Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=98813
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2030770
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
C
NXT1980 is still allowed to sell to China and that's why China biz contribute 50% to ASML in 2024 and Q32025. Let's wait for Jan 2026...
Oct 19, 2025
L
But not for the DUV machines that China is allowed to buy. They are not allowed the top end models
Oct 19, 2025
I wonder what "faster to N-2" means. I believe the original schedule was N-3 in 2028 and N-2 in 2030.
I know they said their...
Oct 19, 2025
it's still too early for Hi-NA to contribute HVM (High volume manufacture). In Q3 earning call on Wednesday, ASML CEO just said won't...
Oct 19, 2025
C
Longer term I think most inference will happen on the edge. That’s already the case of a lot of use cases and the point of the AI...
Oct 19, 2025
Yes, this Q3 ASML fully recognized the revenue on one High-NA system, purchased by Intel.
Oct 19, 2025
The closest analogy to this to me is the internet infrastructure buildout. These deals do remind me of the vendor financing that became...
Oct 19, 2025
Just reading the first part of your comment about purchase rebates reminded me of something - this all sounds remarkably like what Intel...
Oct 19, 2025
C
The closest analogy to this to me is the internet infrastructure buildout. These deals do remind me of the vendor financing that became...
Oct 19, 2025
T
Just reading the first part of your comment about purchase rebates reminded me of something - this all sounds remarkably like what Intel...
Oct 19, 2025
T
Following your innovative idea, here’s an enhanced version. I accidentally tried it a couple of times, but it doesn’t seem to self-charge.
Oct 19, 2025
S
Intel tried x86 on mobile but it was late and a flop...
Oct 19, 2025
S
Intel is the reason ARM revolution happened they could have had x86 on mobile devices as 2nd competitor and Android supports x86_64 btw...
Oct 19, 2025
S
On Oct/15 earning call, CFO was saying otherwise (in Q&A session). In gross margin%, DUV (immersion machine) is higher than EUV.
Oct 19, 2025
Xebec reacted to Daniel Nenni's post in the thread ASML looks to calm fears over 2026 growth as it warns of China sales decline with
Like.
Daniel Nenni reacted to Artificer60's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with