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Wolfspeed built up a lot of fab capacity without having the customers locked in. The SiC transition in automotive has been slower than some hoped, and most demand is in China, due to electrification, and the Chinese are rapidly ramping up their own SiC capacity, while selling it for much cheaper...
Those are 1980s and 2000s era Soviet and Russian chips. The Soviets did not have BGA packaging until near collapse (early 1990s). They were stuck with DIP for the most part. Those BGAs are likely 1990s or 2000s chip designs.
Most "modern" Russian weapons were developed in the late 2000s with the...
You need to catch up. China's chemical industry has been going gangbusters over the past decade.
Refineries in Japan and South Korea are already feeling the heat.
Also last I heard everyone was still importing neon gas and gallium from China.
The Soviet Union was still stuck with contact lithography. Their best chip was like 3um process.
The idea to use the solid-state light source is kind of innovative. Much more efficient than mercury vapor lamps.
The Soviets used to be leaders in laser technology. The guy who invented the tin...
The Intel board shouldn't have kicked Pat out. He fumbled the financial execution somewhat but he got the rest right. Both the strategy and the product roadmap.
I sold my Intel stock and won't be buying any again, unfortunately Intel seems headed to the fate of many formerly great US companies...
Only the most advanced immersion steppers are now banned from sale to China. The lower end immersion steppers used for 28nm are still available. You also have blacklists with regards to certain fabs like SMIC's FinFET fab which supposedly cannot get much of anything. And yet Huawei keeps selling...
The CEO of SUMCO is complaining that he is losing his business selling blank wafers in China.
This is from their Q3 2024 Earnings Call Transcript.
https://seekingalpha.com/article/4738422-sumco-corporation-sumcf-q3-2024-earnings-call-transcript
From the conversation they seem to be losing...
In my experience governments never dispense money on time. It always takes them forever to get you the money.
Intel also has deployed most of its fabrication with the new processes in their Irish fab, so it is kind of hard to justify it as new US fab capacity. The large Intel US fabs are still...
Sounds unlikely but it would not be the first time Apple tried to second source such a chip. They originally used Samsung but then they flip-floped between Samsung and TSMC with later chips.
STMicro faces steep competition in China with regards to MCUs.
https://hackaday.com/2020/10/22/stm32-clones-the-good-the-bad-and-the-ugly/
Fabbing their MCUs at Hua Hong allows them to tick the box for Chinese clients who want onshore chip production. Hua Hong's 40nm process is licensed from...
The SMIC N+2 (7nm) process had enough yields to make millions of smartphone SoCs a quarter starting at least a year ago. I would think they improved yields on it since then.
Anyway we will know this eventually.
And yet Intel managed to produce Sapphire Rapids processors by the millions with Intel 7. A similar process. DUV only.
That was a server processor with four 400 mm2 compute tiles.
Do you think Intel's yield was also 20%?
The original Ascend 910 only had one single large (456mm2) compute tile...
These journalists need to make up their minds. Is the Ascend 910B yielding 50% at SMIC or is it being produced at TSMC?
The stock growth is not totally outrageous if you consider that SMIC has been working on doubling its wafer capacity. But yes the Shanghai stock market is notable for being...
The Chinese are going to make their own light sources, optics, and dual wafer stage. What else do you want to know?
Do you think the US is going to let Gigaphoton or Cymer sell them light sources? Or let Nikon or ZEISS sell them optics?
The Chinese are currently one of the leaders in optical...
