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This is the latest relevant message from Intel:
May 6, 2026
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$1 trillion revenue - 2026 😲
May 6, 2026
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Is High-NA even necessary for 18A? It's not supposed to be, from some of Intel's own statements.
May 6, 2026
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I don't remember any delays announcement on process though DMR is getting delayed for sure
May 6, 2026
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4F2 comes in after 1d, but only lasts three generations. Since resources are being spent on 1d, 4F2, of course the 3D DRAM progress...
May 6, 2026
This would be true for Samsung, SK hynix, etc. but it might be very different perspective for CXMT for example. CXMT is likely to skip...
May 6, 2026
The staggered refresh patent is about to soon expire. What it means to refresh timings? A row being refreshed at the time can be ECCed...
May 6, 2026
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From POC to manufacturing is more than 8 years. and this POC was done in a lab, not a fab. I have a detailed lifecycle that expalins...
May 6, 2026
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3D DRAM is much harder to make than 3D NAND. If it's Si-based, you need to start with a Si/SiGe superlattice with 100+ layers that is...
May 6, 2026
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This would be true for Samsung, SK hynix, etc. but it might be very different perspective for CXMT for example. CXMT is likely to skip...
May 6, 2026
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The artifact of the contemporary immigration laws is that they only encourage, and reward attempts to game the system, while penalising...
May 6, 2026
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The staggered refresh patent is about to soon expire. What it means to refresh timings? A row being refreshed at the time can be ECCed...
May 6, 2026
A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous — the...
May 6, 2026
Makes sense from a risk diversification standpoint, especially with AI demand pressuring TSMC capacity. Still hard to imagine Apple...
May 6, 2026
At Intel, ambitions were high—perhaps a little too high all at once. The 18A process was supposed to mark the major comeback, both...
May 6, 2026
Xebec reacted to Fred Chen's post in the thread NEO Semiconductor's 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen HBM alternative with
Like.
This would be true for Samsung, SK hynix, etc. but it might be very different perspective for CXMT for example. CXMT is likely to skip...
user nl posted the thread Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration in SemiWiki Main Forum ( Ask the Experts! ).A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous — the...
Daniel Nenni posted the thread Intel delays 18A schedule: manufacturing problems slow down the hopeful centerpiece of the foundry offensive in SemiWiki Main Forum ( Ask the Experts! ).At Intel, ambitions were high—perhaps a little too high all at once. The 18A process was supposed to mark the major comeback, both...
