◆ Stacks
Glossary
lithography
Like a film camera exposing an image onto film, it projects circuit blueprints onto a wafer with light. Also called lithography. Shorter wavelengths draw finer circuits, which is why generations are named after the light used: DUV (deep ultraviolet) and EUV (extreme ultraviolet). ASML of the Netherlands effectively monopolizes cutting-edge EUV machines, making export controls on them a central tool of chip geopolitics.
Bull 1 Watch 6 Bear 1
Predictions & track record (6) Awaiting grading The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO Price Check by end of December 2026 whether CXMT starts LPDDR6 mass production on schedule and begins supplying Xiaomi/Huawei, and whether SK Hynix's ADR recovers above its $149 IPO price. Awaiting grading Apple's stock rose just 1%. Why did it just become the world's most valuable company? To be scored in the first run of August: whether Apple's Thursday (7/30) earnings show capex guidance climbing again, and whether Apple holds onto the market-cap lead. 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 Overnight Check 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 assumed Check 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. Awaiting grading Nvidia's advanced chip packaging plan is hitting technical snags that could threaten its 2029 roadmap Check by H1 2027 whether TSMC has resolved the soldering issue on 9.5x reticle CoWoS-L packaging, and by 2029 whether Nvidia's Feynman GPU architecture ships on its expected schedule or slips due to packaging constraints. 8 related posts
Summaries and commentary are original work by Stacks. Copyright in the source material remains with its author; every item credits the source and links to the original. This is information and commentary, not investment advice.Stacks home · All articles · RSS