Intel plans to use the technology in commercial production by 2027 | Photo: Bloomberg
Intel is in the process of receiving the second of ASML’s new 350 million euro ($383 million) “High NA” EUV tools, CEO Pat Gelsinger said, according to a transcript of the company’s Aug 1 earnings call.
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Intel began receiving the first of the massive machines, which take months to install and are expected to enable new generations of more powerful computer chips, in December.
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“The second High NA tool is coming into our Oregon facility,” Gelsinger said on the call, adding that the company’s technology investments are “showing good early indicators”.
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The remark did not draw attention amid Intel’s dramatic slump on worries about its turnaround prospects.
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ASML, the biggest supplier of equipment to computer chip makers, declined to comment on specific customer purchases.
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Executives at ASML said on July 17 the company had begun shipping a second High NA tool to an unnamed customer, and that it will only book revenues for the first, and possibly the second, this year.
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A successful introduction of High NA is key to ASML’s future as Europe’s largest technology firm, but there is some doubt as to when exactly customers will adopt it.
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The company has orders for more than a dozen High NA machines from leading chipmakers TSMC, Samsung , Intel, and memory chip specialists SK Hynix and Micron.
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Intel plans to use the technology in commercial production by 2027. TSMC, which makes chips for Nvidia and Apple, will receive a tool this year but has not said when it will use it in production.
ASML CEO Christophe Fouquet said on July 17 that DRAM memory chip makers – meaning Samsung, SK Hynix or Micron – may begin using High NA in 2025 or 2026.
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First Published: Aug 05 2024 | 10:03 PM IST