Center for Technology & Statecraft: Chinese fabs had acquired ~343 DUVi tools by early 2026, with ~270 from ASML; DUVi can be adapted to make 7nm chips and HBM
DUV tools, though not as advanced as EUV, can be adapted to manufacture 7-nm logic chips and advanced memory for AI processors, report says.
Center for Technology & Statecraft: Chinese fabs had acquired ~343 DUVi tools by early 2026, with ~270 from ASML; DUVi can be adapted to make 7nm chips and HBM
DUV tools, though not as advanced as EUV, can be adapted to manufacture 7-nm logic chips and advanced memory for AI processors, report says.
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:
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
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 …
A TSMC exec says the Arizona fab will not be “as profitable as our Taiwan fabs”, amid construction and labor challenges and the lack of EUV expertise in the US
Financial Times :
As ASML reaches a ~€275B market cap, twice that of Intel, a look at the fundamental limits on making ever-smaller chips, which could finally end Moore's Law
For decades, ever-tinier semiconductors have allowed huge leaps in computing progress. Not for much longer, warn experts Bluesky: @revan.bsky.social . Tweets: @jasoncosta , @adam_tooze , @graphcoreai...
TrendForce: DRAM bit growth, a key barometer for chip market demand that measures memory produced, will rise 8.3% in 2023, the weakest on record
they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller, an expert on the Chinese semiconductor industry. “But it is understood that the yield is terrible.” https://www.ft.c...