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China semiconductor tool

7 atoms · 跨 1 天 · 首见 2026-05-10 · 最近 2026-05-10

三色: 🟦 fact 1 · 🟥 take 6 · stance ▲2/▼3/◆0

来源: X 7

时态: aging:4 · fresh:3

标签: 好思考:3 · 好观点:3 · 好信源:1

2026-05-10 [老化中] · WPH claim inconsistency
the 150 WPH claim didn’t make sense
tags: 好思考 · → daily
value: qty=150 WPH
2026-05-10 [老化中] · delivery rate in Q2
5-8 in Q2 seems a little on the high side
tags: 好思考 · → daily
value: qty=5-8 · date=Q2
2026-05-10 [老化中] · commercial viability constraint
It's the combination of overlay and tput that makes it commercially viable for a fab
tags: 好观点 · → daily
value: qty=overlay + tput
2026-05-10 [老化中] · yield impact
has a significant yield impact
tags: 好观点 · → daily
value: qty=significant

2026-05-10 · fab dependency on ASML
if they don't get ASML machines serviced, they'll have to build fabs around these ones eventually
tags: 好思考 · → daily
value: direction=negative
2026-05-10 · timeline acceleration
Yeah it would accelerate the timeline
tags: 好观点 · → daily
value: direction=accelerate

2026-05-10 · performance target
Solid src 2 yrs ago said this machine was targeting 1980Di in performance
tags: 好信源 · → daily
value: qty=1980Di · date=2 years ago