ASML isporučuje drugi High-NA EUV litografski sust
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Ima samo pet velikih kupaca koji smiju, imaju novaca i znaju što bi s ovim ako kupe : Intel, TSMC, Samsung, Hynix i Micron. Dakle oprema može ići samo u USA, EU, J.Koreja, Japan i Taiwan.
Ima samo pet velikih kupaca koji smiju, imaju novaca i znaju što bi s ovim ako kupe : Intel, TSMC, Samsung, Hynix i Micron. Dakle oprema može ići samo u USA, EU, J.Koreja, Japan i Taiwan.
Hynix i Micron teško da si to mogu priuštiti. Zaboravio si IBM, oni već neko vrijeme govore da će uložiti 10 milijardi u pogon u Albanyiu a tamo bi i Micron mogao malo učiti ili posuditi strojeve.
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Ima samo pet velikih kupaca koji smiju, imaju novaca i znaju što bi s ovim ako kupe : Intel, TSMC, Samsung, Hynix i Micron. Dakle oprema može ići samo u USA, EU, J.Koreja, Japan i Taiwan.
Hynix i Micron teško da si to mogu priuštiti. Zaboravio si IBM, oni već neko vrijeme govore da će uložiti 10 milijardi u pogon u Albanyiu a tamo bi i Micron mogao malo učiti ili posuditi strojeve.
teško da su Hynix i Micron sirotnja:
Hynix 33 milijarde dolara prometa u 2022. god.- citiram:
Dutch photolithography dominator ASML has reached an agreement to build its first-ever offshore research lab, to be located in South Korea in partnership with Samsung.
Announced during a state visit to The Netherlands by South Korean president Yoon Suk Yeol, the $750 million facility will work to "develop cutting-edge semiconductor processing technology using next-generation EUV (extreme ultraviolet lithography) equipment." South Korea's other big chipmaker, SK hynix, will work with ASML to reduce EUV machines' energy consumption.
Micron 31 milijarda dolara prometa u 2022. god-citat:In December, an upcoming semiconductor facility run by companies including IBM and Micron was rumored to be getting one of ASML's High NA EUV machines, and it's possible this is where the second-ever one has gone
Dakle ova petorka već ima ili planira EUV litografiju (koju USA smatra strateškom i limitira izvoz). Za IBM, koliko znam, cilj mu je razvoj tehnologija, a ne masovna proizvodnja pa je svoje tvornice prodao GlobalFoundries 2015. i sad se sudski spore. Jedinu tvornicu koju ima je IBM Research semiconductor facility iu Albany, NY.
Dakle ova petorka već ima ili planira EUV litografiju (koju USA smatra strateškom i limitira izvoz). Za IBM, koliko znam, cilj mu je razvoj tehnologija, a ne masovna proizvodnja pa je svoje tvornice prodao GlobalFoundries 2015. i sad se sudski spore. Jedinu tvornicu koju ima je IBM Research semiconductor facility iu Albany, NY.
Evo:
https://research.ibm.com/blog/high-na-euv-lithography-albany
otklanjam svaku sumnju: nisam taj kupac.
Hynix 33 milijarde dolara prometa u 2022. god.- citiram:
Dutch photolithography dominator ASML has reached an agreement to build its first-ever offshore research lab, to be located in South Korea in partnership with Samsung.
Announced during a state visit to The Netherlands by South Korean president Yoon Suk Yeol, the $750 million facility will work to "develop cutting-edge semiconductor processing technology using next-generation EUV (extreme ultraviolet lithography) equipment." South Korea's other big chipmaker, SK hynix, will work with ASML to reduce EUV machines' energy consumption.
Micron 31 milijarda dolara prometa u 2022. god-citat:In December, an upcoming semiconductor facility run by companies including IBM and Micron was rumored to be getting one of ASML's High NA EUV machines, and it's possible this is where the second-ever one has gone
Zgodno je kako si izvukao pret pretprošlu godinu, a ladno preskočio 2023 u kojoj su obje firme prikazale poprilične gubitke. Ne spominješ da je Micron blokiran u Kini kao odgovor na američka sranja pa će biti i gore.
Dakle ova petorka već ima ili planira EUV litografiju (koju USA smatra strateškom i limitira izvoz). Za IBM, koliko znam, cilj mu je razvoj tehnologija, a ne masovna proizvodnja pa je svoje tvornice prodao GlobalFoundries 2015. i sad se sudski spore. Jedinu tvornicu koju ima je IBM Research semiconductor facility iu Albany, NY.
Evo:
https://research.ibm.com/blog/high-na-euv-lithography-albany
Bravo, - mijenjaj naslov članaka - kupac otkriven - nije za proizvodni pogon, nego država New York u partnerstvu sa IBM, Micronom i dr. ulaže u razvojni centar, sve u cilju da USA bude br. 1 u ovoj tehnologiji (ništa vrtići, škole, treće dijete, zdravstveno, pomoć penzionerima i sl.):
New York state announced a partnership with IBM, Micron, and other industry players to invest $10 billion into expanding the Albany NanoTech Complex with a new cutting-edge High NA EUV Center that will drive the next decade of semiconductor technology innovations.
This will be North America’s first and only publicly owned research and development center with a high-numerical aperture extreme ultraviolet lithography (High NA EUV) system.