Analysis

Precision makes headlines, productivity wins markets

Five immersion scanners this year, twenty next year. Speculation about an imminent wave of Chinese lithography systems is causing turbulence in the stock market. In the industry itself, however, there’s little reason for alarm.
Opinion

TSMC waits, Intel pays for high-NA EUV

It’s only a matter of time before TSMC starts ordering high-NA tools, is ASML’s message. Once the technology reaches full maturity, high-NA will become more cost-effective than low-NA multiple patterning.
Analysis

Joining French OSAT initiative offers opportunities for Nexperia

Nexperia should become a shareholder in Tessalia. Investing in the French advanced packaging initiative would strengthen Europe’s semiconductor ecosystem while giving the planned Dutch panel-level OSAT a significant head start.
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