Intel's Oregon Factory Gets a Tech Boost: ASML's Latest Lithography Machine Promises Future of Computing
Portfolio Pulse from Anusuya Lahiri
ASML Holding NV has started shipping components for its new high-NA EUV lithography machine to Intel Corp's D1X factory in Oregon. This move is part of Intel's strategy to lead in manufacturing technology and ASML's effort to sustain the chip industry's dependence on its equipment. The first model, Twinscan EXE:5200, costs around $275 million, with a more advanced model expected to be more expensive. Intel aims to begin production with this system in 2025. ASML's stock rose 3.52% to $755.27 following the news.
December 22, 2023 | 12:09 pm
News sentiment analysis
Sort by:
Ascending
NEUTRAL IMPACT
Samsung Electronics, as a client of ASML's EUV lithography systems, may also be indirectly impacted by the latest developments between ASML and Intel.
Samsung Electronics, being another significant customer of ASML's EUV systems, could be affected by the competitive dynamics resulting from ASML's new machine shipment to Intel, although the direct impact is not clear.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
TSMC, as a major player in the semiconductor industry and a user of ASML's EUV machines, may be indirectly affected by ASML's technological advancements and Intel's strategic moves.
While TSMC is not directly involved in the transaction, advancements by ASML and strategic moves by Intel could influence the competitive landscape in which TSMC operates.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
ASML has shipped its advanced high-NA EUV lithography system to Intel, reinforcing its position as a key supplier in the semiconductor industry. The stock price increased by 3.52%.
The shipment of ASML's advanced lithography system to Intel is a significant development, showcasing ASML's leadership in the semiconductor equipment market. The positive stock price movement reflects investor confidence in ASML's growth prospects.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 90
POSITIVE IMPACT
Intel is set to receive ASML's newest high-NA EUV lithography machine, aiming to enhance its manufacturing capabilities and start production in 2025.
Intel's acquisition of ASML's new lithography machine is a strategic move to advance its manufacturing technology. This could positively impact Intel's stock as it demonstrates the company's commitment to maintaining a competitive edge.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90