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Showing posts from April, 2025

[Macro Matters] New source: The Economist

Replaced AP News -> The Economist    Benefit from insights induced by The Economist overwhelm monthly subscription fees in my opinion.

[Industry] Semiconductor-4: Appendix

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  [ https://www.semiconductors.org/global-semiconductor-sales-increase-17-1-year-to-year-in-february/ ] What Is CUDA | NVIDIA Official Blog : NVIDIA CUDA, The Standard over decades(Even before DeepLearning.. I used CUDA recently for image recognition projects.) Open-source, Vendor Neutral alternatives => Still lag behind in CUDA  Assessing the Semiconductor Cycle by Looking at the Latest Earnings Reports of TSMC, Micron, and Lam Research | Blog | MacroMicro => Cyclic Industry… Equipment => Lagging Indicator? TSMC Q1 profit surges 60%, beats forecasts | Reuters =>TSMC still holds its hegemony. 65% of market shares. Top performance after 7nm, even if much more expensive than Samsung. Only Foundry.  Report of TSMC chips that went to Huawei 'huge concern,' US Commerce nominee says | Reuters => A huge concern on TSMC regarding sending chips to Huawei..?  => What about Intel / SMIC/ Samsung..? SMIC to emerge due to the US sanctions over Chinese chip make...

[Industry] Semiconductor-3: Manufacturing Process

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  Wafer Preparation:  Extracting Silicons => Purification => monocrystalline ingots  => Slicing & Grinding =>... => Substrate for microelectronic devices Oxidation: Create a 'Glass Layer’ to block current flow and entry of other substances. Si+O₂→SiO₂: Dry Oxidation, Slow (∵ O 2 > H 2 O ), High quality  Si + 2H 2 O →  SiO 2 + 2H 2  :Wet Oxidation, Fast/Low quality Radical Oxidation: Slow, Best quality as using ‘Highly reactive gas’ Photolithography:  PR Coating to wafer =>  Ultraviolet light passes through a mask/reticle => A certain pattern applied on surface Etching:  Removing material to form circuit features: Wet Etching: Uses liquid chemicals (e.g., hydrofluoric acid) for isotropic removal Dry Etching: Employs plasma (e.g., reactive ion etching/RIE) for anisotropic, high-precision patterns. Deposition: Deposition might be applied ‘before’ photolithography if necessary   Doping:    Giving silic...