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T
Dan, you should be so thankful that 99.99% of the mainstream financial press knows practically nothing about the semiconductor industry...
Jul 30, 2025
T
"Those HBM chips are supplied by makers such as SK Hynix and Micron Technology."
Funny that they did not mention Samsung :LOL:
Jul 30, 2025
S
They already have perfect yields according to the Korean press, so 120% would be the next step..
Jul 30, 2025
Perhaps, too much OT for me. I do not try to figure out Elon's brain and motivation.....putting 10-12 kids in the world, and seeing how...
Jul 30, 2025
When I was reading the Enfabrica EMFASYS announcement, I knew I had read a published paper about a hybrid CXL-Ethernet network before...
Jul 30, 2025
TSMC obviously - but these issues with stochastics are not new. It was covered in depth in the 2022 IRDS Lithography roadmap...
Jul 30, 2025
In mid-2024, TSMC apparently indicated that they prioritized throughput over curing stochastics. TSMC "optimized the EUV exposure dose...
Jul 30, 2025
F
Yes, the higher power gives that option. Resist loss has been observed to increase with higher dose, which can aggravate some types of...
Jul 30, 2025
"Intel stock (NASDAQ:INTC) has barely moved this year, up just 2%, as the company continues to struggle with shrinking relevance in its...
Jul 30, 2025
F
Yes I think effectively at each new node they increase the dose at the same throughput to hit their dimension targets (since as you know...
Jul 30, 2025
I
Yes I think effectively at each new node they increase the dose at the same throughput to hit their dimension targets (since as you know...
Jul 30, 2025
X
OT, but consider that both parties effectively screwed him over before he became openly hostile.
Tesla was not invited to the...
Jul 30, 2025
They already have perfect yields according to the Korean press, so 120% would be the next step..
Jul 30, 2025
X
They already have perfect yields according to the Korean press, so 120% would be the next step..
Jul 30, 2025
X
Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 30, 2025
Haha.
Dan, you should be so thankful that 99.99% of the mainstream financial press knows practically nothing about the semiconductor industry...
user nl replied to the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal.Perhaps, too much OT for me. I do not try to figure out Elon's brain and motivation.....putting 10-12 kids in the world, and seeing how...
Daniel Nenni reacted to blueone's post in the thread Nvidia-backed Enfabrica releases system aimed at easing memory costs with
hist78 reacted to Investor1234's post in the thread Stochastics: Yield-Killing Gap No One Wants to Talk About with