Company
German optics and precision engineering company making camera lenses, microscopes, and lithography optics used in semiconductor manufacturing.
Samsung's 2028 High-NA start and TSMC's 2030 both land well before the twelve-inch photomasks that ASML credits with 40 percent more throughput, so the first fleets amortise at the field size the upgrade exists to fix.
Reality
The 1.7x resolution gain ASML's EXE:5000 promises is a number Intel can point at; the 2.9x density that follows is that number squared, and neither one carries a price for the tool or a date for 14A production.
Reality
Huawei now coordinates China's lithography effort, according to the Financial Times, and the flagship tool it is coordinating uses projection optics that Zeiss says it sells only to ASML, which bounds how fast substitution can actually arrive.
Reality
The hardware now reaching US shelves at $499 is the same one Taiwan got a year ago, which makes this a test of shelf space rather than silicon, and the most interesting spec on the sheet needs no app at all.
Reality
The Edinburgh photon-counting sensor spinout added an ex-Arm CTO to its board. Its CEO says 2025 sales nearly doubled and break-even is close, on just over $3M raised in total.
Reality