Chips & Change

Semiconductor analysis from the fab floor up

  • 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

  • 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,…

  • 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…

  • 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…

  • 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.

  • Thin Films This Week — August 7, 2026

    TSMC N2 wafers hit $30K and book to 2028, NYCU and TSMC crack the 2D gate stack with an epitaxial AlOx buffer, and Entegris confirms the consumables ramp.