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F
TSMC is actually making its own, rather than relying on Mitsui...
Jan 22, 2026
F
https://semiwiki.com/lithography/361580-euv-lithography-without-pellicles-accounting-for-low-yields/
Jan 22, 2026
F
Strange that it's only being deployed at Taylor, not in South Korea.
Jan 22, 2026
F
Date : 2026-01-22 10:04
Samsung Electronics will introduce the 'extreme ultraviolet (EUV) pellicle', a key component that will...
Jan 22, 2026
B
Good signals on foundry capabilities
Terrible signals all over the place otherwise
If one is to be long INTC at this point, it’s very...
Jan 22, 2026
B
Intel Corporation reported its fourth quarter 2025 earnings, showcasing a strong performance with earnings per share (EPS) of $0.15...
Jan 22, 2026
N
Intel Corporation reported its fourth quarter 2025 earnings, showcasing a strong performance with earnings per share (EPS) of $0.15...
Jan 22, 2026
A
In Trump speech in Davos - "After WWII, US President was stupid to give Greenland back to Denmark, which surrendered in 6 hours." What...
Jan 22, 2026
S
If you are taking about SPR it was a design issue 10nm didn't have any issues after TGL ramp so like end of 20 start of 21 Intel 10nm...
Jan 22, 2026
S
"We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake,"...
Jan 22, 2026
S
During today's earnings call, Intel CEO Li-Bu Tan mentioned that Intel 14A PDK version 0.5 is out for two customers.
Jan 22, 2026
F
From the Investor call:
While yields are in line with our internal plans, they are still below what I want them to be.
Accelerating...
Jan 22, 2026
A
" "you have your own fabs... how does this happen????" (I didnt prompt him to do that. LOL)".
We are often told that Intel’s IDM model...
Jan 22, 2026
A
Intel is constrained while shrinking.... let that set in. and he said its not related to DRAM
SIde note: according to Intel, 10% of...
Jan 22, 2026
From the Investor call:
While yields are in line with our internal plans, they are still below what I want them to be.
Accelerating...
Jan 22, 2026
Like.
https://semiwiki.com/lithography/361580-euv-lithography-without-pellicles-accounting-for-low-yields/
Daniel Nenni replied to the thread KeyBanc's TSMC/Intel/Samsung yield benchmark (1/13/2026).From the Investor call: While yields are in line with our internal plans, they are still below what I want them to be. Accelerating...