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The question for me is which workload are they targeting ? The fastest $$ growth area right now is data center scale inference and...
Jun 21, 2026
F
It's possible different individuals in China could have specialized knowledge about specific components of an ASML EUV system, e.g...
Jun 21, 2026
F
I've been thinking about this a bit more. I would be surprised if China didn't at least have full plans for an EUV machine by now:
-...
Jun 21, 2026
F
From looking at these patents, it looks like the response from TSMC would be that they aren't being practiced or that they are so...
Jun 21, 2026
I've been thinking about this a bit more. I would be surprised if China didn't at least have full plans for an EUV machine by now:
-...
Jun 21, 2026
i'm not saying you are wrong but these neo-cloud operator like CoreWeave used to run crypto data center then pivot to AI. these kind of...
Jun 21, 2026
Yeh we had cassette players to load stuff.
Surely the US had Commodores with cassette players did they not?
Jun 21, 2026
They did, I also had both a casette player ("410") and a floppy drove ("810") for my Atari 800 as a kid.
It was that the import cost...
Jun 21, 2026
June 18, 2026Published
Corporate
Seok-Hee Lee, executive vice president of Intel Foundry
SANTA CLARA, Calif., June 18, 2026 — Intel...
Jun 20, 2026
B
Yeh we had cassette players to load stuff.
Surely the US had Commodores with cassette players did they not?
Jun 20, 2026
S
i'm not saying you are wrong but these neo-cloud operator like CoreWeave used to run crypto data center then pivot to AI. these kind of...
Jun 20, 2026
Given we're in early days -- an order of magnitude improvement over Blackwell seems quite possible.. However the competition here is...
Jun 20, 2026
C
I'm skeptical here of course, but fwiw, ASML has shipped ~ 350-450 EUV machines cumulatively*.
*According to Grok -- ~ 40 in 2021...
Jun 20, 2026
F
Here is Gemini's list of the relevant 5 patents:
1. Raised Epitaxial Transistor Structures
The Patent: U.S. Patent No. 7,745,847...
Jun 20, 2026
You can open the WSJ.con article with a browser's private tab.
Jun 20, 2026
Like.
The question for me is which workload are they targeting ? The fastest $$ growth area right now is data center scale inference and...
Xebec replied to the thread US Commerce Secretary Lutnick claims China has ASML EUV tool.I've been thinking about this a bit more. I would be surprised if China didn't at least have full plans for an EUV machine by now: -...
Francisco Maya reacted to Daniel Nenni's post in the thread Intel Announces Leadership Appointment at Intel Foundry to Accelerate Development and Manufacturing with