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Thin Films This Week — November 13, 2026
Jensen Huang’s resignation and what it means for export control, Applied Materials’ record quarter, Infineon’s 300 mm silicon carbide breakthrough, and Mitsui’s 11.9 billion dollar bet on photoresist.
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Six Revealing Shifts Keeping 28nm Alive
The 28nm process node is not just old, it is an inflection point in the industry’s history: the node where cost-per-transistor scaling stalled, where planar transistors ended their mainstream run,…
Latest analysis
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5nm Explained: What the Name Actually Means and Why It Matters
TL;DR: “5nm” is a marketing generation name, not a measurement of anything on the chip. It refers to TSMC’s N5 family and its rivals’ equivalents: the first high-volume EUV node, which…
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Six Revealing Shifts Keeping 28nm Alive
The 28nm process node is not just old, it is an inflection point in the industry’s history: the node where cost-per-transistor scaling stalled, where planar transistors ended their mainstream run,…
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Thin Films This Week — August 29, 2026
Fab Floor Briefing: Intel 14A defect learning is the best since 22nm, SK hynix breaks ground on its Indiana HBM base, and Kioxia and SanDisk commit $31 billion to Japan…
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Thin Films This Week — August 21, 2026
Three stories this week, and each one is really about who controls the films. Intel 18A-P lands Socionext, Samsung pushes HBM base dies to 2nm, and China’s AMEC triples etch…
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Thin Films This Week — August 14, 2026
Applied Materials’ record quarter, TSMC’s 98% CoWoS-L yield, and Samsung’s 80% golden yield on HBM4. Three headlines that are really thin films stories.