Intel Starts Shipping High-NA EUV Silicon

Post by Zigurd » Wed, Jul 22, 2026, 12:47 PM UTC

arjie wrote: post #48

Lucasoato wrote: post #31

Earlier quoted context omitted.

> There is a reason why ASML's next-generation research photolithography machine is currently being installed and developed in upstate New York, and not somewhere in the Netherlands. The same reason that Cymer is still in San Diego instead of being relocated to Europe. Why is the Netherlands government even allowing this?

The entire multinational effort is in US-Europe-E.Asian countries which are a coordinated allied bloc. The Netherlands allows it because they are entirely aligned. Strong mutual defense agreements cover four out of the five crucial countries here (NATO, Anpo, MDT US/ROK) and the last (Taiwan) has arms sales assurances. It’s not like these are strongly opposed nations or anything. Part of the same fleet in some sense.

Post by kyrra » Wed, Jul 22, 2026, 1:02 PM UTC

gigatexal wrote: post #37

Tepix wrote: post #26

I believe Intel has a winner with the upcoming Crescent Island GPUs with up to 480GB of LPDDR5 memory. A lot of SMEs will need local AI with large open weights models (i.e. >1.5TB of VRAM), but they don't need a watercooled 8x Nvidia GB300 box. Besides, it's difficult to deploy and very expensive. Crescent island is air cooled and likely fast enough for a group of users running something like GLM 5.2 or Kimi K3.

I thought Nvidia after they invested in Intel killed Intel’s GPU efforts as it could be a threat to Nvidia’s GPUs

Post by bijowo1676 » Wed, Jul 22, 2026, 1:02 PM UTC

llm_nerd wrote: post #47

petcat wrote: post #30

Earlier quoted context omitted.

> A great achievement of European science and technology It's an amazing piece of technology but this is... wildly wrong. ASML is a multi-national company that licenses IP largely from USA and Japan, but also Taiwan and Germany. The actual EUV light source is developed and produced in California by Cymer, which ASML acquired in 2013. But ASML was only permitted to acquire the company under a strict technology sharing…

> The actual EUV light source is developed and produced in California by Cymer, which ASML acquired in 2013. Cymer was one of multiple vendors (Gigaphoton, XTREME) providing this sort of light source, and ASML acquired it because it couldn't achieve what they wanted (they needed 100+W and Cymer could only achieve 15W). ASML needed to control and fund the company, and add engineering talent, to achieve what they actua…

Post by tancop » Wed, Jul 22, 2026, 1:19 PM UTC

gigatexal wrote: post #37

Tepix wrote: post #26

I believe Intel has a winner with the upcoming Crescent Island GPUs with up to 480GB of LPDDR5 memory. A lot of SMEs will need local AI with large open weights models (i.e. >1.5TB of VRAM), but they don't need a watercooled 8x Nvidia GB300 box. Besides, it's difficult to deploy and very expensive. Crescent island is air cooled and likely fast enough for a group of users running something like GLM 5.2 or Kimi K3.

I thought Nvidia after they invested in Intel killed Intel’s GPU efforts as it could be a threat to Nvidia’s GPUs

Post by saberience » Wed, Jul 22, 2026, 1:28 PM UTC

petcat wrote: post #30

rando1234 wrote: post #9

Amazing looking machine! $380 million a pop. Must surely be one of the most sophisticated machines humanity has ever built? A great achievement of European science and technology (ducks).

> A great achievement of European science and technology It's an amazing piece of technology but this is... wildly wrong. ASML is a multi-national company that licenses IP largely from USA and Japan, but also Taiwan and Germany. The actual EUV light source is developed and produced in California by Cymer, which ASML acquired in 2013. But ASML was only permitted to acquire the company under a strict technology sharing…