It was said here that on February 25, 2026, multiple semiconductor industry outlets reported that SMIC has successfully produced early 3-nanometer test wafers. https://t.co/3nXxPMB2e0
ASML Q1 2026 Earnings Call Transcript: https://t.co/LpmwKmZG5v
Customers who ordered High-NA EUV are expected to test whether it can work for real product. Thus, it's not a shoo-in.
Immersion systems are ordered along with EUV systems, so DUV capacity is targeted much higher.
Intel/Synopsys: Buried multilayer (ML) defects in EUV masks continue to pose a significant challenge to imaging fidelity and yield in 0.33 NA EUV lithography.
It's going to be even harder with High NA which can resolve smaller defects.
https://t.co/7cqj54ztiX
Restates some points I made in my EUV Substack. The stitching and die height impact on productivity also should not be ignored. If this is true customer feedback, Intel 14A may need to give up High-NA or else risk delayed acceptance.
https://t.co/4eIElsZ0zg
Huawei's claim of 238 Mtr/mm2 density implies something like CPP=48 nm, Cell height = 175 nm, comparable to N3E or 18A, but in actuality it could be looser than N+3, just using two bonded tiers of transistors.
TSMC doesn't need to aggressively shrink any pitches going from N3 to N2 to beat Intel and Samsung at the 2nm-class transistor density.
Source: https://t.co/TXGBU7Ksez (coverage starts at 5:00)
E. Musk: No one has near term plans to use High-NA EUV. "Half the chip for twice as much, for a gain that is relatively small."
https://t.co/X6xF74LHjV
Huawei recently announced its focus on tau scaling and LogicFolding for its chip design. The claim to increase transistor density mirrors the objective of using CFETs. How could they do this with hybrid bonding? That's discussed in this article.
https://t.co/iWjAZuOD6p
Here we examine the stochastic effects of EUV lithography for 32 nm line pitch, where, unlike metal interconnects, the lines are narrower than the half-pitch, as in DRAM word lines and bit lines. There is a significant impact on edge roughness. https://t.co/e5upru8byM