Peter Elstrom
speaker
634 appearances
21 recordings
1 series
first heard Nov 2025
last heard 10 Sep
Peter Elstrom’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.
Appearances
That's also true on the memory chip side, where Samsung and SK Honix and Micron have all been struggling.
with these technologies.
So this is part of a broader collaboration agreement where the companies want to move from uh photo masks, which is sort of a technical term, it's the it's the blueprint especially essentially for a chip as they print uh patterns onto silicon.
They want to move from the six-inch format to a 12-inch format.
That way they're going to be able to reap greater efficiencies and lower costs from the production systems.
Well it has been a challenge in the past.
They've talked about this sort of transition from six inches to twelve inch uh photo mass in the past.
Any one company trying to do this on this their own would be very difficult.
The companies are do now doing this together, doing it in lockstep with each other to be able to have the benefit.
So ASML can make the move with the other companies.
They're gonna work with TSMC, Samsung, Intel, SK Heinex came in late and said they're also a little bit more than the same.
looking at making this transition themselves both to the high NA machines and also to these 12 inch mass.
So as a group they figure they're able to make this transition a bit more smoothly than they could if they were trying to do it individually.
Yeah, this is an exclusive, a scoop by our reporting team in the greater China area, where they're talking about DeepSeek building this massive data center in Inner Mongolia.
They're one of a couple of companies that are trying to do this.
We've also seen ByteDance make these kinds of investments.
And it's interesting for a couple of different reasons.
You mentioned one at the top of the show.
These chips, 160,000 at least, are coming from Huawei.
Huawei has been in the accelerator game trying to compete with Nvidia for a long time.
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