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A
Perhaps you are right. But some companies value TRUST more than short-term gain.
I prefer the speed of TRUST for long-term profits...
Jul 30, 2025
F
So, will it be used for increasing the throughput at same dose, or increasing the dose at same throughput? Again, the net benefit of...
Jul 30, 2025
F
Yes, the yield would be affected; it contributes into the defect density. So we hear of yields not being "stable", particularly in DRAM...
Jul 30, 2025
Perhaps you are right. But some companies value TRUST more than short-term gain.
I prefer the speed of TRUST for long-term profits...
Jul 30, 2025
V
Personally, I do not mind that Elon collaborates with Samsung in the future. Whatever comes out, Elon doesn't seem to mind burning cash...
Jul 30, 2025
I
The 3800E is now the main tool being sold.
Jul 30, 2025
I
Well if they didn't address the stochastics then it would hit yield, right? And if they don't address the stochastics, and it doesn't...
Jul 30, 2025
HW5 (made on TSMC) will start shipping in early 2026. I don't believe HW6 will replace HW5 in 2028, let alone in 2027.
Jul 30, 2025
K
TSMC obviously - but these issues with stochastics are not new. It was covered in depth in the 2022 IRDS Lithography roadmap...
Jul 30, 2025
K
By Chris Mack, CTO, Fractilia 07.18.2025
The Stochastics resolution gap costs chipmakers billions in delayed yield ramps, compromised...
Jul 30, 2025
K
TSMC has been making Tesla's chips without problem. The first one was on N7 and the new one is on N4. Samsung made Tesla chips on 14nm...
Jul 30, 2025
K
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 30, 2025
K
I would add, the biggest win, Elon is not messing around with his slaves in Washington, tearing down stuff like Science (funding) and...
Jul 30, 2025
K
This may have been a Texas thing. Elon moved Tesla HQ from Palo Alto to Austin in 2021 due to a tiff with Gavin Newsome, Governor of...
Jul 30, 2025
K
Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 30, 2025