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F
Indeed, this must have gone thru TSMC's thinking, perhaps Samsung too?
Jun 18, 2026
F
Indeed -- but my point was that in N2 TSMC *already* have a smaller M0 pitch than single-exposure high-NA can deliver, as you said: "No...
Jun 18, 2026
I
Indeed -- but my point was that in N2 TSMC *already* have a smaller M0 pitch than single-exposure high-NA can deliver, as you said: "No...
Jun 18, 2026
F
I recall TSMC already had 28 nm pitch M0 for N5P.
Jun 18, 2026
I
Surely the biggest issue with TSMC adopting high-NA is not just the economics/throughput, but the sheer number of machines that would be...
Jun 18, 2026
I
M0 pitch in TSMC N2 is less than 24nm... ;-)
Jun 18, 2026
S
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 18, 2026
An offhand disclosure by Intel's CFO about surging demand for its advanced packaging business inadvertently revealed the scale of a...
Jun 18, 2026
B
Fake supply issues.
You have to believe these guys are loving these numbers.
They have ZERO incentive to address "supply issues"
Jun 17, 2026
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
BTW, found few other media link talking about HNA delivered in 2024. enjoy it...
Jun 17, 2026
O
Apple alone shipped between 240.6 million and 247.4 million iPhones globally in 2025.
By comparison, in 2025 US defense contractors...
Jun 17, 2026
C
The article @clarkchang shared about TSMC acquiring a High NA EUV tool was published in November 2024. By June 2026, eighteen months...
Jun 17, 2026
O
Yes, and I think there has been a lot of signaling that support that take on the DRAM market. But CXMT are currently in the middle of an...
Jun 17, 2026
Apple alone shipped between 240.6 million and 247.4 million iPhones globally in 2025.
By comparison, in 2025 US defense contractors...
Jun 17, 2026
hist78 reacted to Daniel Nenni's post in the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle with
Like.
An offhand disclosure by Intel's CFO about surging demand for its advanced packaging business inadvertently revealed the scale of a...