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I bought a decent amount of ARMH before softbank bought them. It was nice getting the bump for sale but I wished they had remained...
Jun 19, 2026
TSMC notes from SPIE:
High-NA EUV remains challenged in yield as stochastic defect makes high-NA EUV linewidth roughness even harder to...
Jun 19, 2026
Intel at SPIE-Feb, from 2024 to 2026, which team is talking, Dev or Prd?
Jun 19, 2026
Who's right then -- Intel or Fred? ;-)
Jun 19, 2026
Indeed, this must have gone thru TSMC's thinking, perhaps Samsung too?
Jun 19, 2026
D
June 18, 2026Published
Corporate
Seok-Hee Lee, executive vice president of Intel Foundry
SANTA CLARA, Calif., June 18, 2026 — Intel...
Jun 19, 2026
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 19, 2026
D
Intel at SPIE-Feb, from 2024 to 2026, which team is talking, Dev or Prd?
Jun 19, 2026
If you look at the Tenstorrent wormhole story, and then read about how the SambaNova chip works, there's a lot of similarity at a high...
Jun 19, 2026
The World Semiconductor Trade Statistics (WSTS) organization has released its Spring 2026 semiconductor market forecast, significantly...
Jun 19, 2026
TSMC breaks cover with a 10-year Amkor packaging deal
TSMC (2330 TT) and Amkor (AMKR US), the largest US and second-largest global...
Jun 19, 2026
D
No, I'm saying that given the time needed to build new high-NA tools in volume it's easier for a smaller-volume foundry like Intel to...
Jun 19, 2026
TSMC breaks cover with a 10-year Amkor packaging deal
TSMC (2330 TT) and Amkor (AMKR US), the largest US and second-largest global...
Jun 19, 2026
B
Was being a smart alec.
If this site and the media was to be believed there are only 3 or 4 Companies in the entire semicon chain.
Jun 19, 2026
The World Semiconductor Trade Statistics (WSTS) organization has released its Spring 2026 semiconductor market forecast, significantly...
Jun 19, 2026
Xebec replied to the thread The beginning of the end of NVIDIA? And nobody is paying attention..I bought a decent amount of ARMH before softbank bought them. It was nice getting the bump for sale but I wished they had remained...
TSMC notes from SPIE: High-NA EUV remains challenged in yield as stochastic defect makes high-NA EUV linewidth roughness even harder to...
Like.
June 18, 2026Published Corporate Seok-Hee Lee, executive vice president of Intel Foundry SANTA CLARA, Calif., June 18, 2026 — Intel...
Daniel Nenni replied to the thread TSMC and Amkor Technology Announce Long Term Partnership to Accelerate Advanced Packaging in the United States.TSMC breaks cover with a 10-year Amkor packaging deal TSMC (2330 TT) and Amkor (AMKR US), the largest US and second-largest global...