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U
Great question.
Day-one optical alignment is not enough for CPO.
In real AI systems, thermal gradients, workload cycling, material...
Jun 22, 2026
U
Higher voltage lower current?
The concept is easy: Higher voltage means lower current for the same power.
So for very high-power AI...
Jun 22, 2026
D
Interesting.
Fully immersive equipment may perform better due to fewer variables.
Jun 22, 2026
D
Yes, of course.
Westerners lack a fundamental grasp of national will. Russia could sustain warfare for another four
years, and North...
Jun 22, 2026
China can build a self-sufficient equipment ecosystem for 28nm and above, and gradually into selective 14/7/5nm production with...
Jun 21, 2026
According to recent industry reports from Nikkei and Newswitch, ASML's share of sales in China has continued to decline, while Chinese...
Jun 21, 2026
C
Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may...
Jun 21, 2026
G
Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may...
Jun 21, 2026
Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may...
Jun 21, 2026
M
Higher voltage lower current?
The concept is easy: Higher voltage means lower current for the same power.
So for very high-power AI...
Jun 21, 2026
M
Great question.
Day-one optical alignment is not enough for CPO.
In real AI systems, thermal gradients, workload cycling, material...
Jun 21, 2026
M
This is a great point about moving from just a working lab prototype to a trusted, real-world product. Even if a microscopic optical...
Jun 21, 2026
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 worked for an oilfield service company before going to college. They had an electric wireline group and all their PCs at the time ran...
Jun 21, 2026
F
This is a thoughtful article, but there's a giant difference between 1970s IBM and today's Nvidia: the culture. 1970s IBM was the apex...
Jun 21, 2026
Like.
Higher voltage lower current? The concept is easy: Higher voltage means lower current for the same power. So for very high-power AI...
Daniel Nenni replied to the thread Can China Build a Self-Sufficient Semiconductor Equipment Supply Chain Without ASML?.China can build a self-sufficient equipment ecosystem for 28nm and above, and gradually into selective 14/7/5nm production with...
AVAQ Semiconductor posted the thread Can China Build a Self-Sufficient Semiconductor Equipment Supply Chain Without ASML? in SemiWiki Main Forum ( Ask the Experts! ).According to recent industry reports from Nikkei and Newswitch, ASML's share of sales in China has continued to decline, while Chinese...
Xebec reacted to Fred Chen's post in the thread US Commerce Secretary Lutnick claims China has ASML EUV tool with
Wow.
I worked for an oilfield service company before going to college. They had an electric wireline group and all their PCs at the time ran...