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D
TSMC N6 and TSMC N5 came out at the same time (Q1 2020). TSMC considers N7, N7+ and N6 one node, that is how they report it. Same with...
Sep 29, 2025
D
From Wikichip N3B is ouch too many layers and info on how many layers Intel uses EVU from what i know on Intel 4 the EUV use is pretty...
Sep 29, 2025
D
From my notes:
TSMC N7 is DUV, TSMC N7+ uses 4 EUV layers, TSMC N6 uses 5 EUV layers, TSMC N5 uses 14 EUV layers.
AMD and HiSilicon...
Sep 29, 2025
D
N7 was all-DUV, N7P had some EUV layers but incompatible design rules so no IP porting. IIRC (we didn't use it) N6 was a shrunk N7 (with...
Sep 29, 2025
I actually laughed out loud on this one. I am not a regular Barron's reader but I had thought highly of them.
Here is the authors bio...
Sep 29, 2025
B
Yes, N3B is 25 EUV layers and N3E is 19. TSMC calls it yield learning.
Intel 4...
Sep 29, 2025
B
1c uses EUV as well:
AI overview:
SK hynix:
This company is a leader in EUV adoption for DRAM, utilizing five or more EUV layers for...
Sep 29, 2025
B
When I looked at the chart for ASML, I think Barrons is wrong, you'd be happy to own ASML and enjoy the tailwind of a weaker dollar on...
Sep 29, 2025
TSMC N6 and TSMC N5 came out at the same time (Q1 2020). TSMC considers N7, N7+ and N6 one node, that is how they report it. Same with...
Sep 29, 2025
S
I can bet someone must be planning in WH to reduce this reliance but how successful will that be only time can tell.
Sep 29, 2025
S
And then they have to chose: to die or to find ways to work with TSM in TW.
Sep 29, 2025
P
And then they have to chose: to die or to find ways to work with TSM in TW.
Sep 29, 2025
S
OK, my first speculation was wrong then (but my second one wasn't!) -- note the comment about backward-compatible design rules which was...
Sep 29, 2025
OK, my first speculation was wrong then (but my second one wasn't!) -- note the comment about backward-compatible design rules which was...
Sep 29, 2025
I
OK, my first speculation was wrong then (but my second one wasn't!) -- note the comment about backward-compatible design rules which was...
Sep 29, 2025