Subject


ASML


2024-06-28

[News] TSMC Reportedly Invests over USD 12.3 Billion in EUV, Advancing in 2nm Production

TSMC's advanced 2-nanometer process capacity is set to begin mass production in 2025, with equipment manufacturers actively delivering machines. According to a report from Commercial Times, the EUV (Extreme Ultraviolet Lithography) machines, crucial for advanced processes, will see over 60 units del...

2024-06-28

[News] Huawei Faces Production Challenges with 20% Yield Rate for AI Chip

Previously, Huawei claimed its second-generation AI chip "Ascend 910B" could compete with NVIDIA's A100 and was working to replace NVIDIA, which holds over 90% of the market share in China. However, Huawei is now facing significant obstacles in expanding its production capacity. According to a repor...

2024-06-06

[News] ASML Projects Strong Demand Until 2026, New EUV Shipments Reportedly to TSMC

Dutch semiconductor equipment giant ASML has hinted at the potential for receiving significant orders from key customer TSMC in the coming quarters, according to a June 5th report from Reuters. Reuters, citing information disclosed at a Jefferies-hosted investor call, noted that ASML's CFO, Rog...

2024-05-28

[News] Micron Reportedly Set to Build New DRAM Plant in Hiroshima, Japan, Operational Expected by End of 2027

According to a report from a Japanese media outlet The Daily Industrial News, it reported that Micron Technology plans to build a new plant in Hiroshima Prefecture, Japan, for the production of DRAM chips, aiming to begin operations as early as the end of 2027. The report estimates the total inve...

2024-05-21

[News] Intel to Adopt New High-NA EUV, High Costs Could Lead to Increased Losses

Intel's early adoption of ASML's High Numerical Aperture Extreme Ultraviolet Lithography (High-NA EUV) equipment is seen by many as a crucial move for Intel to reclaim its technological leadership. Yet, according to a report from CNA, industry sources cited in the report have warned that the high co...

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