2022-08-17
“The furore over SMIC's progress is quite overblown — they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller, an expert on the Chinese semiconductor industry. “But it is understood that the yield is terrible.” https://www.ft.com/...
Bloomberg
TrendForce: DRAM bit growth, a key barometer for chip market demand that measures memory produced, will rise 8.3% in 2023, the weakest on record
they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller, an expert on the Chinese semiconductor industry. “But it is understood that the yield is terribl...
2022-08-16
“The furore over SMIC's progress is quite overblown — they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller, an expert on the Chinese semiconductor industry. “But it is understood that the yield is terrible.” https://www.ft.com/...
Bloomberg
Experts say the chip market is facing an “inventory correction”, which could be the worst downturn in a decade, as the global economy weakens and demand fades
Even in an industry famous for its roller-coaster cycles, chipmakers are bracing for a particularly severe shift in coming months … Tweets: @pelstrom , @shiraovide , @pelstrom , @p...
“The furore over SMIC's progress is quite overblown — they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller, an expert on the Chinese semiconductor industry. “But it is understood that the yield is terrible.” https://www.ft.com/...
Financial Times
China's SMIC producing 7nm chips is a breakthrough but experts suggest yields are low due to lacking EUV; SMIC must now decide if it wants to mass produce 7nm
they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller, an expert on the Chinese semiconductor industry. “But it is understood that the yield is terribl...