Aandeel ASML Holding AEX:ASML.NL, NL0010273215

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Inion schreef op 26 september 2024 09:51:

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Hoe bedoel je? Ik vat het op als DRAM maken met EUV machines, maar efficienter met die stapel-techniek.

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Mike O. schreef op 26 september 2024 10:08:

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Ik lees:"Is EUV wel nodig voor produceren DRAM". Of beter:"vergroot DRAM produceren met EUV wel de winstgevemdheid ?"

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Inion schreef op 26 september 2024 10:16:

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"Sources cited by the report indicate that Samsung and SK hynix are both targeting to apply 4F2 for DRAM at the 10nm node and beyond. According to Seo, by applying VG or the 3D DRAM structure, the cost of the EUV processes can be reduced by half."

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Inion schreef op 26 september 2024 10:16:

[...]

"Sources cited by the report indicate that Samsung and SK hynix are both targeting to apply 4F2 for DRAM at the 10nm node and beyond. According to Seo, by applying VG or the 3D DRAM structure, the cost of the EUV processes can be reduced by half."

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Hopper58 schreef op 26 september 2024 10:46:

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Ja dus maar de helft van de EUV machines nodig. Of oudere versies i.p.v. de duurdere modernste versie.

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Arthur S schreef op 26 september 2024 10:51:

Ik beweerde laatst; Bij een stijging van 3% zakt het weer terug en adviseerde te verkopen na een stijging van 3% voordat de kwartaalcijfers kwamen. Zelf heb ik zo tot 2 keer toe een ritje gemaakt van 708 tot 731 en van 710 tot 730,8. Achteraf gezien te snel verkocht dus. Excuses voor dit advies van anderhalve week geleden. Na de Chinese maatregelen en de ontwikkelingen in de chipssector op de beurs de laatste tijd is de koers van ASML (helaas voor mij, want ik heb verkocht) wellicht terecht weer opgelopen.

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Arthur S schreef op 26 september 2024 10:51:

Ik beweerde laatst; Bij een stijging van 3% zakt het weer terug en adviseerde te verkopen na een stijging van 3% voordat de kwartaalcijfers kwamen. Zelf heb ik zo tot 2 keer toe een ritje gemaakt van 708 tot 731 en van 710 tot 730,8. Achteraf gezien te snel verkocht dus. Excuses voor dit advies van anderhalve week geleden. Na de Chinese maatregelen en de ontwikkelingen in de chipssector op de beurs de laatste tijd is de koers van ASML (helaas voor mij, want ik heb verkocht) wellicht terecht weer opgelopen.

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Hopper58 schreef op 26 september 2024 10:50:

Hier zou het ergens te vinden zijn ?:

news.skhynix.com/sk-hynix-presents-ex...

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Arthur S schreef op 26 september 2024 10:51:

Ik beweerde laatst; Bij een stijging van 3% zakt het weer terug en adviseerde te verkopen na een stijging van 3% voordat de kwartaalcijfers kwamen. Zelf heb ik zo tot 2 keer toe een ritje gemaakt van 708 tot 731 en van 710 tot 730,8. Achteraf gezien te snel verkocht dus. Excuses voor dit advies van anderhalve week geleden. Na de Chinese maatregelen en de ontwikkelingen in de chipssector op de beurs de laatste tijd is de koers van ASML (helaas voor mij, want ik heb verkocht) wellicht terecht weer opgelopen.

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LexKalin schreef op 26 september 2024 11:02:

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Niks garandeert dat het naar deze stijging niet weer omlaag gaat. Als je op plus staat is het minder riscant te verkopen, maar als je al in het min zit is het zinniger af te wachten mijns inziens (vermoedend dat iemand op een lager prijs later wil instappen).

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Altijd gelijk schreef op 26 september 2024 11:16:

25 Sept

Jane Wordier (Wankers)

EUV: sinking piles of cash in the hopes to push Moore's law forward.

EUV (Extreme Ultraviolet) technology, heralded as the future of semiconductor manufacturing, is often presented as a revolution that enables chipmakers to push Moore’s Law forward by shrinking transistors and packing more power into smaller spaces. However, behind the sleek marketing and optimistic projections lies a complex web of challenges that question its viability and long-term sustainability.

