EUV

EUV machines are made only by ASML and cost hundreds of millions each, making them a chokepoint in advanced chipmaking. Access to EUV largely determines who can build leading-edge logic and memory.

Predictions & track record (3)

• Awaiting grading China just started chip production on homegrown DUV tools. Is ASML's grip loosening?To be scored at end of 2027: whether the company's DUV tool shipments actually reached roughly 20 units.
• Awaiting grading China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker OvernightCheck whether, after the January 27, 2027 lock-up expiry, CXMT trades closer to Nomura's ¥116 target or Morningstar's ¥14.90 fair value.
• Awaiting grading Intel confirms it decided in Q2 to go full high-volume production on its 14A chip process by 2028, a year ahead of what the market had assumedCheck whether Intel actually begins 14A risk production for internal products in the second half of 2027 as guided, the first checkpoint toward the stated 2028 high-volume ramp.

3 related posts

• Watch China just started chip production on homegrown DUV tools. Is ASML's grip loosening? Jukan (@jukan05) · 2026-07-27
• Watch China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker Overnight Serenity (@aleabitoreddit) · 2026-07-27
• Bull Intel confirms it decided in Q2 to go full high-volume production on its 14A chip process by 2028, a year ahead of what the market had assumed Jukan (@jukan05) · 2026-07-23