5 ms·
> the price would be “one digit less than ASML’s EUVs.” if thats true it will surely be a game changer, if not immediately surely in the medium term? geopolit
by openrisk 2y ago
> the price would be “one digit less than ASML’s EUVs.”
if thats true it will surely be a game changer, if not immediately surely in the medium term?
geopolitics, oligopolies and oligopsonies notwithstanding, if a technology slices an order of magnitude it does change the landscape.
- hyperhello 2y agoThere are hundreds of additive steps in a process. Even if one step has zero price, don’t expect the total to collapse.
- rasz 2y agoDue to the way it works speed is also several digits off.
- mdnahas 2y agoI think that’s a sign that ASML hasn’t had much competition at that scale. And that the new tech requires buyers willing to take a risk and invest in learning the new process.
- whazor 2y agoActually, Canon used to be the one of the main players, whereas ASML was the new kid on the block. It with new technologies and high reliability that made ASML win.
- whazor 2y agoThe ASML machines are modular and each generation gets new upgrades that pushes Moore’s law further. For example, with the previous generation, the Chinese SMCI modified the machines to be competitive with the newer chips from EUV machines. So there is a lot of expectation on the new EUV machines still. Also in terms of productivity. With the stamping approach there might be less upgradability possible. But it might also still unlock new markets.