Wednesday, September 6, 2023

ASML Remains on Track to Deliver High NA EUV Machines in 2023

ASML, the leading semiconductor equipment manufacturer, is set to ship the first pilot tool from its next product line in 2023, despite some supplier delays, according to CEO Peter Wennink. These High NA EUV machines, crucial for top chipmakers to create smaller and better chips in the coming decade, will cost over $300 million euros each and provide up to 70% better resolution. ASML currently dominates the lithography market, a pivotal step in chipmaking, and is seeing strong demand for its older DUV machines, with 30% sales growth forecasted in 2023, primarily driven by Chinese customers.

ASML's High NA EUV machines are used by a range of prominent semiconductor manufacturers, including TSMC, Intel, Samsung, SK Hynix, and Micron. These chipmakers rely on ASML's cutting-edge lithography equipment to manufacture semiconductor chips, from microprocessors to memory chips.

"High NA" stands for "High Numerical Aperture." Numerical Aperture (NA) is a measure of the ability of an optical system, such as a lens or mirror, to gather and focus light. A higher numerical aperture indicates a greater ability to capture light and provide finer detail and resolution in imaging or lithography processes. ASML's High NA EUV machines, are designed to gather light from a wider angle compared to their previous generation tools. This wider angle collection of light allows for significantly improved resolution in the semiconductor manufacturing process, making it possible to create smaller and more advanced semiconductor chips with greater precision required for the Ångström Era - basically the sub 2 nm nodes.

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