Intel Pro Max Ultra @IntelProMUltra
Parody account Intel deep dive analysis: https://t.co/JHL8zhJWIZ Joined October 2023-
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Can't measure the High-NA EUV system aberrations at ASML/Zeiss site (too big), it has to be done at customer site. So High-NA EUV systems are shipped out of spec, and at least one mirror needs to be replaced before final acceptance. Probably >1 iteration! spiedigitallibrary.org/conference-pro…
Keyword: "We believe."
Keyword: "We believe." https://t.co/MX91OHeiYh
In a world of tariffs, a price cut! Samsung has reduced the price of their 2nm wafers and are now $10,000 cheaper than equivalent TSMC wafers
Project Eagle must be massive. F52 is the most gigantic fab Intel has ever built, producing the smallest, most advanced devices in the US. That single fab (52.1) can house over a dozen EUV systems in 2 bays, but with improved litho throughput, fewer systems may be installed.
Project Eagle must be massive. F52 is the most gigantic fab Intel has ever built, producing the smallest, most advanced devices in the US. That single fab (52.1) can house over a dozen EUV systems in 2 bays, but with improved litho throughput, fewer systems may be installed.
ラピダスの建設工事に関わる方々の推移です。 この人数にはTELやASML,AMATなどの製造装置等の立ち上げサポート人数は含まれていません。 現在も2,500名近くの方が建設作業に従事されています。 IIM-1工事作業員数(千歳市サイトより) chitose-semiconductor.jp/news/iim/iim-1…
📊The smaller the process node, the more complex (and costly) photomasks become. ▪️130–110nm: ~35–40 masks per set, costing $40K–70K ▪️90–40nm: ~40–55 masks per set, costing $80K–500K ▪️28–7nm: ~50–80 masks per set, costing a staggering $1M–6M As transistor scaling advances,…
Investment bankers staring at their Patagonia vests now that fall weather is starting again
BofA Global Research has estimated EUV units shipped to customers for 2021 up to now. Some interesting differences among the customers. Thanks to @hedgedworld as the source. Intel's large gap with TSMC is serious if EUV is crucial for 14A. High-NA volume is still negligible. 1/4
TRUMP ADMINISTRATION CONSIDERS TARIFFS ON FOREIGN ELECTRONIC DEVICES BASED ON THE NUMBER OF CHIPS IN EACH DEVICE
🇺🇸TRUMP ADMINISTRATION WEIGHS PLAN TO REDUCE SEMICONDUCTOR IMPORTS, SOURCES SAY U.S. PLAN WOULD REQUIRE EQUAL NUMBER OF DOMESTICALLY PRODUCED CHIPS AS IMPORTED CHIPS, SOURCES SAY TRUMP TAKES AIM AT CHIP MAKERS WITH NEW PLAN TO THROTTLE IMPORTS COMPANIES THAT DON'T KEEP AN EVEN…
Qualcomm SM8850（8Elite Gen5） Dieshot Diesize 10.57mm x11.94 mm
Looks like someone is a fan of Jim Keller too.
Looks like someone is a fan of Jim Keller too. https://t.co/yhWouE25gG
@Alex_Intel_ 1. By 2028, only F52/62 will be operational, not reaching full 18A capacity until 2030. 2. Ohio’s F27 capacity won’t exceed 40K, likely only 10K in ‘28 for initial ramp-up. 3. In 2027, only $3-5B from external, primarily from 12nm, Intel 16, 65nm, and advanced packaging.
Unprofessional news report. Which Raptor Lake is made by TSMC?
Unprofessional news report. Which Raptor Lake is made by TSMC?
History doesn’t repeat it rhymes. Great job Lip-Bu.
Media should examine information more carefully. SK Hynix's Korean press release actually says "memory industry's first EXE:5200," because SK Hynix knows they are not the world's first, the actual first EXE:5200, rather, was shipped to and assembled at Intel D1X Mod3.
Media should examine information more carefully. SK Hynix's Korean press release actually says "memory industry's first EXE:5200," because SK Hynix knows they are not the world's first, the actual first EXE:5200, rather, was shipped to and assembled at Intel D1X Mod3. https://t.co/wLUTXbolya
Rookie, just ask an AI, it's very easy.
Rookie, just ask an AI, it's very easy.
https://t.co/mRQH3TXusM
Samsung Galaxy S26 Ultra What to expect: • 6.9" Dynamic AMOLED display with brighter, more efficient panel • 200 MP main camera, upgraded aperture; 50 MP 5× telephoto + 50 MP ultra-wide • Snapdragon 8 Elite Gen 5 (or Exynos 2600 regionally), ~16 GB RAM, up to 1 TB storage…
My response to this critic: My analysis and estimates are based on referenced sources. For this PPA analysis, I used public claims and papers from both companies. Or what else sources you trust? Market rumors? Or your own imaginations?
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はく｜半導体業... @nanamemo_net
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