First and foremost, EUV lithography is astronomically expensive. ASML, the sole manufacturer of EUV machines, charges hundreds of millions of dollars per machine. The extreme cost of acquiring, maintaining, and operating these machines creates an enormous financial burden on semiconductor companies, limiting access primarily to industry giants with deep pockets. Smaller players are effectively shut out, exacerbating the already vast economic disparities within the tech world. The dependency on a single supplier also introduces a critical bottleneck in the global supply chain, making the entire industry vulnerable to geopolitical tensions, technical failures, or supply disruptions at ASML.

Furthermore, the complexity of EUV lithography makes it a highly unstable technology. Unlike older lithographic techniques, EUV relies on light at a wavelength of just 13.5 nanometers, an incredibly narrow band that presents a multitude of technical challenges. The high-energy photons used in EUV generate enormous amounts of heat, which can cause damage to both the machines and the wafers being processed. Maintaining stable conditions for such an advanced process is extraordinarily difficult, often leading to low yield rates, where a significant portion of the chips produced are defective. This not only drives up costs but also undermines the reliability and scalability of the technology.

Beyond the technical hurdles, EUV technology is deeply unsustainable from an environmental perspective. The machines consume vast amounts of energy, dwarfing the power requirements of previous-generation lithographic techniques. In an era when the tech industry is under growing scrutiny for its carbon footprint, the environmental costs of EUV cannot be ignored. The enormous energy consumption, coupled with the production of waste heat, makes EUV a highly resource-intensive process, raising critical questions about its environmental impact as it scales up in production.

Moreover, despite years of research and development, EUV is still plagued by fundamental limitations that threaten to curtail its long-term potential. The technology is incredibly delicate, requiring hyper-clean environments and precise calibration, which makes it difficult to ramp up production at the levels needed to meet growing global demand for semiconductors. This fragile process leaves little room for error, meaning any unexpected deviation could result in catastrophic production delays or yield losses. In a world that increasingly relies on fast, consistent chip production for everything from smartphones to AI systems, such instability is a ticking time bomb.

Perhaps the most critical issue, however, is the overestimation of EUV’s ability to prolong Moore’s Law. The assumption that EUV will indefinitely allow chipmakers to keep shrinking transistors is a flawed one. Physics itself sets hard limits on how much smaller transistors can get before quantum effects and leakage currents render further miniaturization impractical. As these physical boundaries are approached, the incremental benefits of EUV will diminish, eventually plateauing while the costs continue to rise.

EUV technology, though innovative, comes with a host of economic, technical, environmental, and scalability challenges that could ultimately limit its widespread adoption. Instead of being the panacea it’s marketed as, it may become a costly dead-end, squeezing smaller companies out of the market while delivering diminishing returns for those who can afford to invest in it. The obsession with pushing Moore’s Law through EUV may ultimately lead to a disappointing reckoning for the semiconductor industry, forcing it to confront the hard realities of physics and economics after billions have already been sunk into the technology.

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Altijd gelijk schreef op 26 september 2024 10:33:

25 sept

Julia Clues (FYI)

Artificial Intelligence (AI) leads us into an uncertain and dangerous future.

Artificial Intelligence (AI), once a realm of futuristic optimism, now looms over society with a dark potential that threatens to destabilize economies, erode human autonomy, and undermine fundamental ethical principles. The relentless advancement of AI, driven by corporate greed and governmental competition, has outpaced the ethical frameworks meant to guide its development. This has created a Wild West of unregulated innovation, with companies racing to deploy powerful, untested AI systems in everything from healthcare and finance to warfare.

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Hopper58 schreef op 26 september 2024 11:28:

Hebben jullie ook dat de reclame langs beide zijdes van het scherm de tekst begint te overlappen zodat het heel moeilijk wordt de posts te lezen. Google wordt blijkbaar steeds agressiever. Ik hoor dat ook over Meta: schijnt echt niet meer aangenaam te zijn.