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T
TSMC won’t have a monopoly for very long. China will figure out EUV in the next 3-5 years and catch up.
Jul 26, 2025
S
The US could build its own lithography machine if necessary. The pre-requisite laser and optics expertise is available in the country.
Jul 26, 2025
S
Pat Gelsinger on LinkedIn
After decades in the semiconductor industry, I’ve learned that foundational breakthroughs don’t come often...
Jul 26, 2025
S
Leaders of the U.S. startup xLight, which is developing a chip manufacturing laser, Vice President of Accelerator Systems Bruce Dunham...
Jul 26, 2025
F
Well, CFO had also mentioned that with the 18A test chips they had lost some customers...
Jul 26, 2025
S
Kinda wish there was more discussion on other roadmaps outside of IMEC forecasts such as the recently released “IEEE 2024 more Moore”...
Jul 26, 2025
S
It is 75% instead of 60% because a lot of Chinese fabless semiconductor players are not allowed to fab at TSMC anymore. Like Huawei or...
Jul 26, 2025
F
Yeah, I feel like this is the kiss of death for Intel.
If I'm a customer looking at who I want to fab my chips, why would I spend a...
Jul 26, 2025
F
This implies they may offer little to the 12nm joint venture with Intel.
Jul 26, 2025
F
As long as they're not confidently executing SAQP, I doubt they can advance quickly. SAQP is about how well they can leverage existing...
Jul 26, 2025
F
People always think china once has EUV tool then they can catch up leading edge node.
Cmon, semiconductor is not only LITH or ETCH...
Jul 26, 2025
S
Morris is a great politician but off camera he did not value the US Workforce in comparison to Taiwan. And remember, Morris Chang worked...
Jul 26, 2025
D
Yes, I did not include depreciation , but I do regard R&D as part of labor.
I stand by my point. I’m just doing a rough estimate.
IFS...
Jul 26, 2025
D
As I said in another post, they should always try to get a bitcoin chip customer.
Bitcoin chips might be the only customers willing to...
Jul 26, 2025
D
22 nm and 28 nm are considered the same process node.
UMC tried 14nm so many times.
Jul 26, 2025
Like.
TSMC won’t have a monopoly for very long. China will figure out EUV in the next 3-5 years and catch up.