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Semiconductor Manufacturing — Concepts | NewsPals
Concepts
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Semiconductor Manufacturing
the lore behind the feed
Semiconductor Manufacturing
The stories that keep pulling this idea back into the feed.
15 stories
In the feed
hardware
Terafab Shows AI Hardware Moving From Buying Chips To Owning Fab Capacity
Tom's Hardware's Terafab report shows why AI builders are watching manufacturing capacity as closely as accelerator specs.
hardware
Samsung Taylor Fab 2 Shows Why Chip Supply Waits for 2028
Samsung plans a second Taylor, Texas fab this year, but its supply warning is the real lesson.
hardware
Intel Foundry’s €5B Leixlip Intel 3 Bet Tests the Gap Between Capacity and Wafers
The Ireland expansion is a cleanroom level lesson in node demand, regional manufacturing, and why announcements are only the first wafer.
hardware
SK hynix's $64 Billion Memory Plants Show Why Supply Crunches Outlast Capex
The spend is real, but capacity, timing, tooling, yields, and product mix decide when buyers feel relief.
hardware
IBM's 0.7-Nanometer Claim Shows Why Chip Nodes Are Not Rulers
The useful lesson is not the argument, it is learning why a node label is a generation name, not a transistor tape measure.
hardware
Intel 18A May Challenge TSMC, But 3-5 Million vs 17 Million Is the Lesson
The transistor story is real, but foundry customers buy capacity, trust, and ramp confidence.
hardware
AMD Is Courting Samsung to Build Zen 6. The Yield Math Is the Whole Story.
AMD is reportedly in advanced talks to fabricate Zen 6 chips at Samsung, trading known yield risks for supply security , and the decision reveals how chipmakers think about foundry economics.
hardware
SMIC N+3 Teardown: How DUV Multi-Patterning Outpitched Intel 18A
SemiAnalysis reverse-engineered the Kirin 9030 and found a 32.5 nm minimum metal pitch. Here is what that number teaches you about process technology.
hardware
Going Up: How Stacked Silicon Layers Could Keep Moore's Law Alive
A University of Illinois team has cracked the thermal problem that blocked monolithic 3D chip integration for decades, and the results are worth paying attention to.
hardware
Samsung's Memory Goldmine: How AI Workloads Rewrote the Economics of Silicon
An eightfold profit jump reveals the hidden hardware requirements driving AI's memory hunger
hardware
China's 2D Chip Manufacturing Breakthrough: When Speed Meets Physics
A deep dive into the manufacturing technique behind the 1,000x production speed improvement and what it means for semiconductor education
hardware
Tata Electronics and ASML Are Building India's First Advanced Semiconductor Fab. Here's What That Actually Means.
A landmark MOU, a machine that costs $380 million, and a career opportunity hiding inside a supply chain story.
hardware
Arm Builds Its First CPU After 35 Years, And It Changes Everything
The chip design giant abandons its licensing-only model to manufacture silicon for AI inference, rewriting the rules of the semiconductor industry
hardware
TSMC's Four-Year Waitlist: When the World's Chip Factory Books Out Past 2028
The foundry bottleneck that's reshaping how hardware gets made, and what developers need to know about planning around scarcity
hardware
Inside Xanadu's Quantum Chip Manufacturing Revolution: From Lab Benches to Industrial Foundries
How photonic quantum processors are making the leap from research labs to mass production using specialized semiconductor tools
Also vibing
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Foundry Capacity
Intel 18A
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TSMC
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