ASML is in the process of delivering a second ‘High NA’ EUV machine to Intel. This was reported by Reuters on Monday, based on statements made by Intel CEO Pat Gelsinger during the presentation of the disastrous quarterly figures at the end of last week.
Intel took delivery of the first of these massive machines, which take months to install and are expected to enable new generations of more powerful computer chips, in December.
“The second High NA machine arrives at our Oregon facility,” Gelsinger said in explaining the figures.
ASML declined to comment to Reuters on specific customer purchases.
Executives at the Veldhoven-based company said on July 17, when ASML itself presented quarterly figures, that the company had started delivering a second High NA machine to an unnamed customer, and that it will not book revenue for the first, and possibly the second, until this year.
The successful introduction of High NA is key to ASML’s future as Europe’s largest technology company, but it is unclear when exactly customers will start using it. The company has orders for more than a dozen High NA machines from leading chipmakers such as TSMC, Samsung, SK Hynix, Micron and Intel.
Intel plans to put the technology into commercial production by 2027. TSMC, which makes chips for Nvidia and Apple, will receive a machine this year but has not yet said when it will put it into production, Reuters reported.
Bank of America analysts wrote in a report on Monday that Intel’s cost-cutting plans will have only a limited impact on the revenues of ASML, ASMI and Besi.
