“By banning the export of EUV, China will lag 10 to 15 years behind the West. That really has an effect.”
TSMC’s $350 million investment in ASML’s high-NA EUV lithography machinery is set to bolster its manufacturing capabilities, enabling next-generation chip production.
ASML, a leader in semiconductor manufacturing equipment, anticipates a 45% revenue increase in 2025, fueled by expanding production of extreme ultraviolet (EUV) systems.
The lab's purpose is to accelerate the development and adoption of High NA EUV lithography. This is a next-generation technology that is expected to enable the production of even smaller and more powerful computer chips.
These figures reflect a year-on-year decline of 21.6% in net sales and 37.4% in net income. Notably, net bookings for ASML's machinery, a key metric, decreased by 4% compared to the previous year,
As US export controls on China continue to cast a shadow over the industry, semiconductor equipment manufacturers must remain vigilant and adaptive in navigating this challenging terrain.
This transition reflects ASML's dominance in advanced lithography equipment, particularly in the development and implementation of Extreme Ultraviolet (EUV) and High Numerical Aperture (NA) EUV machines.
Notably, ASML faced a setback recently when the Dutch government decided to partially revoke its license for shipping NXT:2050i and NXT:2100i lithography systems to China in 2023.
Nvidia stock tripled in 2023, Intel proposes 5 nodes in 4 years, Huawei spills a 7 nm Chip despite sanctions, ASML ships its first High NA EUV- World is about to be revolutionized.
From AI juggernauts to lithography disruptors, let's delve into the innovations and breakthroughs brought forth by five companies that are leaving an indelible mark on the semiconductor sector.