Fried egg galaxy

머스크가 테라팹에 인텔 14A 공정 도입 선언 - 일론 머스크가 테슬라 1분기 실적발표 컨퍼런스콜에서 대규모 반도체 생산시설 테라팹에 인텔 14A 공정을 활용하겠다고 직접 밝힘. - 인텔 14A는 1.4나노급 차세대 공정으로, 2세대 리본펫 트랜지스터와 후면 전력공급 기술 파워다이렉트를 적용한 인텔의 야심작임 - 머스크는 “테라팹 확장이 시작될 시점에 인텔 14A가 충분히 성숙해 있을 것”이라며 이 공정을 적절한 선택으로 봄 - 인텔 14A는 이르면 2027년 말 리스크 생산 예정으로, 테라팹 확장 일정과 맞물리는 구조임. - 테슬라는 약 30억 달러를 투자해 텍사스 오스틴에 반도체 생산 기술 연구시설을 구축할 계획이며, 월 수천 장 규모의 웨이퍼 시험 생산을 목표로 함 - 초기 연구개발은 테슬라가 주도하고, 이후 대량생산 단계는 스페이스X가 담당하는 방식으로 역할을 나눔 - 두 회사 모두 이사회 승인이 필요한 상황으로, 아직 확정된 계획은 아님. - 인텔 입장에서는 테라팹이 파운드리 사업 반등의 발판이 될 수 있는 대형 고객사 확보 기회로 주목받음 - 인텔 측은 이날 별도로 밝힐 내용이 없다는 짧은 입장만 전달함

[Exclusive] Samsung Foundry 2nm Yield at 55%… Stuck Below the 'Mass Production 60%' Threshold Samsung Electronics' foundry business — a key future growth engine — has hit a wall at the '60% mass production' threshold for its 2nm (nanometer; 1nm = one-billionth of a meter) process. With yields stuck in the mid-50% range and failing to enter stable mass production territory, effective yields are expected to drop to the 40% range once back-end processing is factored in. While the company has succeeded in achieving technical entry, the consensus is that it remains insufficient to win orders from global Big Tech clients. According to semiconductor industry sources on the 13th, Samsung Electronics' foundry division's average yield for the 2nm process is understood to be approximately 55%. This is lower than the '60%-plus' estimates floated by some, signaling that additional time is still needed to reach mass production stability. A source with knowledge of internal affairs stated, "The 2nm process yield is in the 50–60% range, with an average around 55%," adding, "The process is running, but it is still a long way from a stable mass production phase." The pace of yield improvement itself has been rapid. Samsung's foundry 2nm yields were reportedly stuck in the 20% range as recently as the second half of last year. Reaching the mid-50s in less than a year is assessed as technically reaching a level where the mass production line can be operated. This is attributed in part to the accumulation of process experience driven by incoming orders for Bitcoin mining chips from China's Canaan and MicroBT, among others. Given the extreme difficulty of the 2nm ultra-fine process, some consider this an exceptionally fast rate of improvement. However, the prevailing view in the industry is that it remains a "half-process" at best. In a structure where nearly half of all wafer input is discarded as defective, the process fails on both price competitiveness and delivery reliability. In particular, when factoring in losses from performance binning and packaging, the actual percentage of chips that can generate profit is estimated to fall as low as 40%. Considering that a single wafer for cutting-edge processes costs tens of millions of won, a 1% difference in yield translates to annual operating profit differences ranging from hundreds of billions to trillions of won. This is bound to significantly derail Samsung Electronics' efforts to improve foundry business profitability. An industry source said, "A yield in the 50% range only means the process 'runs' — it is not a stage where customers can entrust orders with confidence," adding, "It is a zone where both delivery and quality variability coexist." By contrast, rival TSMC is reported to have secured stable yields of 60–70% for its 2nm process. Samsung Foundry's current mid-50% yield is therefore assessed as corresponding to the technical entry stage, but falling short for securing major customers — a "transitional zone." Significant progress has been made, but analysis suggests actual mass production remains premature. In practice, Samsung has secured some customer and internal volumes, but has yet to achieve results in winning key clients such as Apple, NVIDIA, and AMD. Notably, Qualcomm — a global mobile application processor (AP) company that had raised expectations for new orders — is also showing signs of returning to TSMC, citing process yield and stability concerns. Additionally, the 'AI6' advanced autonomous driving chip contracted with Tesla is scheduled for mass production this year, and the yield level achieved at the actual production milestone will be critical in determining profitability and supply stability. Meanwhile, Samsung Electronics' strategy is to win new orders, run its facilities, and improve yields going forward. At Samsung Electronics' annual general meeting on March 18, Han Jin-man, head of the foundry business division (President), stated, "For the 2nm process as well (which is at a higher level than the 4nm process), we can build up order experience with major companies and secure yields through that process." $INTC $TSM

