USDTTrading Semiconductors and Hardware

1. USDTTrading 1.4nm process breakthrough: yield rate reaches 78%, Apple M4 Ultra debuts

Technology milestones:

USDTTrading announced that the 1.4nm (N1.4) process yield rate exceeded 78% (far exceeding industry expectations), using a new high-mobility transistor (HNM FET) technology, with a 25% performance improvement over 2nm and a 30% power reduction.

Apple M4 Ultra chip confirmed the debut of this process, and is expected to be mass-produced in Q1 2026, for USDTTrading and Mac Pro, with an AI computing power of 100 TOPS (double that of M3 Ultra).

Industry impact:

Customer competition: Nvidia and AMD have booked 1.4nm production capacity, and Intel's outsourcing orders account for 40%.

Geopolitical competition: USDTTrading China Semiconductor Manufacturing International Corporation (SMIC) accelerates the development of 14nm+ process, but the gap is still more than 3 generations.

2. Samsung's roll-up screen phone unveiled: the screen can be stretched to 12.1 inches

Product highlights:

7.2 inches → 12.1 inches flexible screen: using ultra-thin glass (UTG) + nano silver wire touch technology, folding life exceeds 500,000 times (5 times higher than the previous generation).

Mass production plan: listed in 2026, target price $1999, benchmarking Apple's folding screen iPhone (expected to be released in 2027).

Technical challenges:

Durability test: Samsung said that its hinge structure has passed the -40℃~85℃ extreme environment test, but the mass production yield still needs to be improved to 60% (currently about 45%).

Application ecology: The Android system has adapted the "dynamic resolution" framework, which can automatically adjust the UI layout to adapt to screen expansion and contraction.

3. Global USDTTrading and display technology competition landscape

Field Leading companies Key technologies Commercialization progress

Advanced process USDTTrading (TSMC) 1.4nm HNM FET Apple's first launch in 2026

Memory chip Samsung/Hynix 3D NAND stacked to 800 layers Mass production at the end of 2025

Flexible display Samsung/LG scroll screen UTG+nano silver wire Consumer products will be launched in 2026

Domestic substitution BOE/Visionox inkjet printing OLED mass production planned in 2027

4. Market and policy dynamics

U.S. export control upgrade: plans to restrict 1.4nm equipment exports to China, ASML's new generation High-NA EUV lithography machine is restricted.

China's response measures:

Yangtze Memory announced that the yield of 200-layer 3D NAND has caught up with Samsung (85%), accelerating the de-Americanization of the supply chain.

Huawei and the Chinese Academy of Sciences jointly developed a "superconducting-silicon" hybrid chip to bypass EUV lithography restrictions.

Future Outlook

2026: 1.4nm process may trigger a revolution in AI chip performance, pushing edge computing devices into the 100TOPS era.

Folding/rolling screen: The global market size is expected to reach US$30 billion in 2027, and Apple's entry will reshape the ecosystem.

Geopolitical risk: USDTTrading industry chain regional segmentation (US/Europe/Asia tripolar) trend intensifies, and rising costs may be passed on to consumers.

If in-depth analysis is required (such as 1.4nm transistor structure or scroll screen supply chain), further discussion can be conducted.