Semiconductor equipment maker ASML ships second 'High NA' EUV machine [Yahoo! Finance]
Intel Corporation (INTC)
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Source: Yahoo! Finance
ASML, which shipped one High NA tool to Intel in December-January, did not identify the second customer. Potential customers could include contract chipmaker TSMC, which makes chips for Nvidia and Apple, or Samsung. These machines cost around 350 million euros ($370 million) each and are expected to enable new generations of smaller, faster chips. The sale was disclosed along with ASML's first-quarter earnings that missed expectations TSMC and Samsung have previously said they plan to adopt the new system, which is expected to lead to a major increase in the number of transistors that can be packed onto a single chip. Intel has said it will begin using High NA tools in early production in 2026-2027 with its 14A series chips. The very first High NA machine was assembled at ASML's headquarters in Veldhoven Netherlands, where companies that are adopting EUV technology are being given access to it for testing purposes. The company said it has orders for between 10 and 20 of the
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