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S
The trend has been wafer cost up, yield down, SRAM doesn't scale, gate pitch hasn't scaled well either. I think track pitch is starting...
Sep 25, 2025
EXE= High-NA
NXE=Low-NA
NXT=most advanced DUV (including KrF)
Sep 25, 2025
S
This looks very relevant: Real-time observation of EUV-induced blister formation at various sample temperatures in pellicle-like...
Sep 25, 2025
S
The emergence of high-NA EUV lithography has intensified mask 3D effects, necessitating advanced cleaning solutions for next-generation...
Sep 25, 2025
Professional journalism is still alive, but it’s often overshadowed by the huge number of low quality websites, some of which operate...
Sep 25, 2025
S
SK hynix will build a 10nm 5th generation (1b) DRAM production line with a capacity of 10,000 wafers per month at the Cheongju M15X fab...
Sep 25, 2025
3D DRAM by 2030 is the stated plan.
Sep 25, 2025
S
Mike is dead. But I think his son still works at The Register.
SemiAccurate is also still up. Charlie also used to work for Mike. But...
Sep 25, 2025
S
FudZilla used to be run by Mike Magee - the guy who founded The Register (.co.uk) and The Inquirer; and so some of the writers (and...
Sep 25, 2025
E
That is not what he said.
“Going forward, our investment in Intel 14A will be based on confirmed customer commitments.”
Meaning that...
Sep 25, 2025
S
Chipzilla bets the farm on 14A while chasing TSMC
Troubled Chipzilla is doubling down on ASML’s obscenely expensive High-NA EUV...
Sep 25, 2025
S
I think that classification system is broken for AI. Tesla Dojo 1 and 2 look kind of TPU-ish with some of their own custom data...
Sep 25, 2025
S
I agree - the whole notion of fixed ASICs is kind of out the window for AI. Appreciate your thoughts on categorization, though I think...
Sep 25, 2025
S
From what I have seen with local models at least, they do keep adding new instructions to meet different thinking on how to make models...
Sep 25, 2025
S
The Cerebras WSE-3 is not multi-die, it is a single die, and wafer-scale. It is a 900,000+ core processor. The cores are considered...
Sep 25, 2025
Like.
The trend has been wafer cost up, yield down, SRAM doesn't scale, gate pitch hasn't scaled well either. I think track pitch is starting...
Daniel Nenni reacted to Fred Chen's post in the thread Intel splashes more cash on ASML’s magic machines with