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My pet apocalyptic scenario is some unfathomable aging mechanism in sub-2nm devices causes a massive chip casualty event that brings...
Jul 29, 2025
X
Glad to see others sending the same message on a topic I've broached many times before. Chris has been in lithography since earlier than...
Jul 29, 2025
C
My pet apocalyptic scenario is some unfathomable aging mechanism in sub-2nm devices causes a massive chip casualty event that brings...
Jul 29, 2025
Thanks, a very nice story. Chris sounds a lot better/more optimistic these days, also about resist options for mitigation of this issue...
Jul 29, 2025
S
Glad to see others sending the same message on a topic I've broached many times before. Chris has been in lithography since earlier than...
Jul 29, 2025
F
Yes. During PG era , IFS is already courting Tesla.
Anyway, I think allowing Elon Musk to go to the fab and make amendments is...
Jul 29, 2025
F
Glad to see others sending the same message on a topic I've broached many times before. Chris has been in lithography since earlier than...
Jul 29, 2025
F
By Chris Mack, CTO, Fractilia 07.18.2025
The Stochastics resolution gap costs chipmakers billions in delayed yield ramps, compromised...
Jul 29, 2025
F
It's because Samsung is willing to lower the price.
IFS needs to reassert its position.
I know because when we talked to Samsung ,they...
Jul 29, 2025
F
I do not think Elon Musk and Lip-Bu Tan would be good business partners for this kind of venture. Vey different business styles and...
Jul 29, 2025
B
The scale-up of 2nm in Taylor will be similar to the scale-up of Model 3 in Gigafactory--very hard. The Model 3 scale-up went well...
Jul 29, 2025
X
Assuming it costs $20,000 for a 12-inch Samsung wafer with 300 dies per wafer, a $16.5 billion contract would produce 247,500,000 final...
Jul 29, 2025
X
AI6 chips are intended for:
Auto
Robots
Tesla Dojo supercomputer
xAI Grok supercomputer
Jul 29, 2025
X
This chip will be used in Tesla humanoid robots. Musk said the volume could be over 10 million annually in 2027. I don’t believe that at...
Jul 29, 2025
X
"$16.5B / 8 years = $206.25 million per year"
Should be $2.0625 billion or 2,062.5 million per year.
Jul 29, 2025
Like.
My pet apocalyptic scenario is some unfathomable aging mechanism in sub-2nm devices causes a massive chip casualty event that brings...
user nl replied to the thread Stochastics: Yield-Killing Gap No One Wants to Talk About.Thanks, a very nice story. Chris sounds a lot better/more optimistic these days, also about resist options for mitigation of this issue...