Re:Memory has grown to nearly two-thirds of AI chip componen...
by roenxi on Monday May 25, 2026 @07:59AM
(#48265838)
> but until they get EUV working industrially (and reasonable timelines are at least 2-4 years for that)
Does this not count as soon? How often do you buy new computers? That seems pretty soon. I remember a year or few ago being told it'd never happen so they're already infinity years ahead of schedule if we accept that at reasonable. The rate they're pulling ahead of expectations appears to be so sharp there is a risk they leapfrog EUV to go on to the next big thing.
Does this not count as soon? How often do you buy new computers? That seems pretty soon. I remember a year or few ago being told it'd never happen so they're already infinity years ahead of schedule if we accept that at reasonable. The rate they're pulling ahead of expectations appears to be so sharp there is a risk they leapfrog EUV to go on to the next big thing.