Intel is within the technique of receiving the second of ASML’s new €350-million (R7.1-billion) “Excessive NA” EUV instruments, CEO Pat Gelsinger stated, in keeping with a transcript of the corporate’s 1 August earnings name.
Intel started receiving the primary of the large machines, which take months to put in and are anticipated to allow new generations of extra highly effective laptop chips, in December.
“The second Excessive NA instrument is coming into our Oregon facility,” Gelsinger stated on the decision, including that the corporate’s expertise investments are “exhibiting good early indicators”.
The comment didn’t draw consideration amid Intel’s dramatic hunch on worries about its turnaround prospects.
ASML, the largest provider of kit to laptop chip makers, declined to touch upon particular buyer purchases.
Executives at ASML stated on 17 July that the corporate had begun delivery a second Excessive NA instrument to an unnamed buyer, and that it’s going to solely e book revenues for the primary, and presumably the second, this 12 months.
A profitable introduction of Excessive NA is essential to ASML’s future as Europe’s largest expertise agency, however there’s some doubt as to when precisely prospects will undertake it.
The corporate has orders for greater than a dozen Excessive NA machines from main chip makers TSMC, Samsung, Intel, and reminiscence chip specialists SK Hynix and Micron.
Business manufacturing
Intel plans to make use of the expertise in industrial manufacturing by 2027. TSMC, which makes chips for Nvidia and Apple, will obtain a instrument this 12 months however has not stated when it is going to use it in manufacturing.
ASML CEO Christophe Fouquet stated on 17 July that DRAM reminiscence chip makers — which means Samsung, SK Hynix or Micron — could start utilizing Excessive NA in 2025 or 2026. — (c) 2024 Reuters
