Users praise the book on ASML's EUV machine battle as great because of its engaging quality, with one noting a recent library borrow.
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https://www.amazon.com/dp/B0CW1FLCD4?lv=shuf&channelId=500&plpRedirect=mhFallback
if anyone is looking for more background on EUV, I liked this book on ASML
@saranormous Lol! This is indeed a great book, just took it out from SF library two days ago
@saranormous everything I know about euv came from asianometry
@saranormous Includes such Dutch-isms as "when shit hits the fan" (literal quote from the book), which appear to have made it into the English translation unmodified.
@saranormous EUV capacity remains the binding constraint on advanced AI node ramps; delays here directly raise hyperscaler capex per effective compute and can support better multiples for foundry-exposed names even if broader semis look expensive.
@saranormous Most skip EUV's 13nm limitation, ASML's roadmap fixes this.