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O
Apple alone shipped between 240.6 million and 247.4 million iPhones globally in 2025.
By comparison, in 2025 US defense contractors...
Wednesday at 10:20 PM
C
The article @clarkchang shared about TSMC acquiring a High NA EUV tool was published in November 2024. By June 2026, eighteen months...
Wednesday at 10:18 PM
O
Yes, and I think there has been a lot of signaling that support that take on the DRAM market. But CXMT are currently in the middle of an...
Wednesday at 10:18 PM
Apple alone shipped between 240.6 million and 247.4 million iPhones globally in 2025.
By comparison, in 2025 US defense contractors...
Wednesday at 10:14 PM
The article @clarkchang shared about TSMC acquiring a High NA EUV tool was published in November 2024. By June 2026, eighteen months...
Wednesday at 9:18 PM
K
21 nm pitch looks like a waste of NA, the stochastics is just too bad at this point.
Wednesday at 8:38 PM
K
28 nm pitch was hinted at in an SPIE paper last year.
There's no advantage for increasing NA from 0.33 to 0.55 for a 28 nm pitch. The...
Wednesday at 8:38 PM
K
Someone leaked the pitch sizes for 14A on twitter
Intel 14A
Code: 1280
G48H126
M0: 28nm
Time: 2028
Intel 14A2
Code: 1280.1
G44H110...
Wednesday at 8:37 PM
S
21 nm pitch looks like a waste of NA, the stochastics is just too bad at this point.
Wednesday at 8:24 PM
F
21 nm pitch looks like a waste of NA, the stochastics is just too bad at this point.
Wednesday at 6:55 PM
B
Micron guided FQ3 GM to 81%!
At those GM levels, it makes zero sense for the suppliers to let supply catch up with demand as that would...
Wednesday at 6:48 PM
C
ok.... one thing I can confirmed is that you are totally wrong about tsmc. and you are right, I can't prove there are two HNA running in...
Wednesday at 6:06 PM
F
28 nm pitch was hinted at in an SPIE paper last year.
There's no advantage for increasing NA from 0.33 to 0.55 for a 28 nm pitch. The...
Wednesday at 5:42 PM
C
The link that @clarkchang provided (https://www.taiwannews.com.tw/news/5965007) is not behind a paywall. I suspect your local Internet...
Wednesday at 5:42 PM
F
Someone leaked the pitch sizes for 14A on twitter
Intel 14A
Code: 1280
G48H126
M0: 28nm
Time: 2028
Intel 14A2
Code: 1280.1
G44H110...
Wednesday at 5:39 PM
Like.
Apple alone shipped between 240.6 million and 247.4 million iPhones globally in 2025. By comparison, in 2025 US defense contractors...
hist78 replied to the thread Semiconductor Growth Forecasts Are Fantasy … Correction Is Inevitable.Apple alone shipped between 240.6 million and 247.4 million iPhones globally in 2025. By comparison, in 2025 US defense contractors...
Haha.
The link that @clarkchang provided (https://www.taiwannews.com.tw/news/5965007) is not behind a paywall. I suspect your local Internet...