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B
Micron guided FQ3 GM to 81%!
At those GM levels, it makes zero sense for the suppliers to let supply catch up with demand as that would...
Jun 17, 2026
C
ok.... one thing I can confirmed is that you are totally wrong about tsmc. and you are right, I can't prove there are two HNA running in...
Jun 17, 2026
F
28 nm pitch was hinted at in an SPIE paper last year.
There's no advantage for increasing NA from 0.33 to 0.55 for a 28 nm pitch. The...
Jun 17, 2026
C
The link that @clarkchang provided (https://www.taiwannews.com.tw/news/5965007) is not behind a paywall. I suspect your local Internet...
Jun 17, 2026
F
Someone leaked the pitch sizes for 14A on twitter
Intel 14A
Code: 1280
G48H126
M0: 28nm
Time: 2028
Intel 14A2
Code: 1280.1
G44H110...
Jun 17, 2026
M
Still do not change the fact
"TSMC will install the new equipment at its R&D center near its headquarters in Hsinchu in Q4, sources...
Jun 17, 2026
An offhand disclosure by Intel's CFO about surging demand for its advanced packaging business inadvertently revealed the scale of a...
Jun 17, 2026
One of the most important conferences of the year, Hot Chips, has announced its presentation list. We've got a few important ones this...
Jun 17, 2026
The link that @clarkchang provided (https://www.taiwannews.com.tw/news/5965007) is not behind a paywall. I suspect your local Internet...
Jun 17, 2026
M
CPO and optical I/O are often described as “light replacing copper.”
I think that framing is incomplete.
Before data becomes optical...
Jun 17, 2026
Market Leaders Including Cisco, MediaTek, NVIDIA, and Samsung Foundry
Demonstrate Measurable Impact, Advancing the Shift from...
Jun 17, 2026
O
Good thing Moore's law is dead :LOL:
Jun 17, 2026
O
Hi everyone ... thanks for the interesting discussion. We go into a LOT more detail and analysis in the full report; this extract was...
Jun 17, 2026
M
Don't miss understood will be installed vs installed, although your article is behind the pay wall, I search for this topic for months...
Jun 17, 2026
well... I'm 100% sure tsmc has his 1st HiNA EUV delivered in 2024 and 2nd one delivered in 2026. both machines are in Taiwan, not...
Jun 17, 2026
Haha.
The link that @clarkchang provided (https://www.taiwannews.com.tw/news/5965007) is not behind a paywall. I suspect your local Internet...
Daniel Nenni posted the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle in SemiWiki Main Forum ( Ask the Experts! ).An offhand disclosure by Intel's CFO about surging demand for its advanced packaging business inadvertently revealed the scale of a...
hist78 reacted to Daniel Nenni's post in the thread Hot Chips 2026: Why You Should Tune In with
Like.
One of the most important conferences of the year, Hot Chips, has announced its presentation list. We've got a few important ones this...
