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Latest activity

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Daniel Nenni replied to the thread Nvidia-backed Enfabrica releases system aimed at easing memory costs.

"Those HBM chips are supplied by makers such as SK Hynix and Micron Technology." Funny that they did not mention Samsung :LOL:

Jul 29, 2025
Daniel Nenni posted the thread Nvidia-backed Enfabrica releases system aimed at easing memory costs in SemiWiki Main Forum ( Ask the Experts! ).

SAN FRANCISCO (Reuters) -Enfabrica, a Silicon Valley-based chip startup working on solving bottlenecks in artificial intelligence data...
Jul 29, 2025
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KevinK reacted to Daniel Nenni's post in the thread Nvidia orders 300,000 H20 chips from TSMC due to robust China demand with Like.

BEIJING/SHANGHAI/NEW YORK (Reuters) -Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two...

Jul 29, 2025
Daniel Nenni posted the thread Powering AI: Could U.S. Brownfield Semiconductor Fabs Fuel the Hyperscale Boom? in SemiWiki Main Forum ( Ask the Experts! ).

Hyperscale computing – mega data centers with tens of thousands of servers – is all about achieving massive scale in computing...

Jul 29, 2025
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tomatoma reacted to benb's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with Like.

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
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tomatoma reacted to Xebec's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with Like.

AI6 chips are intended for: Auto Robots Tesla Dojo supercomputer xAI Grok supercomputer

Jul 29, 2025
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tomatoma reacted to Fred Chen's post in the thread Stochastics: Yield-Killing Gap No One Wants to Talk About with Like.

Absorbed photons are still only one component of noise. There's also secondary electrons. Also (dose-dependent) resist loss from a...

Jul 29, 2025
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tomatoma replied to the thread Stochastics: Yield-Killing Gap No One Wants to Talk About.

I'm sure you're worried about durability

Jul 29, 2025
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tomatoma reacted to coldsolder215's post in the thread Stochastics: Yield-Killing Gap No One Wants to Talk About with Like.

My pet apocalyptic scenario is some unfathomable aging mechanism in sub-2nm devices causes a massive chip casualty event that brings...

Jul 29, 2025
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tomatoma reacted to user nl's post in the thread Stochastics: Yield-Killing Gap No One Wants to Talk About with Like.

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
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Barnsley replied to the thread Global Pure-Play Semiconductor Foundry Revenues to Grow 17% YoY in 2025, Driven by AI, High-Performance Computing Chips.

So not for everyone then? 56% is 5nm and below 🤣🤣🤣 What is the point of this statistic?

Jul 29, 2025
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tomatoma reacted to Fred Chen's post in the thread Stochastics: Yield-Killing Gap No One Wants to Talk About with Like.

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
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tomatoma reacted to Xebec's post in the thread Stochastics: Yield-Killing Gap No One Wants to Talk About with Like.

How do you reliably determine if a defect is due to stochastic variability reasons and not just a mistake by the fab equipment? Is...

Jul 29, 2025
Daniel Nenni posted the thread Global Pure-Play Semiconductor Foundry Revenues to Grow 17% YoY in 2025, Driven by AI, High-Performance Computing Chips in SemiWiki Main Forum ( Ask the Experts! ).

The global pure-play semiconductor foundry industry’s revenue is projected to swell to a record $165 billion in 2025, up from $105...

Jul 29, 2025
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siliconbruh999 reacted to Xebec's post in the thread Stochastics: Yield-Killing Gap No One Wants to Talk About with Like.

How do you reliably determine if a defect is due to stochastic variability reasons and not just a mistake by the fab equipment? Is...

Jul 29, 2025

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