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I published an update on what caused the shortages, where they are and how they can .... or cannot be fixed.
www.mkwventures.com or...
Mar 7, 2026
F
The article briefly mentioned that Shanghai Microelectronics Equipment (Group) Co., Ltd.'s 28nm lithography machine (ArF, Immersion)...
Mar 7, 2026
F
Originally, I had posted their development goals directly from the auto-translation, but the translation contained misleading errors...
Mar 7, 2026
My impression is that China doesn't need to compete (commercially) with ASML. There will probably be no EUV-tool buyers outside China...
Mar 7, 2026
In this Youtube interview with Dan Gelbart "Solving Impossible Problems for Fun and Profit: Dan Gelbart"
at 27:11 to 32:30 he talks...
Mar 7, 2026
F
In this Youtube interview with Dan Gelbart "Solving Impossible Problems for Fun and Profit: Dan Gelbart"
at 27:11 to 32:30 he talks...
Mar 7, 2026
S
I think the main driver for customers to use Intel's packaging solution is to strengthen the supply chain. Today TSMC will not package...
Mar 7, 2026
Yes, that is exactly what I meant above. No internal competition in China, but collaboration, coordination and integration at the...
Mar 7, 2026
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I think the main driver for customers to use Intel's packaging solution is to strengthen the supply chain. Today TSMC will not package...
Mar 7, 2026
I think the main driver for customers to use Intel's packaging solution is to strengthen the supply chain. Today TSMC will not package...
Mar 7, 2026
F
I published an update on what caused the shortages, where they are and how they can .... or cannot be fixed.
www.mkwventures.com or...
Mar 6, 2026
F
Muhammad Zuhair
•Mar 6, 2026 at 01:15pm EST
Intel's packaging services are being considered a viable alternative to TSMC's CoWoS, as...
Mar 6, 2026
S
agreed the only Intel product i see them using it for is Coral Rapids somewhere in 28
Mar 6, 2026
S
Any technology not yet running in production is always a great technology ahead of schedule with perfect PPA. Its when we start making...
Mar 6, 2026
S
I published an update on what caused the shortages, where they are and how they can .... or cannot be fixed.
www.mkwventures.com or...
Mar 6, 2026
Xebec reacted to MKWVentures's post in the thread Intel has manufacturing capacity issues. They may take years to fix. with
Like.
I published an update on what caused the shortages, where they are and how they can .... or cannot be fixed. www.mkwventures.com or...
user nl replied to the thread Build China’s ASML.My impression is that China doesn't need to compete (commercially) with ASML. There will probably be no EUV-tool buyers outside China...
Daniel Nenni replied to the thread Intel’s EMIB Challenges TSMC’s CoWoS as America’s Answer to the AI Packaging Bottleneck.I think the main driver for customers to use Intel's packaging solution is to strengthen the supply chain. Today TSMC will not package...