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EUV lithography

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 21, 2025 by Ben Gilbert · across every show →

Everything said about EUV lithography, oldest first

Jan 21, 2025
Assertion Supported
Intel invested over $4 billion into EUV technology in 2012 before stalling
“Intel actually saw extreme UV lithography, EUV first. So Intel was the biggest early investor in EUV, committing more than four billion to it in 2012.”
Ben Gilbert Jan 21, 2025 ▶ 2:13:07 TSMC · Acquired
Jan 21, 2025
Assertion Supported
Gilbert: ASML builds roughly 50 EUV machines annually as competitors quit
“They only make 50 of these machines per year or so. They used to have competitors, like Nikon used to compete with ASML on this, but it's too hard. They gave up.”
Ben Gilbert Jan 21, 2025 ▶ 1:27:55 TSMC · Acquired
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