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O
Yes, indeed. Though, my point is, that the overlooked demand drivers are not inconsequential if you start adding the numbers and take...
Tuesday at 8:05 AM
O
Except that every military application of semiconductors put together -- drones in Ukraine included -- is orders of magnitude smaller...
Tuesday at 7:57 AM
I fell you overestimate Intel's business and way-underestimate tsmc. My personal forecast is that Intel will have only 6 HNA by end of...
Tuesday at 7:49 AM
F
i am pretty sure they have both High-NA and Non High-Na variant
Tuesday at 7:04 AM
B
One would think when your richest customers have to start beefing up their balance sheets, the end is nigh.
However, the flip side of...
Tuesday at 5:42 AM
I
Except that every military application of semiconductors put together -- drones in Ukraine included -- is orders of magnitude smaller...
Tuesday at 5:39 AM
B
Indeed! Of course they have a point, that the current pricing environment will not last forever, but their reasoning is rather peculiar...
Tuesday at 5:28 AM
O
Indeed! Of course they have a point, that the current pricing environment will not last forever, but their reasoning is rather peculiar...
Tuesday at 5:16 AM
"Multipass or multiexposure flows" were supposed to be avoided for High-NA, or so goes the marketing. Apparently still necessary for <40...
Tuesday at 4:55 AM
B
If you are the top of the food chain. The good times should stay for a while yet.
However for those further down the food chain , life...
Tuesday at 3:28 AM
Research Brief: 2026/07 – SMU Market Update – Jun 2026
Source: WSTS/Future Horizons
Executive Summary
June’s WSTS Report saw April’s...
Tuesday at 2:38 AM
C
I fell you overestimate Intel's business and way-underestimate tsmc. My personal forecast is that Intel will have only 6 HNA by end of...
Jun 15, 2026
B
I know its a bit low on the technological ladder for the folk here.
This is very funny though , each winning rulings in their home...
Jun 15, 2026
B
Are folk not bored of his utterings yet?
Jun 15, 2026
M
No they will, if the mask size can fit, because High NA EUV mask can produce a chip that is in max 1/2 size of Low NA EUV. So if the...
Jun 15, 2026
Like.
Except that every military application of semiconductors put together -- drones in Ukraine included -- is orders of magnitude smaller...
Daniel Nenni reacted to clarkchang's post in the thread Google and Nvidia Consider Intel as Backup Chip Manufacturer - The Information with
hist78 reacted to Fred Chen's post in the thread Intel completes installation of EXE:5200B High-NA EUV tool with