Intel Foundry has begun high-volume manufacturing of select Intel Core Ultra Series 3 processors, known as Panther Lake, using ASML's High NA EUV lithography on the Intel 18A process node. This marks a key milestone in semiconductor manufacturing, demonstrating the readiness of High NA EUV technology for production with yields comparable to previous platforms. The collaboration between Intel and ASML aims to enhance chip resolution and process control, enabling smaller, denser patterns critical for advancing AI and other technologies. This development sets the stage for broader adoption of High NA EUV in future semiconductor nodes based on customer needs.
ASML reported a strong quarter with soaring revenue and raised guidance, dominating advanced chip lithography with its High NA EUV tools. Meanwhile, Canon and Nikon are pursuing alternative lithography methods—nanoimprint and DUV—that target less adv...
ASML's $400 million lithography machine is essential for making advanced AI chips but cannot print the largest chip designs in a single exposure, forcing costly multi-step stitching processes. A fix involving larger photomasks is planned but won't be...
ASML's stock fell over 14% recently, yet it remains a strong buy due to its monopoly on EUV lithography machines essential for advanced chip manufacturing. The company reported a 21.3% revenue increase in Q2 2026 and raised its full-year guidance, su...
Lam Research and Applied Materials both posted strong quarterly results driven by AI-related semiconductor investments. Lam Research's focus on advanced etch technology closely aligns with ASML's high-margin EUV systems, making it a more direct benef...
Chip equipment stocks including Applied Materials, Lam Research, and ASML dropped 5-6% following calls from AI leaders to slow AI model progress. This raised concerns that AI-driven capital spending on semiconductor fabrication equipment may slow dow...
