ASML says it plans to make at least 60 of its standard EUV machines in 2026, 36% more than it sold in 2025, as it races to meet demand for making AI chips
Kim Mackrael /Wall Street Journal:
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.
ASML says it plans to make at least 60 of its standard EUV machines this year, 36% more than it sold in 2025, as it races to meet demand for making AI chips
ASML is the only supplier of the machines needed to make cutting edge AI chips at scale — VELDHOVEN, the Netherlands …
ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030
ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030
Researchers at ASML Holding say they have found a way to boost the power of the light source in a key chip making machine to turn …
Sources: China built a working prototype of an EUV machine in early 2025 with a team of former ASML engineers who reverse-engineered the company's EUV machines
In a high-security Shenzhen laboratory, Chinese scientists have built what Washington has spent years trying to prevent …
ASML reports Q3 net bookings of €5.4B, vs. €4.9B est., as the AI boom boosts demand for its most sophisticated EUV machines to make the most advanced AI chips
A look at ASML's planned 100-hectare expansion project in Eindhoven, set to create 20,000 jobs and that is focused on expanding production of its EUV machines
Bloomberg :
xLight, which is developing a new class of laser for EUV machines in partnership with ASML, raised a $40M Series B led by Playground Global
exciting times for chipmaking innovation! Nikolas Prokopiou / @nikpro98 : @Reuters Semiconductor sovereignty is the new space race. $40M is just the opening bid in what will be a trillion-dollar battl...
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...