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Explore the latest semiconductor news and technology.
TSMC has achieved stable yields exceeding 98% on 5.5x reticle-size CoWoS packaging technology for large AI chips. However, the supply challenge is shifting from within the process itself to external factors such as HBM and substrate shortages, material variability, and ensuring system-level reliability.
A plan has surfaced for SK hynix to raise NAND production in Dalian, China, to 150,000 wafers per month by 2027. The timing depends on FG product yields and equipment import conditions.
Reports indicate Samsung plans to center 2nm and 1.4nm production on 0.33 NA EUV multi-patterning, while aiming to introduce High-NA EUV into mass production starting with the 1nm-class A10 node. Equipment capability and process qualification timing need to be read separately.
A report claims CXMT's 17nm-class DDR5 has surpassed 90% yield. Cross-checking this against official materials on mass production and utilization rates, we examine why PC adoption remains limited by region and volume, and what conditions would be needed to gauge actual supply capacity.
A hardware/software co-design accepted to MICRO 2026 uses the signal of "which task is currently being executed" in a multi-task inference model to physically skip unnecessary compute tiles on an FPGA. It cuts FLOPs by up to 76% and shortens latency by 2.4x, while the contrast with the same mask causing a 22% slowdown on GPUs clearly reveals the hardware requirements for exploiting sparsity.
NVIDIA has signed memoranda of understanding with six financial firms, outlining a plan to mobilize over $500 billion in third-party capital for AI compute infrastructure. While GPUs are treated as financial assets, the definitive agreements and loss-sharing arrangements remain undetermined.
Intel has proposed a new $15 billion stock offering, but the use of proceeds is for general purposes, and no allocation to 14A has been disclosed. While 14A is proceeding toward risk production for Intel's own products in second-half 2027 and a 2028 ramp, no external customer contracts have been confirmed.
Samsung's HBM4 yield is reported to have improved from under 60% at the start of mass production to nearly 80%. Whether this can be turned into revenue from customer supply depends on the calculation conditions and whether the rate holds after output increases.
Terafab, the plan from SpaceX and Tesla, touts over 100 million square feet of manufacturing space. However, this figure doesn't directly indicate a building's footprint or production capacity—disclosure of design and mass-production metrics will determine how it's judged.
When titanium dioxide—used in sunscreen and pigments—is thinned to 3 nm or less, a ferroelectric phase emerges. This discovery, which exploits an 'inverse size effect' in which polarization strengthens as the film gets thinner, is highly compatible with semiconductor manufacturing and could open a path toward low-power memory.
