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It is not just the logic processes. The Samsung memory division is consistently under delivering. This to me is a much more critical issue for them than any stumbling in logic.
Samsung are not just behind in HBM. They were also behind in both NAND density and DRAM cost.
Told ya. Margins will continue collapsing as legacy fabs get built the world over. Mostly in China, but there are also the TSMC fabs in Japan and Europe, the Texas Instruments fabs in the US.
Unlike UMC this new capacity uses 300mm wafers even for trailing edge nodes. Which have better...
The Chinese currently depend on chemicals and photoresist imports. They make their own wafers. SMIC makes their own masks. They make their own mask materials.
But Taiwan and South Korea import Chinese neon, gallium, and germanium. China is also the world's largest manufacturer of polysilicon...
The Russians sent a prototype of an UV-LED lithography machine for testing last year. It is meant to replace imported i-line lithography equipment which can make chips at 350nm process. The Russians also have produced a prototype of a KrF lithography machine recently and are in the process of...
This is phase change memory. And unlike what the article claims the capacity per chip is only 64 Gbit.
See the company's product announcement:
https://www.numemory.com/newsinfo/7625877.html
I doubt it will be successful outside of certain niche applications.
This article is more informative...
10 years? SMIC's N+2 has similar transistor density to the TSMC N7+ process which came out in 2019.
The Huawei Mate 60 with SMIC N+2 process came out last year in 2023.
SMIC is like 4 years behind TSMC. And that is with the sanctions. Had they been allowed to buy EUV machines the gap would be...
Poorly substantiated rumors. If you read the TechInsights report they make no claims of poor yields of the SMIC N+2 process. In fact quite the opposite. They claim the structures look better under a microscope than similar processes from Samsung. And Samsung has EUV.
I also said it before here...
TSMC N7 also started out without EUV. I do not know why people think SMIC cannot make 7nm aka N+2 profitably.
Especially when N+2 seems to have lower manufacturing requirements than N7. Check out the gate pitch and other parameters of both processes. There is no evidence whatsoever of N+2...
They are fabbing Apple A16 at Arizona. Big whoop. The A16 SoC was launched in 2022. It is two generations old at this point. The latest SoC is the Apple A18.
By the time the next Arizona fab module is built and they can make the A18 there, Apple will be making the A20.
There is also no way in...
They are not stockpiling. These tools are for the current capacity expansions. SMIC alone is going to put 400,000 wpm online or something like that. Of course not all of it this year. But the current shells alone are probably good enough for like 200,000 wpm worth or more. There is also Hua...
It is kind of bonkers betting the farm on a huge core Xeon design on a brand new process.
Intel always used to start the new process with the mobile chips.
AMD Zen had been decided upon long before Lisa Su became CEO.
Jim Keller was there to help stitch the basic design together. But he was neither the chief designer nor was he in the team until the end of the project and tapeout.
Jim was a popular choice for the team as a design lead, he was one...
Lunar Lake seems to be a niche product for uber expensive energy efficient laptops. Made at a time both Apple and Microsoft have already bailed out on Intel and started using ARM chips for the same purpose. I don't know why people hype it so much. Too little too late.
I think the most...
That is a DDR3L memory for legacy devices. What is the point in increasing the memory density more if the memory controller probably won't even support it.
You sure are funny. Acting as if the Korean and US governments are not subsidizing these companies. And these are incumbents.
Micron is getting $6.1 billion USD in CHIPS Act money to build a $15 billion USD fab for example.
CXMT is already selling LPDDR5 memory.
https://www.cxmt.com/en/product.html
No DDR5 or LPDDR5X yet.
There is a severe lack of competition in the DRAM market so I would say the more the merrier.
