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ASML's 40 percent throughput gain lands five years after Samsung's High-NA line starts
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.
Publishers:the-decoder.com
Reality
- Evidence42
- Adoption30
- Hype gap+35
- Incentives72
- Confidence48