Overview
- ASML’s CEO, speaking Tuesday at imec in Belgium, said the first chips made on its High-NA EUV machines will appear within months.
- The High-NA system focuses extreme‑ultraviolet light through a larger, sharper lens, letting fabs draw smaller features and drop some multi‑patterning steps.
- TSMC, ASML’s biggest customer, says the machines can cost about $400 million each and are too pricey for near‑term use.
- Intel and SK Hynix are testing High-NA for future lines, with Intel tying it to its 14A process in targeted roles.
- ASML shares have slipped as traders weigh the coming milestone against questions on cost, ramp speed, and which chipmakers commit first.