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This means that the intensity of competition has increased by 30-50%, and the level of involution has become more intense by 30-50%.
Jun 27, 2025
The more high stakes the node race become, the lower in priority the yield race become.
Today's leading edge process in tomorrows...
Jun 27, 2025
Intel Foundry made the same mistake Samsung and Globalfoundries made, they went after TSMC. I told the Intel people first off to go...
Jun 27, 2025
"The more resources are taken for node chase, the less resources left for yield chase."
Will this observation also apply to Intel's 5N4Y?
Jun 27, 2025
Intel Foundry made the same mistake Samsung and Globalfoundries made, they went after TSMC. I told the Intel people first off to go...
Jun 27, 2025
The report says "foundry", so Kioxia correctly excluded, but then why Micron, Hynix, CXMT included?
Yole reports never fails to hype...
Jun 27, 2025
1. The term “fab” can mean different things. For example, TSMC is continuously building Fab 21 in Phoenix, Arizona, which consists of...
Jun 27, 2025
S
Taiwan Japan South Korea all three have the power to halt many stuff and disrupt the supply chain
Jun 27, 2025
A
From what I hear this is changing at Intel. I've heard a lot of churn regarding Copy Exactly from people I know. It sounds like there...
Jun 27, 2025
A
Yeah, Paul, you make some good points. But I don't think its a mystery why:
Economies of scale (loses lead to more losses)
Big...
Jun 27, 2025
P
The more high stakes the node race become, the lower in priority the yield race become.
Today's leading edge process in tomorrows...
Jun 27, 2025
M
this is a great report from our friends at Yole. Super detailed as always.
I do think that by 2030 A LOT of things will change. The...
Jun 27, 2025
The myopia of the corporate world never ceases to amaze me. I believe Samsung's biggest problem is as plain as the nose on Vice...
Jun 27, 2025
"In particular, it is said that they are intensively analyzing the recent case in which Google transferred the mass production of...
Jun 27, 2025
New Tapeout
At least thats what it means in the photomask game
Jun 27, 2025
hist78 reacted to Paul2's post in the thread Samsung Foundry, Strategy Meeting Key 'Finding the Reason Google Missed Out' with
Like.
The more high stakes the node race become, the lower in priority the yield race become. Today's leading edge process in tomorrows...
Daniel Nenni replied to the thread Samsung Foundry, Strategy Meeting Key 'Finding the Reason Google Missed Out'.Intel Foundry made the same mistake Samsung and Globalfoundries made, they went after TSMC. I told the Intel people first off to go...