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Intel Starts Shipping High-NA EUV Silicon

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Re: Intel Starts Shipping High-NA EUV Silicon

#81

Im rooting for Intel. I hate the current paradigm where all the best chips are made in one factory in Asia.

Intel is doing well. They have 18A yields up to 85% at Fab 52. That's huge for the foundry business: the best foundries are not all in Asia now.

Rumor is they're moving Nova Lake production mostly in-house due to 18A success.

Re: Intel Starts Shipping High-NA EUV Silicon

#82
post #8

Earlier quoted context omitted.

TSMC also AFAIK is forbidden from setting up bleeding-edge fabs outside of Taiwan?

Four more 2nm (or below) fabs in Arizona. That's bleeding-edge or very close to it.

Will they remain bleeding edge by the time they are operational?

Re: Intel Starts Shipping High-NA EUV Silicon

#84

Earlier quoted context omitted.

isnt DUV and EUV technologies discovered and developed by US national labs (LLNL, LBNL, Sandia) in cooperation with EUV Consortsium funded by US Chipmakers (Intel, AMD, Motorola) and licenced to Cymer?

EUV was "invented" (demonstrated) in Japan first, though those US labs did a lot of work on the overall lithography system and reflective optics to put it into practice. The US DOE along with the manufacturers made a consortium (EUV LLC consortium) to commercialize/scale that Japanese technology because they could obviously see the promise, and Cymer is a member, as was ASML already via SVG. Simultaneously Japan crea…

This video:

https://youtu.be/MiUHjLxm3V0

Has a lot of the history

Re: Intel Starts Shipping High-NA EUV Silicon

#85
post #30

Earlier quoted context omitted.

> A great achievement of European science and technology It's an amazing piece of technology but this is... wildly wrong. ASML is a multi-national company that licenses IP largely from USA and Japan, but also Taiwan and Germany. The actual EUV light source is developed and produced in California by Cymer, which ASML acquired in 2013. But ASML was only permitted to acquire the company under a strict technology sharing…

The most absurdly biased and inaccurate take on ASML I've ever seen, congrats. If the machines are so easy to build and integrate, why isn't it happening in America?

Can't build shit in America. Not even data centers.

Re: Intel Starts Shipping High-NA EUV Silicon

#87
post #8

Earlier quoted context omitted.

TSMC also AFAIK is forbidden from setting up bleeding-edge fabs outside of Taiwan?

Four more 2nm (or below) fabs in Arizona. That's bleeding-edge or very close to it.

By end of decade, no? Seems like domestic fab will always be two steps behind. I assume by design.

Re: Intel Starts Shipping High-NA EUV Silicon

#88
post #51
post #48

Earlier quoted context omitted.

The entire multinational effort is in US-Europe-E.Asian countries which are a coordinated allied bloc. The Netherlands allows it because they are entirely aligned. Strong mutual defense agreements cover four out of the five crucial countries here (NATO, Anpo, MDT US/ROK) and the last (Taiwan) has arms sales assurances. It’s not like these are strongly opposed nations or anything. Part of the same fleet in some sense.

2023 called...

Russia invaded in 2022, Trump was elected in late 2024 and took office in 2025. The out of context quote that kicked all this off was in 2017 or 2018. Somehow you picked the one year out of the last 10 or so that didn't matter for any of this.

The really wild thing about this whole narrative is how unlikely this entire sequence of events was. Let's review:

1) Trump gives some rambling answer to an Estonian journalist in 2017 (or 2018) in which he says about 4 different things, all of which conflict with each other.

2) That journalist clips the answer to make it sound like Trump wants to leave NATO.

3) European leaders lose their mind and for the first time in 35 years actually up their military spending. Something that every US president since Bush Sr has made a major foreign policy goal that ever single administration failed at.

4) So completely by mistake, a journalist nobody has ever heard of, handed Trump the biggest foreign policy win for any US president since Bush Sr.

5) Russia invades Ukraine

6) Sweden and Finland join NATO

7) Trump wins the 2024 election and cuts off some of the Ukrainian aid (but not intelligence sharing).

8) The removal of US limitations on Ukraine allows them to strike Russian oil infrastructure.

9) Russia can no longer afford to fund their war in the way they had been.

10) Ukraine is now actually winning.

So somehow, Trump has gotten a huge foreign policy win and helped turn around the war in Ukraine completely by accident. Its like watching a cow talk.

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