my latest rant on semiconductors and overcapacity.
The least discussed topic is just how much overcapacity Intel has and no amount of state subsidies is rescuing it.
Thanks for the info bro, it confirmed that aside from getting chip from SMIC, they do FAB their own chip. @siegecrossbow Sir this validate your previous post about Huawei getting 2 surplus NXT 1980I machine.huawei has successfully experimented and modified the 1980Di into more advanced version. One of the feature is deploying the new planar interferometer. Other experiment including using other liquid instead of water for immersion and other features.
Not just huawei but other domestic players are capable of repairing and replacing domestic parts for ASML and Canon scanner parts.
sorry, where do this come from? I don't doubt that they are experimenting with it somehow, but where is your source on this?huawei has successfully experimented and modified the 1980Di into more advanced version. One of the feature is deploying the new planar interferometer. Other experiment including using other liquid instead of water for immersion and other features.
Not just huawei but other domestic players are capable of repairing and replacing domestic parts for ASML and Canon scanner parts.
I mean it’s slower and iirc you are not stacking as many dram dies together. Main issue is getting yield higher. The more layers you have, the harder it is to have good enough yield iirc.How advanced is HBM2 compared to where e.g. Samsung or SK Hynix are at?