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- Reports suggest Intel will get 6 of 10 ASML High NA tools in 2024
- Would give Intel a huge head start over TSMC & Samsung
- A big gamble but a potentially huge pay off
- Does this mean $4B in High NA tool sales for ASML in 2024?
News suggests Intel will get 6 of first 10 High NA tools made by ASML in 2024
An industry news source, Trendforce, reports… Read More
In recent advanced nodes, via and cut patterning have constituted a larger and larger portion of the overall BEOL mask count. The advent of SALELE [1,2] caused mask count to increase for EUV as well, resulting in costs no longer being competitive with DUV down to 3nm [3]. Further development by TEL [4] has shown the possibility for… Read More
The release and scattering of photoelectrons and secondary electrons in EUV resists has often been glossed over in most studies in EUV lithography, despite being a fundamental factor in the image formation. Fortunately, Intel has provided us with a laboriously simulated electron release and scattering model, using the GEANT4… Read More
In the closing scene of Steven Spielberg’s Raiders of the Lost Ark (1981), the camera pulls back to reveal an enormous warehouse stacked with crates of artifacts hidden away by the US government.
One could imagine a similar warehouse in China today. The crates would hold a different kind of treasure – semiconductor production … Read More
Electron beam lithography is commercially used to directly write submicron patterns onto advanced node masks. With the advent of EUV masks and nanometer-scale NIL (nanoimprint lithography), multi-beam writers are now being used, compensating the ultralow throughput of a single high-resolution electron beam with the use… Read More
- KLA has an OK quarter in an ugly market- bouncing along bottom
- Like Lam & ASML, China was huge at 43% represents more risk
- 2/3 Foundry/logic, 1/3 memory – Process tools were weak
- No change, stable , no visibility on recovery
Quarter and guide were good in continued ugly industry
As expected KLAC reported earnings at the … Read More
- ASML reports in-line QTR but future looks flat for 2024
- Downcycle finally hits litho leader- ASML monopoly solid as ever
- Memory remains bleak – New China sanctions unclear
- Recovery timing is unclear but planning for an up 2025
In Line Quarter and year as expected
Overall revenues came in at Euro6.7B with EPS at Euro4.81, more… Read More
- This past weeks over-reaction to Canon echoes the Sculpta Scare
- Nanoimprint has made huge strides but is still not at all competitive
- Shows basic lack of understanding of technology by some pundits
- Chip industry has been searching for alternatives that don’t exist
Much ado about nothing much…..
This past week we … Read More
– SPIE EUV & Photomask conference well attended with great talks
– Chip industry focused on next gen High NA EUV & what it impacts
– Do big chips=big masks? Another Actinic tool?
– AI & chip tools, a game changer- China pre-empting more sanctions
The SPIE EUV & Photomask conference in Monterey
…
Read More
China’s recent achievement of a 7nm-class foundry node using only DUV lithography [1] raises the question of how far DUV lithography can be extended by multipatterning. A recent publication at CSTIC 2023 indicates that Chinese groups are currently looking at extension of DUV-based multipatterning to 5nm, going so far… Read More
Elon Musk Given CHIPS Act & AI Oversight – Mulls Relocation of Taiwanese Fabs