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Dan Nystedt

@dnystedt

Sep 25

The chief technology officer of ASML said high-NA may be the end of the line for lithography.

"For years, I’ve been suspecting that high-NA will be the last NA, and this belief hasn’t changed.” said Martin van den Brink, in an interview with Bits & Chips.
1/9 Thread $ASML

2/9 ASML CTO
ASML is researching the successor to high-NA, called hyper-NA. But the cost of hyper-NA may be too high.

“If the cost of hyper-NA grows as fast as we’ve seen in high-NA, it will pretty much be economically unfeasible,” Van den Brink said.
#Semiconductors $ASML

3/9 ASML CTO
The goal of ASML’s hyper-NA research program is to come up with ways to keep costs down.

“We’re trying to come up with fundamental changes in manufacturing and design to make sure that if we’re going to do it, it will be economically feasible,” he said.
$ASML

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Dan Nystedt

@dnystedt

Sep 22

TSMC will give NT$16,000 employee bonuses (non-management) and NT$2,000 shopping vouchers for Sports Day 2022 on 10/15, media report, despite the event being cancelled for a 3rd year due to Covid. The total payment: NT$800 million (US$25.5 million). $TSM ctee.com.tw/news/tech/7205…

Related: The turnover rate among new TSMC employees (less than 1-year) hit 17.6% last year, above its 15% target and the 6.8% rate among all employees, media report, speculating 12-hour shifts to be the key problem, despite that being normal in industry. chinatimes.com/realtimenews/2…

Note: It could also be simply because TSMC is expanding so quickly and hiring far more workers than before.

Read 4 tweets

Dan Nystedt

@dnystedt

Sep 21

A survey of Taiwan citizens found only 30% believe Taiwan could win a conflict with China, while 51% said China would win, and the rest of those polled were undecided, media report.

In a separate survey, by the ChinaPower Project, 64 experts, including former US officials, found 63% believe China will invade Taiwan within 10-years, and 100% believe the US would intervene to defend Taiwan.

That should read: "100% think China expects the U.S. military would deploy forces to defend Taiwan from an invasion."

Read 4 tweets

Dan Nystedt

@dnystedt

Aug 15

The US is moving forward with bilateral trade talks with Taiwan, and expects announcements in coming days, media report, citing Kurt Campbell, deputy assistant to President Biden, and coordinator for the Indo-Pacific.

Campbell: "We’ll continue... to deepen our ties with Taiwan, including through continuing to advance our economic and trade relationship. For example, we’re developing an ambitious roadmap for trade negotiations, which we intend to announce in the coming days." (press briefing)

Link: whitehouse.gov/briefing-room/…

Read 4 tweets

Dan Nystedt

@dnystedt

Aug 14

Ex-TSMC R&D boss Shang-yi Chiang made headlines last week over a Computer History Museum interview. Chiang was vital to TSMC's success. When he joined TSMC in 1997, it was a technology laggard. When he retired in 2013, it was an industry leader. $TSM #semiconductors
Thread 1/25

2/25 Chiang: Employees, the key to TSMC's success
“0.13 micron (130-nanometers, in year 2000) was a very important node for TSMC because we became the first one in the world to deliver manufacturing wafer of copper and low-K. I remember going, "Wow! This company did something."

3/25 The key TSMC success
Other chipmakers asked Chiang, "We all take 2-years to develop one generation, how come you guys can do it in 1 or 1 ½ year?"

Chiang: "because my R&D engineer works three shifts (24-hours a day) and you only work one shift (8-hours)…"

Read 26 tweets

Dan Nystedt

@dnystedt

Apr 20

Four Taiwan tech industry leaders warned the impact of China's #COVID19 lockdowns is huge, much bigger than its power rationing late last year, media report. The four all have operations in China, and say lock downs are wreaking havoc on supply chains. 1/2 udn.com/news/story/724…

The 4: AU Optronics Chair Paul Peng, Delta Electronics CEO Ping Cheng, Qisda Chair Chi Hung Chen and Lite-On Technology CEO Anson Chiu, media report, adding that Lite-On's Chiu said the issue will push the chip shortage into 2023. #semiconductors

China's semiconductor production shrank 4.2% in the 1st quarter amid #COVID19 related disruptions, with a steep decline of 4.2% in March, media report. The quarterly drop was the first since the 1st quarter of 2019. #semiconductors

Read 6 tweets

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