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ASML unveiled an upgrade for the light source in its EUV process that increases power from 600W to 1,000W. This improvement could increase wafer yields by as much as 50% by 2030.

Bearly AI

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601,293 views • 3 months ago •via X (Twitter)

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$ASML is projecting ~$55B in revenue by 2030 with gross margins approaching 60%. That only works because every advanced chip built by $TSM and designed by $NVDA still has to pass through ASML’s tools. ASML remains the AI kingmaker.

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Insane precision from $ASML in this video. Watch from ~1:30 onward "Fun fact: the movement of the reticle stage and wafer stage are synced, but *light speed has to be taken into account*. The reticle stage needs to move slightly earlier, since it can shift more than 100 nanometers in the time between when a photon leaves the reticle and when it reaches the wafer." Sweet video ASML, keep 'em coming.

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