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iPhone 14, Jio, Samsung, Meta: mmWave Deploymen...
mmWave Adoption: Status and Economics Millimeter wave (mmWave) 5G has not achieved broad global deployment despite early expectations. A leading modem/RFFE supplier has identified a front-end opportunity of up to...
iPhone 14, Jio, Samsung, Meta: mmWave Deploymen...
mmWave Adoption: Status and Economics Millimeter wave (mmWave) 5G has not achieved broad global deployment despite early expectations. A leading modem/RFFE supplier has identified a front-end opportunity of up to...
Gate-All-Around Spurs Onto Innovation Advances ...
Summary Inspection and metrology dynamics are changing as logic moves from FinFETs to gate-all-around (GAA) nanosheets and memory roadmaps push deeper into 3D NAND and exploratory 3D DRAM. Recent selections...
Gate-All-Around Spurs Onto Innovation Advances ...
Summary Inspection and metrology dynamics are changing as logic moves from FinFETs to gate-all-around (GAA) nanosheets and memory roadmaps push deeper into 3D NAND and exploratory 3D DRAM. Recent selections...
EV Group and IMS Nanofabrication’s Roles in DRA...
Overview Advanced logic, DRAM, NAND, and CMOS image sensor fabrication depends on a web of globally distributed bottlenecks. Beyond well-known nodes like TSMC and ASML, critical segments—spanning chemicals, equipment, fabrication,...
EV Group and IMS Nanofabrication’s Roles in DRA...
Overview Advanced logic, DRAM, NAND, and CMOS image sensor fabrication depends on a web of globally distributed bottlenecks. Beyond well-known nodes like TSMC and ASML, critical segments—spanning chemicals, equipment, fabrication,...
Chiplet Photonics: Lightmatter Passage and Co-P...
Context and Motivation Photonic approaches to AI compute have long promised major gains in latency, bandwidth, and power efficiency. Earlier photonic compute concepts, such as a rigid accelerator architecture, struggled...
Chiplet Photonics: Lightmatter Passage and Co-P...
Context and Motivation Photonic approaches to AI compute have long promised major gains in latency, bandwidth, and power efficiency. Earlier photonic compute concepts, such as a rigid accelerator architecture, struggled...
Chips 4 Alliance and NAND: Policy Impacts and S...
Executive Summary NAND remains intensely competitive with rapid cost declines. Bit output has expanded ~30%–35% annually (doubling every 2–3 years) while wafer fab equipment (WFE) spend held near $15–$20B per...
Chips 4 Alliance and NAND: Policy Impacts and S...
Executive Summary NAND remains intensely competitive with rapid cost declines. Bit output has expanded ~30%–35% annually (doubling every 2–3 years) while wafer fab equipment (WFE) spend held near $15–$20B per...
GlobalFoundries Inventory Build Versus Customer...
Thesis Despite strong recent share-price performance (up ~20% during capital markets week) and solid reported utilization and margin expansion, multiple structural risks argue for caution. By this analysis, GlobalFoundries (GF)...
GlobalFoundries Inventory Build Versus Customer...
Thesis Despite strong recent share-price performance (up ~20% during capital markets week) and solid reported utilization and margin expansion, multiple structural risks argue for caution. By this analysis, GlobalFoundries (GF)...