The Hot Take: So USA looks to be having 3 foundries that will be able to produce 2nm chips. This is great news.
Samsung Electronics has reportedly moved into the equipment installation and testing phase at its foundry in Taylor, Texas, transitioning from construction to operational setup for 2nm production. More than 3,000 engineers from Samsung and global equipment suppliers have begun gathering at the site, according to ET News, signaling the start of large-scale ramp-up activities.
Read the full article
The Hot Take: Competition is good for all of us, I'm glad Samsung has caught up finally. Intel has to prove its self but 3 is way better than 1.
The success garnered by TSMC has turned into a double-edged sword for both the worldâs biggest foundry and its customers, as the manufacturerâs 3nm supply has become so constrained that only long-term and loyal customers like Apple are given priority. During this demand and supply disparity, Samsung emerges as the savior for those who are unable to secure orders from their âgo-toâ manufacturer, with the Korean giantâs second-generation 2nm GAA process, also known as SF2P, serving as the ideal alternative. With the 2nm GAA SF2Pâs basic designâŚ
Read the full article
By ckasprzak | TkOut | March 27, 2026 |
Hardware
The Hot Take: That's amazing! We need more manufacturers other than TSMC. I still hope they're looking to make a factory States side, so we don't have to rely on the one in S Korea.
Samsung Electronics has reportedly raised the yield of its 2nm wafer foundry process above 60%, a significant jump from around 20% in the second half of 2025. Industry analysts say this improvement not only cuts manufacturing costs but also boosts Samsung's chances of securing new orders.
Read the full article
The Hot Take: US domestic chip manufacturing appears to be exploding. That's an insane goal, but to bad it's just for his companies.
"Billionaire Elon Musk has announced plans to build a $20 billion chip plant in Austin, Texas" reports a local news station:
Musk announced on Saturday night during a livestream on his social media platform X that the plant, called "Terafab," will be built near Tesla's campus and gigafactory in eastern Travis County. The long-anticipated project is a joint venture between Musk-owned properties Tesla, SpaceX and xAI... The Terafab plant is expected to begin production in 2027.
Musk "has said the semiconductor industry isâŚ
Read the full article
The Hot Take: If this proves true ASML better watch out. Their monopoly might come crashing down if they don't get something that competes.
Lace Lithography raised $40 million in Series A funding on Monday to develop a chipmaking tool that uses a helium atom beam instead of light to pattern silicon wafers.
Read the full article
By ckasprzak | TkOut | March 26, 2026 |
Hardware
The Hot Take: US domestic job market appears to be expanding in tech.
The Trump administration is targeting $4 trillion Pax Silica investment for semiconductors. Itâs not currently clear how the Trump administration arrived at the $4 trillion figure, or how it will ultimately materialize.
Read the full article
By ckasprzak | TkOut | March 23, 2026 |
Hardware
The Hot Take: Interesting new physics? He re-writing the laws of physics?
Like his promise to get a million robocabs on the road, this doesn't add up Elon Musk has put Tesla, SpaceX, and xAI in harness to build a chip fabrication outfit called "Terafab" capable of producing a terawatt's worth of computing power each year, then send most of it into space.âŚ
Read the full article