Do you think Intel will be able to deliver 18A on time for external customer? Panther Lake and Clearwater forest cpus are planned for mass production using 18A. If 18A fails, can't imagine what will happen with Intel?
We shall see. The Reuters report on Broadcom test wafer yields does not inspire confidence. Internal and external defect density are likely different. Easy to see what happens if 18A fails. Bankruptcy.
When hbm 4 arrives, u think samsung using 1c node while other remain on 1b can address the yield issue? Still a surprise samsung yield is so bad even both micron and samsung are on tc ncf
I don't know much about memory nodes. My understanding is that the Samsung yield issues are parametric. Too much heat to hit target clocks. Not sure if that is due to leakage from poor packaging/stacking or the node itself.
Do you think Intel will be able to deliver 18A on time for external customer? Panther Lake and Clearwater forest cpus are planned for mass production using 18A. If 18A fails, can't imagine what will happen with Intel?
We shall see. The Reuters report on Broadcom test wafer yields does not inspire confidence. Internal and external defect density are likely different. Easy to see what happens if 18A fails. Bankruptcy.
When hbm 4 arrives, u think samsung using 1c node while other remain on 1b can address the yield issue? Still a surprise samsung yield is so bad even both micron and samsung are on tc ncf
I don't know much about memory nodes. My understanding is that the Samsung yield issues are parametric. Too much heat to hit target clocks. Not sure if that is due to leakage from poor packaging/stacking or the node itself.