I wake up this morning to this seeking alpha headline in my email inbox.
Obviously I open it immediately. $ASML
has no competition in EUV. It’s my largest holding. Did competition invent a new method to bypass EUV? I didn’t think that was possible outside of quantum computing. Which is decades off…
So I read seeking alpha click bait headline and then I read $AMAT
press release. They don’t bypass EUV lithography. Molten tin lasers are too awesome to bypass. They do have a new technique to stretch wafers to allow foundries to bypass double patterning. Which is good. It saves foundries time and money. But lithography is like death and taxes. It is inevitable.