substrate

4 atoms · 跨 2 天 · 首见 2026-07-01 · 最近 2026-07-03

三色: 🟦 fact 0 · 🟥 take 4 · stance ▲2/▼1/◆0

来源: X 4

时态: fresh:4

标签: 好观点:3 · 好数字:1

叙事 (narrative) (3)

• 2026-07-03 · total square footage per chip
  dramatically driving up the total square footage of substrate material needed per chip
  tags: 好观点 · → daily
  value: direction=up
• 2026-07-03 · substrate boom
  The substrate boom is just getting started
  tags: 好观点 · → daily
• 2026-07-01 · claim to re-energize USA litho with x-ray tool
  @substrate's claim to re-energize USA litho with an x-ray tool, supplanting @ASMLcompany as the kingmaker
  tags: 好观点 · → daily
  value: direction=na

预测 (forecast) (1)

• 2026-07-01 · cost to supplant ASML litho
  It'll cost a trillion dollars
  tags: 好数字 · → daily
  value: qty=$1T · direction=na

时间轴 (近 20)

• 2026-07-03 · narrative · total square footage per chip · → daily
• 2026-07-03 · narrative · substrate boom · → daily
• 2026-07-01 · narrative · claim to re-energize USA litho with x-ray tool · → daily
• 2026-07-01 · forecast · cost to supplant ASML litho · → daily

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