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Samsung, GF, and TSMC already have 12nm in HVM with very high yields. Where is the market for UMC/Intel 12nm? I'm still not clear on that.
Sep 4, 2025
Samsung, GF, and TSMC already have 12nm in HVM with very high yields. Where is the market for UMC/Intel 12nm? I'm still not clear on that.
Sep 4, 2025
The SSMC (Systems on Silicon Manufacturing Company) fab in Singapore, a joint venture involving TSMC (28% stake), NXP, and Singapore’s...
Sep 4, 2025
Considering that 12nm is a mature node, do you think there is enough profit margin for both Intel and UMC to justify the effort?
Sep 4, 2025
Guaranteeing Access and Innovation for National Artificial Intelligence Act of 2025 (GAIN AI Act)
The U.S. Senate on Tuesday unveiled...
Sep 4, 2025
B
VSMC the new TSMC Collab in Singapore with Vangaurd and NXP going up quite quickly.
Sep 4, 2025
A
I assume 2 nm chips from TSMC is more difficult because the US can manufacture jet engines but does not have the engineering...
Sep 4, 2025
Gotta love politics. Just a quick summary:
Senator Elizabeth Warren's letter to Commerce Secretary Howard Lutnick, dated September 3...
Sep 4, 2025
O
Sen. Warren’s letter to Secretary Lutnick about the Intel investment:
The Honorable Howard Lutnick
SecretaryDepartment of Commerce...
Sep 4, 2025
China used to be 10% of UMC's business. One of UMC's 300mm fabs is in China. UMC has another 300mm fab in Japan. Japan was also 10% of...
Sep 4, 2025
UMC from Q2 2025 earnings report
They also have by region (~ 20% NA, 67% Asia-Pacific, 8% Europe, 5% Japan)
and
Revenue by Customer...
Sep 4, 2025
P
yes, they have to stop the stepper to change masks for each die on a wafer, and restart the materials system each time
Sep 4, 2025
M
They have a facility called MemoryX units, which are connected via their proprietary inter-WSE interconnect called SwarmX. This article...
Sep 4, 2025
P
What matters for 200mm is not only costs, but MOQs. Most of 200mm production is about such lot sizes and prices at which TSMC sales will...
Sep 4, 2025
Samsung, GF, and TSMC already have 12nm in HVM with very high yields. Where is the market for UMC/Intel 12nm? I'm still not clear on that.
Daniel Nenni replied to the thread UMC Reports Sales for August 2025.Samsung, GF, and TSMC already have 12nm in HVM with very high yields. Where is the market for UMC/Intel 12nm? I'm still not clear on that.
Like.
I assume 2 nm chips from TSMC is more difficult because the US can manufacture jet engines but does not have the engineering...
