🌿 lithos(@lithos_graphein):28nm is not an easy node to jump into even if a fab buys the IP. It was the first true immersion lithography made device. It was the node that busted TI out of the leading edge club 20 years ago, and they are only starting to rekindle that now with the acquisition of Micron's Utah fabs (2021) and then Silicon Labs' design IP (2026). 28 nm has huge portfolio value in the foreseeable future. It will continue to make money for decades. When I see startups put out roadmaps saying they'll ramp in a year or two on 28nm I take it with a grain of salt. Easier said than done! This is a long game.

2026.07.20 03:01

28nm is not an easy node to jump into even if a fab buys the IP. It was the first true immersion lithography made device. It was the node that busted TI out of the leading edge club 20 years ago, and they are only starting to rekindle that now with the acquisition of Micron's Utah fabs (2021) and then Silicon Labs' design IP (2026). 28 nm has huge portfolio value in the foreseeable future. It will continue to make money for decades. When I see startups put out roadmaps saying they'll ramp in a year or two on 28nm I take it with a grain of salt. Easier said than done! This is a long game.