South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support

President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.

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Imec’s 2026 roadmap details 0.3nm nodes by 2038, CFET transistors become viable at 0.7nm — company redefines Moore’s Law as cell sizes gain importance for density
 Imec’s 2026 roadmap details 0.3nm nodes by 2038, CFET transistors become viable at 0.7nm — company redefines Moore’s Law as cell sizes gain importance for density

As CPP shrinking stalls, chipmakers find a new way to increase transistor density. Imec foresees 0.3nm in 2038, CFET insertion in 2038, HLSI era.

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IBM goes sub-1nm, develops 0.7nm-class technology — offering up to 50% higher performance and 70% higher energy efficiency compared to IBM’s 2nm-class node
 IBM goes sub-1nm, develops 0.7nm-class technology — offering up to 50% higher performance and 70% higher energy efficiency compared to IBM’s 2nm-class node

IBM’s new 0.7nm-class fabrication process uses nanostack transistors, requires 2x more FEOL steps for massive improvements in performance, power, and area.

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TSMC is reportedly hiking prices for ‘all advanced nodes,’ accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs

TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.

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Humanoid Livestream: Robot Makers Rushing To Show Machines On Real Production Lines

I see your dancing robot and raise you a robot that can do actual work, live, while being streamed. Humanoid makers are getting real …

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Rare ASML Special Edition Monopoly board unearthed in social media trade — enthusiast swaps 2007 employee gift for High-NA EUV Lego kit

We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.

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ASML denies US government report that its EUV chipmaking tool was shipped to China — says ‘rumors’ are ‘inaccurate and damaging to our reputation’

U.S. Commerce Secretary Lutnick expresses concerns in a conversation with ASML executives that China has an EUV lithography system as ASML denies shipping such scanners to the PRC.
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Post-silicon era gets closer as industry giants crack the 2D transistor scaling bottleneck with breakthrough tech — imec, ASML, and TSMC fab complementary 2D-material transistors at 50nm pitch on a 300mm wafer

Imec, ASML, and TSMC have integrated both n-type and p-type transistors with atomically thin 2D channels on a single 300mm wafer.
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Intel’s fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node

This roadmap provides an in-depth analysis of Intel’s current plans for its chip production capacity.

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No, NYT, It’s Not ‘Nearly Impossible’ To Build Robots Without China

The NYT recently said it’s almost impossible to build robots without China. There are counter-examples very close to home, however …

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