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F
18A pitches are too large for High-NA. Or, another way of putting it, if they say they are using single exposure with Low-NA, then the...
Oct 21, 2025
F
How many HNA-EUV systems will they need per fab is my question? If we know the layout of the fab we could probably do the f=math here.
Oct 21, 2025
F
20 mJ/cm2 is too low. That's for the development-only EXE:5000, which is actually discontinued (5 systems total). The EXE:5200 dose was...
Oct 21, 2025
A
California has major rare earth deposits around the Salton Sea and Mountain Pass. I have no doubt others will be found in North...
Oct 21, 2025
S
FWIW, per Digitimes on 10/17/25 (paywalled, I'm copying / pasting the free part)
TSMC(2330.TW) will build two advanced packaging...
Oct 21, 2025
S
Well you can't build an entire semiconductor ecosystem in 5 years. Hopefully advanced packaging capabilities will be onshored over time...
Oct 21, 2025
Not an expert, but that is my understanding. The theroetical maximum throughput (0% downtime, single exposure/pattern) would be that...
Oct 21, 2025
How many HNA-EUV systems will they need per fab is my question? If we know the layout of the fab we could probably do the f=math here.
Oct 21, 2025
S
According to ASML on X:
Time to nerd out! Here are some key specs of our High NA EUV system:
Imaging resolution: 8 nanometers...
Oct 21, 2025
B
so is it:
185 x 24 (hr) x 30 (days) = 133K patternings per machine-month, (max.)?
Oct 21, 2025
How many HNA-EUV systems will they need per fab is my question? If we know the layout of the fab we could probably do the f=math here.
Oct 21, 2025
Intel is not wrong and 18A will be in HVM before TSMC N2 and Samsung 2nm. TSMC N2 will of course have critical mass with 99% of the...
Oct 21, 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 21, 2025
How is ASML going to meet this high demand with HN-NA EUV? ASML will ship a total 60-70 production level EXE:5200 systems in the next...
Oct 21, 2025