asml unlocks 3-pulse euv, eyes 800+ watt power
Veldhoven, Monday, 28 April 2025.
asml has made a leap in euv lithography. The company now uses a 3-pulse system. This could push euv light source power beyond 800 watts. This increase in power could significantly boost chip manufacturing throughput. Experts speculate a potential 30-50% jump in conversion efficiency. This might turn the current shortage of EUV light into an abundance, with exciting possibilities for semiconductor manufacturing.
asml’s market position bolstered
ASML’s breakthrough in EUV light source technology is poised to strengthen its market position [1]. The move to a 3-pulse system, potentially yielding 800 watts or more, reinforces ASML’s technological leadership [1]. This innovation directly addresses the critical need for increased power in EUV lithography, a key factor for chip manufacturers aiming for higher throughput and lower costs per wafer [1]. The enhanced efficiency and potential abundance of EUV light photons could revolutionize semiconductor manufacturing, further solidifying ASML’s dominance in the market [1].
impact on asml’s order book
The advancement in EUV technology is expected to positively impact ASML’s order book [1]. Semiconductor manufacturers, including major players like SK Hynix, are making substantial investments in EUV lithography equipment [7]. SK Hynix has committed approximately 453 billion JPY over the next five years for EUV equipment from ASML [7]. ASML’s ability to deliver more powerful and efficient EUV solutions will likely attract further orders and strengthen long-term partnerships with leading chipmakers, securing its revenue streams and market share [1][7].
maintaining technological edge
ASML’s 3-pulse EUV light source breakthrough underscores its commitment to innovation and technological advancement [1]. The company’s continuous efforts to push the boundaries of lithography technology are essential for driving Moore’s Law and enabling the production of increasingly sophisticated semiconductors [6]. ASML’s early history demonstrates a consistent focus on innovation, from its origins as a joint venture between Philips and ASM International to its current leadership in EUV technology [6]. This dedication to research and development is crucial for maintaining its competitive edge against emerging players [4].