[Exclusive] Samsung Foundry 2nm Yield at 55%… Stuck Below the 'Mass Production 60%' Threshold Samsung Electronics' foundry business — a key future growth engine — has hit a wall at the '60% mass production' threshold for its 2nm (nanometer; 1nm = one-billionth of a meter) process. With yields stuck in the mid-50% range and failing to enter stable mass production territory, effective yields are expected to drop to the 40% range once back-end processing is factored in. While the company has succeeded in achieving technical entry, the consensus is that it remains insufficient to win orders from global Big Tech clients. According to semiconductor industry sources on the 13th, Samsung Electronics' foundry division's average yield for the 2nm process is understood to be approximately 55%. This is lower than the '60%-plus' estimates floated by some, signaling that additional time is still needed to reach mass production stability. A source with knowledge of internal affairs stated, "The 2nm process yield is in the 50–60% range, with an average around 55%," adding, "The process is running, but it is still a long way from a stable mass production phase." The pace of yield improvement itself has been rapid. Samsung's foundry 2nm yields were reportedly stuck in the 20% range as recently as the second half of last year. Reaching the mid-50s in less than a year is assessed as technically reaching a level where the mass production line can be operated. This is attributed in part to the accumulation of process experience driven by incoming orders for Bitcoin mining chips from China's Canaan and MicroBT, among others. Given the extreme difficulty of the 2nm ultra-fine process, some consider this an exceptionally fast rate of improvement. However, the prevailing view in the industry is that it remains a "half-process" at best. In a structure where nearly half of all wafer input is discarded as defective, the process fails on both price competitiveness and delivery reliability. In particular, when factoring in losses from performance binning and packaging, the actual percentage of chips that can generate profit is estimated to fall as low as 40%. Considering that a single wafer for cutting-edge processes costs tens of millions of won, a 1% difference in yield translates to annual operating profit differences ranging from hundreds of billions to trillions of won. This is bound to significantly derail Samsung Electronics' efforts to improve foundry business profitability. An industry source said, "A yield in the 50% range only means the process 'runs' — it is not a stage where customers can entrust orders with confidence," adding, "It is a zone where both delivery and quality variability coexist." By contrast, rival TSMC is reported to have secured stable yields of 60–70% for its 2nm process. Samsung Foundry's current mid-50% yield is therefore assessed as corresponding to the technical entry stage, but falling short for securing major customers — a "transitional zone." Significant progress has been made, but analysis suggests actual mass production remains premature. In practice, Samsung has secured some customer and internal volumes, but has yet to achieve results in winning key clients such as Apple, NVIDIA, and AMD. Notably, Qualcomm — a global mobile application processor (AP) company that had raised expectations for new orders — is also showing signs of returning to TSMC, citing process yield and stability concerns. Additionally, the 'AI6' advanced autonomous driving chip contracted with Tesla is scheduled for mass production this year, and the yield level achieved at the actual production milestone will be critical in determining profitability and supply stability. Meanwhile, Samsung Electronics' strategy is to win new orders, run its facilities, and improve yields going forward. At Samsung Electronics' annual general meeting on March 18, Han Jin-man, head of the foundry business division (President), stated, "For the 2nm process as well (which is at a higher level than the 4nm process), we can build up order experience with major companies and secure yields through that process." $INTC $TSM

Products from one Barrel of Crude Oil

So basically, ever since NATO refused to dance to Washington's war drums in the Middle East, there has been this lobotomized trend of Americans pushing for their "sweet and all-powerful" country to pull out of NATO to "teach Europe a lesson." It is worth noting that I've seen plenty of room-temperature IQ takes on this platform, but this one right here takes the trophy. Understand that America cannot pull out of NATO because doing so would be tantamount to a high-speed suicide. 1. BASES ARE NOT CHARITY HOUSES: Fact is that, American bases scattered around Europe are not a collection of homeless shelters for soldiers. They are being used by America to project raw power. They are the forward-operating gas stations of American hegemony. Those bases allow the US to protect trade routes and strike anywhere on the planet in a matter of hours. America has the ability to force and bully the world into using the dollar to buy oil today specifically because of these bases. Without these bases acting as drainage pipes around the Persian Gulf, America would not stand a single, solitary chance against Iran. So Americans, understand that you u are not "protecting" the EU; you're squatting in their yard so you can keep your boot on the world’s throat. 2. CLOSE ALL TRADE: Again, even with a rudimentary, fifth-grade knowledge of Economics, it’s not difficult to see that should America decide to close all trade with the EU, Americans will be eating their own shoes within weeks. Cutting the EU off would send the US stock market into an unprecedented nose dive and ensure that the "Made in the USA" sticker becomes a pathetic relic of a bygone era. You’re not "punishing" the Europeans; you’re amputating your own legs here. 3. THE TECH BAN: Refusing to sell military equipment to Europe may sound "alpha" to the Twitter keyboard warriors until you realize that American military industries like Lockheed Martin, Boeing, and Raytheon employ hundreds of thousands of Americans. Closing that market corridor is an automatic sack letter to that entire labor force, which would collapse the US economy overnight. Furthermore, the EU won't just sit there and cry like a baby,they will simply outsource their military equipment from Russia and China, and case closed. The American economy would effectively grind to a halt while your rivals cashed the checks. 4. INTELLIGENCE SHARING: This is the most delusional part of the entire manifesto. Intelligence sharing is a two-way street. If America refuses to share intelligence with the EU, then the EU shuts the blinds on America likewise. If their radar detects Intercontinental Ballistic Missiles from North Korea, China, or Russia heading for US soil, and you've "cut them off," they are not going to pick up the phone either. Before your own local radar can even pick up the signal, half of America’s major cities would already be buried under the rubble. Conclusion: This "Catturd" manifesto is a bluff written by people disconnected from reality who have enjoyed the safety and luxury of a US-led world for so long they’ve forgotten how they got it. You can't be the "greatest nation on earth" while hiding under your bed and refusing to talk to the neighbors. Cutting off the EU is not "America First." It’s America Finishing Last, alone, irrelevant, and blind, while the rest of the world moves on without the dying and outdated empire.