AMD, ARMH, INTC, NVDA Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 213.50

+6.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rzborusa who wrote (73000)	12/18/2025 10:09:18 AM
From: neolib	Read Replies (1) of 73044

A few things in that story don't make much sense, for example the claimed size of the machine. The only way it would be that much larger is if for example they were using a cyclotron or something like that as a light source, in which case the light source by itself could be very large, but the rest of the machine is going to be similar in size. They clearly aren't making optics 10x larger or the wafer stepper stage 10x larger, etc. I do believe the claims that they are using lots of parts off ASML DUV systems. Like the entire wafer handling/stepper system. I'm actually very astonished that ASML has built mechanical systems with nm positioning accuracy AND with settling times as fast as they are at that precision. I'm sure the Chinese are doing a Copy Exact exercise on those elements.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next