No! TSMC does not Make 90% of Advanced Silicon

No! TSMC does not Make 90% of Advanced Silicon
by Scotten Jones on 03-11-2024 at 2:00 pm

Slide1

Throughout the debate on fab incentives and the Chips Act I keep seeing comments like; TSMC makes >90% of all advanced silicon, or sometimes Taiwan make >90% of all advanced silicon. This kind of ill-defined and grossly inaccurate statement drives me crazy. I just saw someone make that same claim in the SemiWiki forums and… Read More


Pinning Down an EUV Resist’s Resolution vs. Throughput

Pinning Down an EUV Resist’s Resolution vs. Throughput
by Fred Chen on 02-21-2024 at 8:00 am

Pinning Down an EUV Resist's Resolution

The majority of EUV production is on 5nm and 3nm node, implemented by late 2022. Metal oxide resists have not been brought into volume production yet [1,2], meaning that only organic chemically amplified resists (CARs) have been used instead until now. These resists have a typical absorption coefficient of 5/um [3,4], which means

Read More

ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability

ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability
by Scotten Jones on 02-19-2024 at 8:00 am

Slide4

For the 2024 SEMI International Strategy Symposium I was challenged by members of the organizing committee to look at where logic will be in ten years from a technology, economics, and sustainability perspective. The following is a discussion of my presentation.

To understand logic, I believe it is useful to understand what makes… Read More


Analog Bits Enables the Migration to 3nm and Beyond

Analog Bits Enables the Migration to 3nm and Beyond
by Mike Gianfagna on 01-10-2024 at 6:00 am

Analog Bits Enables the Migration to 3nm and Beyond

The world is abuzz with 3nm and 2nm technology availability. These processes offer the opportunity to pack far more on a single die than ever before. The complex digital systems contemplated will bring new AI algorithms to life and much more. But there is another side of the technology migration story.  With all that digital processing… Read More


Is Intel cornering the market in ASML High NA tools? Not repeating EUV mistake

Is Intel cornering the market in ASML High NA tools? Not repeating EUV mistake
by Robert Maire on 12-24-2023 at 9:00 am

High NA EUV
  • Reports suggest Intel will get 6 of 10 ASML High NA tools in 2024
  • Would give Intel a huge head start over TSMC & Samsung
  • A big gamble but a potentially huge pay off
  • Does this mean $4B in High NA tool sales for ASML in 2024?

News suggests Intel will get 6 of first 10 High NA tools made by ASML in 2024

An industry news source, Trendforce, reports… Read More


Cadence Integrates Power Integrity Analysis and Fix into Design

Cadence Integrates Power Integrity Analysis and Fix into Design
by Bernard Murphy on 11-21-2023 at 6:00 am

Voltus Insight AI min

As integration levels increase, clock frequencies rise, and feature sizes shrink it is not surprising that all or most aspects of semiconductor design become more complex and demand more from design technologies. One example where the traditional approach is breaking down is in optimizing power distribution networks (PDNs)… Read More


IEDM 2023 is Coming in December

IEDM 2023 is Coming in December
by Scotten Jones on 10-19-2023 at 6:00 am

IEDM 2023

Anyone who has read my previous IEDM articles will know I view it as one of the best conferences on semiconductor process technology. From the tutorials, short courses and the conference papers there are so many great opportunities to keep up to date on the latest developments. The following are the conference organizers’ announcements… Read More


Alphawave Semi Visit at #60DAC

Alphawave Semi Visit at #60DAC
by Daniel Payne on 08-03-2023 at 10:00 am

Alphawavesemi, DAC 2023 3nm eye diagram

On Wednesday at #60DAC I met Sudhir Mallya, Sr. VP Corporate Marketing at Alphawave Semi to get an update about what’s been happening at their IP company and with industry trends. The tagline for their company is: Accelerating the Connected World; and they have IP for connectivity, offer chiplet solutions, and even provide… Read More


ASML Update SEMICON West 2023

ASML Update SEMICON West 2023
by Scotten Jones on 07-27-2023 at 10:00 am

12494 34 Bart Smeets Supporting future DRAM overlay and EPE roadmaps with the NXT2100i Page 21

At SEMICON West I had a chance to catch up with Mike Lercel of ASML. In this article I am going to combine ASML presentation material from the SPIE Advanced Lithography Conference, Mike’s SEMICON presentation, my discussions with Mike at SEMICON and a few items from ASML’s recent earnings call.

DUV

ASML continues to improve DUV systems.… Read More


Intel Internal Foundry Model Webinar

Intel Internal Foundry Model Webinar
by Scotten Jones on 06-21-2023 at 12:00 pm

IAO Investor Webinar Slides to post on our INTC website PDF Page 07

Intel held a webinar today to discuss their IDM2.0 internal foundry model. On the call were Dave Zinsner Executive Vice President and Chief Financial Officer and Jason Grebe Corporate Vice President and General Manager of the Corporate Planning Group.

On a humorous note, the person moderating the attendee questions sounded … Read More