EUV lithography
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Nvidia’s AI Surge: The Crucial Role of ASML’s Chipmaking Tech
ASML is the critical enabler of the AI revolution, providing indispensable lithography machines for advanced chip manufacturing. Holding a near-monopoly, ASML’s exclusive Extreme Ultraviolet (EUV) technology is essential for producing cutting-edge semiconductors, powering companies like Nvidia. With strong financial performance and significant demand for its high-NA EUV systems, ASML is poised for continued growth as AI capabilities expand globally.
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.ASML Discloses Activity in Its Ongoing Share Buyback Program
ASML Holding repurchased €2.1 billion of shares in the first nine months of FY 2023‑24, bringing total buy‑backs to €5.0 billion and lifting EPS by €0.42. The programme, backed by €5.8 billion free cash flow from record €26.0 billion revenue, reflects confidence in its EUV market dominance and upcoming High‑NA EUV launch. Shares gained 1.3 % after the announcement, and analysts upgraded ratings, citing robust cash generation and attractive valuation. Management expects FY 2024 revenue of €28 billion and €6.5 billion free cash flow, sustaining further repurchases.
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Manufacturing 5nm Without EUV Lithography: 3nm Development Underway
A company is developing 3nm application processors without using EUV lithography, circumventing the conventional path with multi-patterning and step-and-scan systems. Having already achieved 5nm success this way, they aim for a 2025 launch with GAA technology. While ambitious, this approach faces skepticism due to the yield and efficiency challenges associated with DUV-based multi-patterning compared to EUV.
