#asml has taken orders for 10 to 20 of its next-generation, US$350 million High NA #euv lithography machines so far, including from SK Hynix and Micron
Chip toolmaking titan ASML recently announced its readiness to ramp up production of its groundbreaking $350 million “High NA EUV” machine, a device pivotal to maintaining its leadership in the $125 billion semiconductor market. Unveiled at ASML’s Dutch headquarters, the device, comparable in size to a double-decker bus, is poised to revolutionize the production of high-end semiconductors, targeting industry giants like Intel and other leading chip manufacturers.
With between 10 and 20 orders already secured, including pilot devices for industry heavyweights such as #skhynix and #Micron, ASML is gearing up to deliver 20 machines annually by 2028. Notably, none of these machines will be destined for #China, the second-largest market for ASML last year, as the United States tightens controls on cutting-edge technology exports to thwart Beijing’s semiconductor ambitions. However lot of these orders may or may not materialise based on industry conditions and environment.
Shear size of backlog will be in tune of $4Bil to $8Bil +/- error
The swift adoption of the High NA machine holds the potential to significantly bolster ASML’s sales and margins while further solidifying its dominant position in the lithography systems market. These systems utilize light to intricately trace patterns on silicon wafers, laying the groundwork for the development of advanced computer chip circuitry.
In the competitive landscape, ASML faces off against Japanese counterparts Nikon and Canon in the production of lithography machines catering to relatively older generations of chips. The High NA machine introduces a groundbreaking advancement with its larger optical system, featuring irregularly shaped mirrors crafted by Carl Zeiss. These mirrors, polished to impeccable smoothness and maintained in a vacuum environment, enhance light collection and focus, resulting in superior resolution – a hallmark of the High NA machine.
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Pic credit: Semi Wiki
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