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K
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 30, 2025
K
I would add, the biggest win, Elon is not messing around with his slaves in Washington, tearing down stuff like Science (funding) and...
Jul 30, 2025
K
This may have been a Texas thing. Elon moved Tesla HQ from Palo Alto to Austin in 2021 due to a tiff with Gavin Newsome, Governor of...
Jul 30, 2025
K
Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 30, 2025
K
I am waiting for yields reached 100% due to musk watching the line and yield dropped when he stopped watching them.
Jul 30, 2025
F
With Elon's entry, I wonder if this culture would be altered.
Jul 30, 2025
A
Dan, you should be so thankful that 99.99% of the mainstream financial press knows practically nothing about the semiconductor industry...
Jul 30, 2025
M
Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 30, 2025
E
Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 30, 2025
E
I am waiting for yields reached 100% due to musk watching the line and yield dropped when he stopped watching them.
Jul 30, 2025
E
These are indisputable facts of Musk Life: overconfidence and exaggeration.
Apply that to this announcement as you please.
But Musk...
Jul 30, 2025
E
In mid-2024, TSMC apparently indicated that they prioritized throughput over curing stochastics. TSMC "optimized the EUV exposure dose...
Jul 30, 2025
E
There are a lot of SPIE litho papers on this - in particular on resists and how they've helped keep dose under control. I think TSMC has...
Jul 30, 2025
E
My understanding is that while increasing dose is probably the earliest proposal, users have mostly not done so because of two reasons...
Jul 30, 2025
E
TSMC obviously - but these issues with stochastics are not new. It was covered in depth in the 2022 IRDS Lithography roadmap...
Jul 30, 2025