semiconductors

Shanghai Aishengna named as the maker of China’s first domestic immersion DUV chipmaking tools — first viable domestic 7nm-capable scanner to be completed by 20

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Carl Zeiss SMT has been ASML’s sole projection optics supplier since 1983, and Zeiss SMT revenue grew from €1.2 billion in 2016 to €4.1 billion in 2024. It’s not currently known what, if any, Japanese tooling is inside t…

Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as

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The high-end Spectrum-X Photonics configuration runs 512 ports at 800 Gb/s for 400 Tb/s of switching, and Quantum-X Photonics InfiniBand runs 144 ports at 800 Gb/s. Co-packaging also shifts the laser type toward high-pow…

Fortinet becomes Intel 4’s first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan’s promised foundry wins begin to surface, but on a mature node

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Meteor Lake is aging out of Intel’s lineup as 18A-based Panther Lake ramps through 2026, which leaves open the question of what fills Intel 4 capacity next. A multi-generation firewall ASIC program is a reasonable answer…

Fortinet becomes Intel 4’s first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan’s promised foundry wins begin to surface, but on a mature node

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Meteor Lake is aging out of Intel’s lineup as 18A-based Panther Lake ramps through 2026, which leaves open the question of what fills Intel 4 capacity next. A multi-generation firewall ASIC program is a reasonable answer…

Fortinet becomes Intel 4’s first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan’s promised foundry wins begin to surface, but on a mature node

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Meteor Lake is aging out of Intel’s lineup as 18A-based Panther Lake ramps through 2026, which leaves open the question of what fills Intel 4 capacity next. A multi-generation firewall ASIC program is a reasonable answer…

Fortinet becomes Intel 4’s first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan’s promised foundry wins begin to surface, but on a mature node

by

Meteor Lake is aging out of Intel’s lineup as 18A-based Panther Lake ramps through 2026, which leaves open the question of what fills Intel 4 capacity next. A multi-generation firewall ASIC program is a reasonable answer…