EUV
4 statements across 4 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Nov 3, 2021 by John Bathgate · across every show →
Everything said about EUV, oldest first
Nov 3, 2021 neutral
ASML took nine years between first EUV shipment and high-volume production
“They shipped the first EUV tool in 2010 to TSMC, and EUV didn't even really start high volume, and this was after, you know, a decade of R&D already, but then they didn't start high volume manufacturing on EUV until 2019. So they had, like, almost a decade of …”
Apr 6, 2022
Intel Divested From Funding ASML's EUV Development, Doubting Its Ultimate Viability
“In the early 2000, even Intel, I think, funded ASML's development, a big industry consortium, including Intel, of the EUV, and then thought the technology was gonna die, and so I think three or four years in, divested.”
Dec 6, 2022 neutral
Sep 6, 2023 neutral
Semiconductor chips cannot be etched larger due to extreme ultraviolet photolithography limits
“Due to a quirk of the extreme ultraviolet photolithography that we talked about, the EUV on the TSMC episode, chips are already the full size of the reticle. It's a physics and wavelength constraint. You really can't etch chips larger without some new inventio…”