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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

A peak inside Samsung’s EUV-made DRAM chips
Eleo gets recharged with Lumipol investment
Holst Centre breaks through with next-generation ultrasound monitor
ASML and Imec take EUV patterning to the limit
VLSI goes quantum in EU Flagship project
Elusive amorphous perovskites may increase solar cell efficiency
Imec finds energy-consumption milestone with new UWB transmitter chip
ASML’s Van den Brink and Imec’s Van den hove inducted into National Academy of Engineering (update)
Report: EU getting more serious about building a European fab

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.