EUV machine
also referred to as: euv machines
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 26, 2026 by Max Cherney · across every show →
Everything said about EUV machine, oldest first
Jun 26, 2026 bearish
Cherney: SMIC cannot effectively manufacture advanced sub-node chips without EUV machines
“Their manufacturing process is, is a lot worse. Like one of the research firms just published an analysis of the sort of one of the new Chinese chips, like homemade by SMIC. And it's like, it's good, but they're, they run up to the limit of, like, they can't b…”