Intel plans to put the technology into commercial production in 2027 | Photo: Bloomberg
Intel is in the process of receiving the second of ASML’s new “High NA” EUV tools worth 350 million euros ($383 million), CEO Pat Gelsinger said, according to a transcript of the company’s Aug. 1 earnings call.
Intel took delivery of the first of the massive machines in December, which take months to install and are expected to enable new generations of more powerful computer chips.
“The second High NA tool will be installed in our Oregon facility shortly,” Gelsinger said on the call, adding that the company’s technology investments are “showing good early indicators.”
The comment drew little attention as Intel has fallen dramatically on concerns about its prospects for a successful breakthrough.
ASML, the largest supplier of equipment to computer chip makers, declined to comment on specific customer purchases.
ASML executives said on July 17 that the company had begun shipping a second High NA tool to an unnamed customer and that it will only book revenue from the first and possibly the second this year.
A successful introduction of High NA is essential for ASML’s future as Europe’s largest technology company. However, there is still some doubt about when exactly customers will embrace it.
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.
Intel plans to put the technology into commercial production starting in 2027. TSMC, which makes chips for Nvidia and Apple, will receive a tool this year but has not yet said when it will put it into production.
ASML CEO Christophe Fouquet said on July 17 that DRAM memory chip makers (Samsung, SK Hynix and Micron) may adopt High NA in 2025 or 2026.
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First print: Aug 05, 2024 | 10:03 PM IST