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Validation of High NA EUV readiness in production and a concrete collaboration milestone with Intel Foundry increases the credibility of near-term demand for ASML’s High NA systems and services, potentially lifting investor sentiment and near-term pricing.
What happened, with direct paths to the underlying reporting
ASML reports Intel Foundry deploying High NA EUV on the Intel 18A Panther Lake subset of Core Ultra Series 3 processors, with dual-qualified layers in Oregon and production-ready yields aligned to NXE. The milestone underscores production-readiness and suggests broader High NA adoption on future nodes, potentially boosting ASML tool orders and collaborative revenue over the coming quarters.
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