ASML says Intel has decided to use ASML's next-gen High NA EUV machines to make some of its flagship Panther Lake laptop chips; a High NA machine costs ~$400M
THE SO WHAT
Intel committing Panther Lake to ~$400M High NA EUV tools is a bet that leading-edge PC performance will still justify bleeding-edge capex. If you depend on x86 roadmaps for AI or graphics, assume more aggressive node transitions ahead—and plan for tighter coupling between your software performance targets and specific process technologies.
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