glad to see Charlie is still around to pat himself on the back. :ROFLMAO: SemiAccurate is one of the sites I based SemiWiki on. I used...
Apr 14, 2026
M
I havent heard anything on test wafers or process technology reports. have customers gotten silicon or seen any cross sections?
Apr 14, 2026
Yes, IP companies have PDK .5 and above. It came with a big check for porting services. Select TSMC N2 IP is being moved over. No...
Apr 14, 2026
V
When will IFS break even should be the question. DZ has answered this and what happens if IFS gets customers for 14A.
Maybe the stock...
Apr 14, 2026
C
It depends if you count it 'starting' about 15 years ago with Intel Custom Foundry. (which failed -- but should have provided experience)
Apr 14, 2026
S
Glad to see Charlie is still around to pat himself on the back. :ROFLMAO: SemiAccurate is one of the sites I based SemiWiki on. I used...
Apr 14, 2026
B
INTC stock has been range-bound since 2000 because despite many attempts to diversify they are a CPU company that manufactures its own...
Apr 14, 2026
It depends. NO if you only need $20B of chips while the cost of developing a node is ~$20B. But if you need $200B of chips or even...
Apr 14, 2026
P
It depends. NO if you only need $20B of chips while the cost of developing a node is ~$20B. But if you need $200B of chips or even...
Apr 14, 2026
I think Reuters might be referring to the high aspect ratio (HAR) Etch equipment needed for NAND. That could be considered advanced...
Apr 14, 2026