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Technology Stocks : ASML Holding NV
ASML 1,017-1.1%Nov 7 9:30 AM EST

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Renmanco
From: BeenRetired10/7/2025 9:25:07 AM
1 Recommendation   of 42356
 
At SEMICON India 2025, ASML showcased its holistic lithography portfolio, which includes advanced lithography systems, computational lithography software, metrology tools, and inspection solutions. These tools are designed to support India's emerging semiconductor fabs with scalable, high-yield manufacturing capabilities.
What ASML Showcased in India

ASML did not highlight specific model numbers (e.g., Twinscan NXE or EXE series), but emphasized its full-stack lithography ecosystem:
  • Lithography systems: Core tools that use light to print nanometer-scale patterns on silicon wafers. These likely include DUV (Deep Ultraviolet) and EUV (Extreme Ultraviolet) platforms, depending on fab readiness.
  • Computational lithography software: Enables real-time process control, OPC (Optical Proximity Correction), and yield optimization.
  • Metrology tools: Measure critical dimensions, overlay accuracy, and line-edge roughness to ensure pattern fidelity.
  • Inspection systems: Detect defects and monitor process stability across wafers and layers.
???? Strategic Context
  • ASML’s presence signals support for India’s goal to exceed $55 billion in semiconductor market size by 2026 and $100 billion by 2030.
  • The showcased tools are tailored for new fabs ramping up capacity, offering cost-effective, high-volume production with future-proof scalability.
If you're mapping out which ASML tools might be deployed in India’s first commercial fab (like Micron’s or Tata’s), I can help estimate whether they'll start with DUV immersion or jump to EUV nodes. :Copilot

PS
China Inc vs rest of Asia great for WFE.
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