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https://www.businesskorea.co.kr/news/articleView.html?idxno=217031
In what is seen as a symbol of China’s “semiconductor rise,” SMIC ascended to third place in the global foundry (semiconductor manufacturing services) market in the first quarter of this year, trailing behind Taiwan’s TSMC and...
Customers would be sharing the use of the ASML-imec High-NA Lab for resist/underlayer testing:
https://www.spiedigitallibrary.org/conference-proceedings-of-spie/12953/129530P/The-next-step-in-Moores-law--high-NA-EUV/10.1117/12.3009070.full#_=_
TheElec is sometimes enthusiastically pro-Korean, so in mentioning only Samsung and SKHynix, author didn't realize SKHynix was not foundry. 10nm (1d) will have unavoidable substantial multipatterning, so 3D-DRAM is actively being developed today. I have already heard quite a few proposals at IMW...
Is Intel 7 still running with SAQP? I read that Intel 4 also continued use of SAPQ for tightest pitch.
Interesting also that they didn't buy many more of the NXE systems instead, perhaps they couldn't and the first few EXE shipments was the result?
Not surprisingly, this kind of article got the technical statements all wrong. In fact, collected light is lost through the obscuration (hole in mirror). The NA is about focusing light in space but in an EUV resist, there are electrons spread, so the connection between NA and resolution is...
https://www.gizchina.com/2024/05/11/huawei-no-longer-needs-qualcomm-chips/
EFE UDIN MAY 11, 2024
Qualcomm, a leading American semiconductor company, has recently confirmed that Huawei, a Chinese telecommunications giant, no longer requires its processors. This announcement comes amidst ongoing...
It's a big rebuild for the High-NA system, so their current EXE would be a wasted evaluation. Maybe they are seeing the productivity pitfalls of mixing with conventional field systems. It's possible they are still anticipating some large GPU die not just processor chiplets.
https://www.j-ic.co.jp/en/news/.assets/E_20240417_JIC_JICC_PressRelease.pdf
Government-backed Japan Investment Corporation (JIC) completed takeover of Japanese photoresist manufacturer JSR, which previously acquired Inpria, the maker of metal oxide photoresists. There are ongoing lawsuits...
There were some hints the decision by Intel to pursue High-NA was made without thinking everything through. The clearest evidence is their sudden push for a larger (2X) mask size, supposedly driven by cost.
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)
