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Posts tagged #Foundry

Articles related to Foundry.

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Semiconductors

The Packaging Bottleneck: How 2nm Yield Fractures and CoWoS Deficits are Rewriting the Semiconductor Economic Model

Nov 01, 2026 6 min read

The global semiconductor industry is navigating a systemic fracture in advanced node transitions, ch...

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Semiconductors

The Packaging Ceiling: Why Faster Transistors Stopped Mattering in the Semiconductor Cycle

Oct 31, 2026 7 min read

Semiconductor scarcity has migrated from transistor density to packaging capacity, HBM allocation, a...

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Semiconductors

The Silicon Bill Comes Due: What the AI Capex Reckoning Means for the Chip Supply Chain

Oct 30, 2026 6 min read

Microsoft's disclosed $10 billion quarterly OpenAI revenue and Anthropic's reported first-half loss ...

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Semiconductors

The Foundry Schism: Intel’s IFS Spin-Off and the Geopolitical Rationing of Silicon

Oct 28, 2026 4 min read

Intel’s spin-off of its foundry business into IFS Corp, backed by a $20B Samsung and DoD joint ven...

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Semiconductors

The Yield Illusion: TSMC’s A14 Tape-Out Exposes the Physics Wall of Nanosheet Architecture

Oct 28, 2026 5 min read

TSMC’s successful A14 tape-out is overshadowed by a 30% defect rate inherent to nanosheet architec...

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Quantum Computing

The 18A Resurgence: Intel’s PowerVia Yield Breakthrough and the Foundry Trust Recalibration

Oct 28, 2026 3 min read

Intel's 18A process node with PowerVia backside power delivery achieves >80% HVM yield, validating i...

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