To: E_K_S who wrote (59906 ) 9/9/2024 3:44:40 AM From: Johnny Canuck 2 RecommendationsRecommended By
Read Replies (1) | Respond to Yes, there is realistically on a handful of companies that can afford to construction the next generation of fabs. With INTC having yield problems with its 3 nm fab and potentially reducing its cap ex, that is a problem for ASML who has a concentrated customer base. I think MU also modestly reduced cap ex which has raised some concern about AI demand because you need fast, next generation memory to inteface to AI chips.Extreme Ultraviolet (EUV) Lithography : ASML is the sole provider of EUV lithography systems, which are critical for producing the most advanced semiconductor chips with extremely small features. EUV technology enables the creation of chiplets with higher transistor density and performance. Deep Ultraviolet (DUV) Lithography : ASML also produces DUV lithography systems, which are used for less advanced chip layers and remain important in the overall semiconductor manufacturing process. Enabling Chiplet Manufacturing Chiplets require precise patterning and interconnects to function effectively when integrated into a larger package. ASML's lithography systems enable: Fine feature creation: The ability to produce extremely small transistors and circuits necessary for high-performance chiplets. Interconnect patterning: Precise creation of the connections between chiplets and within the package. High-NA EUV : ASML is developing next-generation High-NA EUV systems, which will enable even smaller transistors (down to 1.5nm and beyond), potentially allowing for more advanced chiplet designs. Software Integration : ASML's systems incorporate advanced software that is crucial for achieving the precision required in modern semiconductor manufacturing, including chiplet production. Supporting the Ecosystem While ASML doesn't directly manufacture chiplets, its technology is fundamental to the entire semiconductor ecosystem that produces them: Enabling foundries like TSMC, Samsung, and Intel to manufacture chiplets and other advanced chips. Supporting the research and development of new chip architectures, including chiplet-based designs. Collaborating with a vast network of suppliers and partners to advance semiconductor manufacturing capabilities .
