Yield

11 pieces tagged Yield.

Pieces

Everyone Is Announcing Capacity. Nobody Is Announcing The Number That Decides It.

Nobody is announcing yield — and only one of those decides whether the wafers are worth selling.

27 Aug 20262:00tip inside

imec Says Fabs Can't Measure Every Wafer. So 95% Are Predicted.

In a fab running virtual metrology, only one to five percent of wafers are physically measured. The rest get a number anyway — predicted by a model that reads the process tools rather than the wafer: gas flows, RF power, chamber pressure, roughly a thousand sensor variables per run, turned into a thickness, a line…

16 Aug 20262:04tip inside

The Chip So Big They Can't Throw the Broken Part Away

Every chip factory on Earth runs on the same rule: cut the wafer into hundreds of chips, test them, and throw the broken ones away. That rule is what "yield" means.

14 Aug 20261:56tip inside

Your Fab's AI Goes Blind on the 2nm Node — Here's Why

Your fab's new AI spots defects better than any engineer — and on the brand-new node it goes almost blind. Not because the model is bad, but because every one of these systems learns from history: thousands of wafers, labelled defects, known-good outcomes.

09 Aug 20262:06tip inside

The 6-Inch Wafer That Every AI Data Center Depends On

NVIDIA just put $2 billion into a chip factory that runs six-inch wafers — not the twelve-inch wafers the rest of the industry moved to decades ago. The reason is that the chips moving data between processors inside an AI data center aren't silicon at all: they're indium phosphide, and the lasers built on it…

08 Aug 20262:05tip inside

Intel's $11 Billion Mirage

Intel just posted an $11B loss — and the stock jumped ~12%.

24 Jul 20262:00tip inside

Two Machines, One Chip Layer

Intel just ran the same 18A chip layer on a ~$380M High-NA EUV machine AND a standard scanner — and got matched yield (first high-volume High-NA logic ever, July 15).

24 Jul 20262:01tip inside

AI Now Lets Chip Fabs "Measure" Wafers They Never Touch (Virtual Metrology)

Chip factories physically measure only about 3 wafers in 100. For the other 97, an AI called virtual metrology predicts the exact dimension straight from the process tool's own sensor "fingerprint" — pressure, power, gas flow, hundreds of signals per wafer — in milliseconds, with no measurement step and no throughput hit.

18 Jul 20262:07tip inside

This $400M Machine Prints Chips in a Focus Thinner Than a Virus (Intel Went First)

This week the most expensive machine humans have ever built made its first real products — and almost nobody noticed. It's called High-NA EUV: a $400-million lithography system, twice the price of a normal chip printer, and Intel just became the first company on the planet to ship commercial chips made on it.

18 Jul 20262:40tip inside

NVIDIA's Chip Is Finished — It Still Can't Ship (The Real AI Bottleneck)

NVIDIA's fastest AI chip has been finished for months — and it still can't ship. The reason isn't the 2-nanometer transistor everyone's racing toward; it's the very last step, advanced packaging.

16 Jul 20261:36tip inside

The Real AI Shortage Is Memory, Not GPUs

Your next laptop just got about 20% more expensive. The reason is HBM, and HBM is a yield problem.

06 Jul 20261:33