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AI surge boosts ASML forecast as EUV demand climbs
technology1 hour ago

AI surge boosts ASML forecast as EUV demand climbs

ASML raised its full-year sales outlook for the second time this year amid a surge in AI-driven demand for its extreme ultraviolet lithography (EUV) machines. The company plans a 30% capacity increase for its EUV systems next year (with a possible similar expansion in 2028) and says orders for 2027–28 are already strong, helped by major chipmakers like Intel and TSMC. In Q2, revenue rose 21% to €9.3bn and net income to €2.9bn, with annual net sales now forecast at €43–€45bn, well above consensus.

via Financial Times|
#artificial-intelligence#asml#euv
The quiet engine behind modern chips: ASML’s EUV leap
technology2 months ago

The quiet engine behind modern chips: ASML’s EUV leap

ASML’s extreme ultraviolet lithography machines—built through decades of risky R&D, strong public-private partnerships, and a vast European supplier network—are the backbone of today’s sub-5nm semiconductors. By outspending rivals, innovating with immersion lithography and the dual-stage TWINSCAN architecture, and forging tight ties with Intel, Samsung, and TSMC, ASML rose from near collapse to global dominance, reshaping the chip industry and geopolitics while pushing Moore’s Law forward toward ever-smaller transistors.

via Works in Progress Magazine|
#asml#euv#lithography
Peering Into the Core of the $400 Million Machine
technology6 months ago

Peering Into the Core of the $400 Million Machine

The article explores the significance of ASML's $400 million EUV lithography machine, essential for GPU manufacturing and AI development, highlighting its complex technology, geopolitical implications, and the inevitable progression towards more advanced and expensive machines, reflecting on the fleeting nature of technological dominance.

via Gizmodo|
#ai#asml#gpu
ASML's New Bookings Fall Short as Demand for Advanced Machines Slips
technology2 years ago

ASML's New Bookings Fall Short as Demand for Advanced Machines Slips

ASML, the largest supplier of equipment to computer chip makers, reported weaker than expected first-quarter new bookings, with sales to China holding up despite U.S.-led restrictions. The company is seeing a lull in demand for its most advanced machines but is gearing up for strong growth in 2025 due to strong demand for AI and memory chips. Despite the weak bookings, ASML still expects a stronger second half of the year and describes 2024 as a "transition year". Sales of ASML's lithography systems to customers in China made up a record 49% of the total in the first quarter, and the company is set to benefit from new chip plants planned with support from governments in various countries.

via Reuters|
#asml#china#chipmakers
"Revitalizing Deep Ultraviolet Laser Performance with Upgraded Crystals"
science-and-technology2 years ago

"Revitalizing Deep Ultraviolet Laser Performance with Upgraded Crystals"

Researchers at the Chinese Academy of Sciences have achieved a significant breakthrough in deep ultraviolet (DUV) laser technology by generating a high-power, narrow linewidth solid-state DUV laser at 193 nm using a two-stage sum frequency generation process employing LBO crystals. This innovation, known as the "hybrid ArF excimer laser," offers enhanced coherence and narrow linewidth, leading to improved performance in high-throughput interference lithography and direct processing of various materials with minimal thermal impact. The research not only pushes the boundaries of DUV laser technology but also holds promise for revolutionizing applications across scientific and industrial domains.

via Phys.org|
#deep-ultraviolet#duv-laser#lbo-crystals
Canon Ventures into Chip Manufacturing with ASML Challenge
technology2 years ago

Canon Ventures into Chip Manufacturing with ASML Challenge

Canon, known for its cameras and printers, has launched a new "nanoimprint lithography" system called FPA-1200NZ2C, which it claims can manufacture semiconductors equivalent to a 5nm process and go as small as 2nm. This puts Canon in direct competition with Dutch firm ASML, which dominates the extreme ultraviolet (EUV) lithography machine space. ASML's machines are crucial for manufacturing the most advanced chips, and its EUV technology has become popular among chipmakers. Canon's machine does not require a special wavelength light source, reducing power consumption. The development of Canon's nanoimprint lithography technology comes at a time when the global demand for chips is increasing, and geopolitics surrounding semiconductor supply chains are intensifying.

via CNBC|
#asml#canon#lithography
technology2 years ago

China's Chip Industry Surges with Advancements in Fabrication Technology

Chinese chipmaking machine suppliers, including Shanghai Micro Electronics Equipment Group, saw a surge in stock prices after reports of a significant technological breakthrough by a state-backed firm. The breakthrough raises hopes that China can reduce its reliance on US semiconductor techniques. The Shanghai firm is working on delivering its first system based on 28-nanometer technology, a crucial component for making silicon used in various products. China has been pushing for the development of local technologies in strategic sectors, including chipmaking, to counter US restrictions. However, it remains uncertain if the Shanghai firm can produce these machines in large quantities.

via Yahoo Finance|
#china#chipmaking#lithography