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C
FYI -- Broadcom's gross margin is higher than Nvidia's.
Sep 25, 2025
B
Mike is dead. But I think his son still works at The Register.
SemiAccurate is also still up. Charlie also used to work for Mike. But...
Sep 25, 2025
B
This is a crap article by the way but interesting topic. Is that they way Fudzilla normally writes? Professional journalism is dead...
Sep 25, 2025
F
High-NA is expected to have a more complicated mask arrangement: https://euvlitho.com/2023/P11.pdf
Sep 25, 2025
F
Sorry for wrong name.
We have a few EXE masks on hand a minute.
Sep 25, 2025
F
Thanks Fred, this will help me identify which masks we have are for what tools.
We have a good few EXE at the minute
Sep 25, 2025
K
At the end of August, TSMC released its 278-page Sustainability Report—an annual document often described as the company’s true “health...
Sep 25, 2025
B
Sorry for wrong name.
We have a few EXE masks on hand a minute.
Sep 25, 2025
B
The EUV and DUV masks should be recognizably different. The High-NA mask is probably not finalized yet.
Sep 25, 2025
F
The EUV and DUV masks should be recognizably different. The High-NA mask is probably not finalized yet.
Sep 25, 2025
B
Thanks Fred, this will help me identify which masks we have are for what tools.
We have a good few EXE at the minute
Sep 25, 2025
F
That report on SK hynix conflicts with this one...
Sep 25, 2025
A
Intel Foundry revenue = 4.4 B$ in Q2-2025...
Sep 25, 2025
S
BTW - I shouldn't leave out Cerebras. They are building out data centers as well, though not at the scale of Microsoft or...
Sep 25, 2025
S
https://www.techpowerup.com/341299/asml-schedules-delivery-of-56-low-na-and-10-high-na-euv-tools-in-2027
Sep 25, 2025
Haha.
Mike is dead. But I think his son still works at The Register. SemiAccurate is also still up. Charlie also used to work for Mike. But...
Like.
This is a crap article by the way but interesting topic. Is that they way Fudzilla normally writes? Professional journalism is dead...
