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| ASML's 1,000W light source to boost EUV processing |
2/25/2026 |
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ASML has unveiled a 1,000-watt light source that is expected to increase the throughput of its high-numerical-aperture extreme ultraviolet machines from 220 wafers per hour to 330 by 2030. The advancement was achieved by doubling the rate at which molten tin drops are exposed to a carbon dioxide laser beam to make plasma that sends out EUV radiation. ASML shipped eight high-NA machines last year and expects to ramp up production to 20 per year by 2027.
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| AMD, Meta reach $100B deal to boost AI infrastructure |
2/25/2026 |
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Advanced Micro Devices and Meta Platforms have signed a multiyear partnership that could be worth over $100 billion, with AMD providing up to 6 gigawatts of computing power for Meta's AI infrastructure. Both companies have emphasized the long-term nature of the deal, planning to rapidly scale Meta's AI capabilities and support the development of cutting-edge AI models.
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| Micron ramps up chip production to meet AI-driven demand |
2/18/2026 |
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Micron Technology is investing heavily to expand its manufacturing capacity, aiming to address a memory chip supply shortage driven by the AI boom. The company is spending $50 billion to grow its Boise, Idaho, campus, including two new fabs, and has started a $100 billion project in New York.
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| GlobalFoundries, Renesas team up to boost US chip output |
2/18/2026 |
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The agreement will give Renesas greater access to GlobalFoundries' process technologies, including the fully depleted silicon-on-insulator and the complementary metal-oxide-semiconductor, to support automotive and industrial chip demand. The partnership also highlights the importance of supply chain resilience as demand for smart vehicles and industrial automation rises.
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