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it's still too early for Hi-NA to contribute HVM (High volume manufacture). In Q3 earning call on Wednesday, ASML CEO just said won't...
Oct 19, 2025
C
Longer term I think most inference will happen on the edge. That’s already the case of a lot of use cases and the point of the AI...
Oct 19, 2025
Yes, this Q3 ASML fully recognized the revenue on one High-NA system, purchased by Intel.
Oct 19, 2025
The closest analogy to this to me is the internet infrastructure buildout. These deals do remind me of the vendor financing that became...
Oct 19, 2025
Just reading the first part of your comment about purchase rebates reminded me of something - this all sounds remarkably like what Intel...
Oct 19, 2025
C
The closest analogy to this to me is the internet infrastructure buildout. These deals do remind me of the vendor financing that became...
Oct 19, 2025
T
Just reading the first part of your comment about purchase rebates reminded me of something - this all sounds remarkably like what Intel...
Oct 19, 2025
T
Following your innovative idea, here’s an enhanced version. I accidentally tried it a couple of times, but it doesn’t seem to self-charge.
Oct 19, 2025
S
Intel tried x86 on mobile but it was late and a flop...
Oct 19, 2025
S
Intel is the reason ARM revolution happened they could have had x86 on mobile devices as 2nd competitor and Android supports x86_64 btw...
Oct 19, 2025
S
On Oct/15 earning call, CFO was saying otherwise (in Q&A session). In gross margin%, DUV (immersion machine) is higher than EUV.
Oct 19, 2025
Yes, this Q3 ASML fully recognized the revenue on one High-NA system, purchased by Intel.
Oct 19, 2025
C
How does companies like OpenAI do inference? How much more efficient are dedicated inference chips vs GPU for these applications?
I...
Oct 19, 2025
B
I have visions of the Bush “mission accomplished” speech, but this time America can do it for wafers.
Oct 19, 2025
B
Intel Products needs to get this AI accelerator thing figured out. They missed mobile. Their foundry missed the ARM revolution...
Oct 19, 2025
Daniel Nenni reacted to clarkchang's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with
Like.
it's still too early for Hi-NA to contribute HVM (High volume manufacture). In Q3 earning call on Wednesday, ASML CEO just said won't...
Xebec reacted to count's post in the thread Discussion - has the AI bubble already burst? with
Robert Jan Honing replied to the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand.Yes, this Q3 ASML fully recognized the revenue on one High-NA system, purchased by Intel.