EUV lithography
Coverage of EUV lithography in the Nexus archive.
- ‘A lot of panic around the AI investment’: how a chip slump is driving the Nasdaq toward correction
South Korea’s Kospi and U.S. semiconductor indices fell sharply amid panic over AI investment and chip market volatility. Memory prices remain high, with DRAM contracts rising 20%-30% in Q3, while Chinese companies like CXMT and state-backed firms are raising concerns about production capabilities. Analysts argue the panic is overblown, noting supply constraints and EUV lithography advantages for Western firms.
- ASML EUV in China? The rumour is ridiculed but it reveals a tougher reality on the ground
ASML denied rumors of shipping EUV lithography systems to China, responding to US concerns. The EUV machines are massive, precision-engineered systems weighing 180 tonnes, making them impractical for covert shipment.
- The Download: the future of chipmaking and Anthropic’s government clash
ASML’s $400 million extreme-ultraviolet lithography machine is critical for advanced chipmaking, but its dominance faces growing challenges. Anthropic’s AI model Fable triggered a U.S. government export control, leading the company to revoke access to its AI models. Longevity research into cellular reprogramming is gaining attention as scientists explore reversing aging.