Let's have a European look on Intel from exceptionel ASML news [MarketDevil & Reuters Europe]
$Intel (INTC.US)$ ASML supplies second 'High NA' EUV machine to Intel !!!
(ABM FN-Dow Jones) ASML is in the process of delivering a second 'High NA' EUV machine to Intel. This was reported by the Reuters news agency on Monday based on statements made by Intel CEO Pat Gelsinger during the presentation of the disastrous quarterly figures at the end of last week.Intel received the first of these massive machines, which take months to install and are expected to enable new generations of more powerful computer chips, in December.
The second High NA machine arrives at our factory in Oregon," Gelsinger said, explaining the figures. ASML did not want to comment on specific customer purchases to Reuters. !!!
But, Executives at the Veldhoven company said on July 17, when ASML itself presented quarterly figures, that the company had started delivering a second High NA machine to a customer, who was not otherwise named, and that it would only be delivered this year. will post revenue for the first, and possibly the second.
The successful introduction of High NA is key to ASML's future as Europe's largest technology company, but it is unclear exactly when customers will start using it. The company has orders for more than a DOZEN High NA machines from leading chip makers such as $Taiwan Semiconductor (TSM.US)$, Samsung, SK Hynix, $Micron Technology (MU.US)$ !!! $Intel (INTC.US)$ .
Intel plans to use the technology in commercial production by 2027. TSMC, which makes chips for $NVIDIA (NVDA.US)$ and $Apple (AAPL.US)$ , will receive a machine this year but has not yet said when it will put it into production, according to Reuters. Bank of America analysts wrote in a report on Monday that Intel's cutback plans will have only a limited impact on the turnover of ASML, ASMI and Besi.
(ABM FN-Dow Jones) ASML is in the process of delivering a second 'High NA' EUV machine to Intel. This was reported by the Reuters news agency on Monday based on statements made by Intel CEO Pat Gelsinger during the presentation of the disastrous quarterly figures at the end of last week.Intel received the first of these massive machines, which take months to install and are expected to enable new generations of more powerful computer chips, in December.
The second High NA machine arrives at our factory in Oregon," Gelsinger said, explaining the figures. ASML did not want to comment on specific customer purchases to Reuters. !!!
But, Executives at the Veldhoven company said on July 17, when ASML itself presented quarterly figures, that the company had started delivering a second High NA machine to a customer, who was not otherwise named, and that it would only be delivered this year. will post revenue for the first, and possibly the second.
The successful introduction of High NA is key to ASML's future as Europe's largest technology company, but it is unclear exactly when customers will start using it. The company has orders for more than a DOZEN High NA machines from leading chip makers such as $Taiwan Semiconductor (TSM.US)$, Samsung, SK Hynix, $Micron Technology (MU.US)$ !!! $Intel (INTC.US)$ .
Intel plans to use the technology in commercial production by 2027. TSMC, which makes chips for $NVIDIA (NVDA.US)$ and $Apple (AAPL.US)$ , will receive a machine this year but has not yet said when it will put it into production, according to Reuters. Bank of America analysts wrote in a report on Monday that Intel's cutback plans will have only a limited impact on the turnover of ASML, ASMI and Besi.
Conclusion... good news for everybody, the game and competition is not over, Yet ![]()
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