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  1. F

    TSMC statement on next-generation EUV

    Maybe Intel just gave away their power is not so high, possibly a pellicle limitation.
  2. F

    TSMC statement on next-generation EUV

    Right now a bigger problem than High-NA is the EUV resist, a little surprised that was not explicitly mentioned in the TSMC report: (from ASML's HNA print)
  3. F

    Huawei Pura 70 smartphone sales start; chip still a mystery

    CXMT can offer 12 GB but there are 16 GB models of Pura 70 (Ultra or Pro+), so those should be supplied by Korean manufacturers.
  4. F

    TSMC statement on next-generation EUV

    It looks like A14 development is not hinging on High-NA either: "TSMC started development and made good progress on 14 Angstrom (A14) technology, which aims to further improve speed, power, density and cost," the company's Annual Report reads. "Looking ahead to A14 and beyond, TSMC R&D will...
  5. F

    Samsung Electronics Announces First Quarter 2024 Results

    For TLDR needs: The Memory Business returned to profit as it achieved qualitative growth by addressing the demand across servers, storage, PC and mobile, focusing on high-value-added products such as HBM, DDR5, server SSDs and UFS 4.0., along with the increase in ASP. The Foundry Business...
  6. F

    Samsung Electronics Announces First Quarter 2024 Results

    https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2024-results Samsung Electronics today reported financial results for the first quarter ended March 31, 2024. The Company posted KRW 71.92 trillion in consolidated revenue on the back of strong sales of flagship Galaxy...
  7. F

    TSMC statement on next-generation EUV

    https://www.tomshardware.com/tech-industry/tsmc-says-it-doesnt-need-high-na-chipmaking-tools-for-16nm-class-node-in-contrast-intel-has-championed-the-tech TSMC says its newest process tech doesn't need ASML's High-NA EUV chipmaking tools that have been championed by Intel, but the foundry is...
  8. F

    Video: Intel Adds ASML’s First High NA EUV Tool to Oregon Factory

    More thinking should be on the EUV resist than the High-NA or other optics.
  9. F

    Apple's iPhone factory shift has left a ghost town behind in China

    https://appleinsider.com/articles/24/04/29/apples-iphone-factory-shift-has-left-a-ghost-town-behind-in-china Foxconn is closing factories in China as iPhone production moves elsewhere, and impacts beyond industry have been made crystal clear in a new video. Apple has long operated its...
  10. F

    TSMC says 'A16' chipmaking tech to arrive in 2026, setting up showdown with Intel

    Without High-NA, presumably Intel would still find some way to do 14A.
  11. F

    TSMC's New N4C

    It looks like they said they made the IP more area-efficient and more cut-friendly.
  12. F

    Huawei Pura 70 smartphone sales start; chip still a mystery

    https://www.tomshardware.com/pc-components/cpus/huawei-launches-another-7nm-processor-built-by-sanctioned-chinese-fab-smic-kirin-9010-builds-on-previous-design It's SMIC 7nm like prior Mate 60.
  13. F

    Intel is industry’s first mover on High NA EUV lithography system.

    Keeping things off the cloud would require lots of DRAM at the client side.
  14. F

    Intel is industry’s first mover on High NA EUV lithography system.

    Investment is not collaboration; the statement implied 30 years of continued hands-on collaboration with Intel on the project.
  15. F

    Kirin 9000s Analysis: Should be Made by SMIC's N+2 Process

    Is the 1.8 million referring to P60 or Mate 60? The P60 is using the Snapdragon 8+ indeed, but that is not domestic. One analyst predicted Huawei to sell only 60 million (across all models) this year: https://www.reuters.com/technology/chinas-huawei-start-selling-pura-70-smartphones-2024-04-18/...
  16. F

    Kirin 9000s Analysis: Should be Made by SMIC's N+2 Process

    It looks like the Pura 70 forecast of 10.4 million domestically generated would be too optimistic compared to the P60 only 1.8 million generated from TSMC? Aside, Huawei Mate 60 allegedly crossed 30 million, is that disputed?
  17. F

    Kirin 9000s Analysis: Should be Made by SMIC's N+2 Process

    The P60 is using the Snapdragon 8+ Gen 1 which uses a 4nm process from TSMC. Presumably the chip supply would not be the limiter of sales.
  18. F

    Huawei Pura 70 smartphone sales start; chip still a mystery

    HONG KONG/SHENZHEN/SHANGHAI, April 18 (Reuters) - Chinese technology giant Huawei started selling two models of its highly anticipated, high-end Pura 70 smartphone series on Thursday that many analysts expect to contain an advanced China-made chip like its Mate 60 handset. The Pura series...
  19. F

    Intel is industry’s first mover on High NA EUV lithography system.

    High-NA customers need some strategy for the mask as well. Multilayer, absorber, and Intel now wants to change mask size as well (they didn't plan it with ASML earlier)?
  20. F

    Intel is industry’s first mover on High NA EUV lithography system.

    Wait until they consider NVIDIA's (or their own) large dies.
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