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LazySleepyTrader : agree with asml, disagree with MU..
Money Thrill OP LazySleepyTrader : i understand, i too asml is leading company in Quantum lithography. Mu ? Sentiment not good. but perhaps? The current HBM 3e generation is made on the so-called 1-beta process. In 2025, Micron wants to make the first chips on the new 1-gamma process, the first production process for which the memory maker will use EUV machines from ASML. This new 1 gamma chips can be a change?
Money Thrill OP : 1. Extreme Ultraviolet (EUV) Lithography: Micron will be the first DRAM manufacturer to use EUV technology for volume production in Japan.
EUV lithography allows for more precise and efficient patterning, which can lead to smaller memory cells and higher performance.
2. Improved Memory Density and Power Efficiency: The 1-gamma process is expected to enable the world's smallest memory cell, which will increase memory density and improve power efficiency.
This means more memory capacity in the same physical space and lower power consumption
3. Investment and Collaboration: Micron is investing heavily in this technology, with support from the Japanese government. But also in Europe, Belgium, here
4. Potential Impact on AI and HPC: With higher memory density and efficiency, the 1-gamma process could significantly benefit applications in artificial intelligence (AI) and high-performance computing (HPC), enabling faster and more efficient data processing.
Overall, the 1-gamma process represents a major leap forward in memory technology, and it's exciting to see how it will shape the future of computing!
That's what i means.
Money Thrill OP : And the last week $ASML Holding (ASML.US)$ selled the FIRST MACHINE to Japan! Together with the gouvernement & Companies a new Factory shall set up. And Mu is also busy in Japan?