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EUV profitability moving towards DUV level

Selling EUV scanners is quickly becoming ‘just another business’ for ASML. It will take another year or two before its profitability is up to ASML’s typical level, however.

Headlines

Dawn Aerospace validates B20 Thrusters in space
Imec.istart balloons to ‎€30M as maximum investment doubles
Layoffs at Ampleon during surge of RF activities in Nijmegen
Easics eyes expansion and elects a new CEO
NXP raises 2 billion for green projects
Microsure shores its coffers with €2.7M in new investment
Intel: Benelux fab an option
VDL in talks to acquire Neways
Cottonwood plants €1M into Sencure’s biometric sensing chip

ASML: if we can’t ship it to China, we’ll ship it somewhere else

Whether ASML should be allowed to sell EUV scanners to China may be a geopolitical hot-button issue, the company itself is rather indifferent on it. Its scanners will sell out one way or another.

In other news

Clayton Christensen, guru of “Disruptive innovation,” dies (NY Times)
UT rector magnificus retiring to return to science (U-Today)
New journal on quantum engineering (IEEE)

Coaching in the third wave of Agile – part 2

As an organization’s Agile maturity grows over time, the coaching challenges and scope change. Derk-Jan de Grood discusses the evolving role of the Agile coach in the three waves of Agile. Part 2 of 2.