A deep dive into how ASML became a chokepoint for making cutting-edge chips by betting on EUV, closely collaborating with TSMC and the US government, and more
By betting on extreme ultraviolet lithography long before it worked, ASML became the chokepoint for cutting-edge chips.
Mistral and Accenture sign a multi-year deal to let Accenture deploy Mistral's models for its clients; Mistral has deals with IBM, Cisco, SAP, ASML, and others
Accenture is added to its list of major clients at a critical juncture in the AI race — Mistral AI struck an agreement …
A profile of Rapidus, which is attempting to prove that bespoke chips can be efficiently and profitably produced in small quantities rather than large batches
Financial Times : X: @tanarrowz and @workmj X: @tanarrowz : In Dec'24, Rapidus will take delivery of an EUV machine from ASML, vital for manufacturing the 2nm chips the company is targeting for trial...
Imec, one of the top chip R&D companies, reports several breakthroughs for printing logic and memory chips in a joint ASML lab using ASML's new High NA tool
Toby Sterling / Reuters :
Sources: Huawei is building a vast chip equipment R&D center in Shanghai and has already hired numerous engineers who have worked for ASML, TSMC, and others
Cheng Ting-Fang / Nikkei Asia :
New York, IBM, Micron, and others plan to invest $10B in a chip research facility at the University at Albany, set to buy ASML's advanced chip-making equipment
Wall Street Journal :