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1.
Why Nvidia’s AI boom couldn’t happen without Dutch chip equipment maker ASML (cnbc.com)
2.
The Top 8 Semiconductor Stories of 2025 (spectrum.ieee.org)
3.
China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain (tomshardware.com)
4.
China's reverse-engineered Frankenstein EUV chipmaking tool hasn't produced a single chip — sanctions-busting experiment is still years away from becoming operational (tomshardware.com)
5.
Chinese fabs are reportedly upgrading older ASML DUV lithography chipmaking machines — secondary channels and independent engineers used to soup up Twinscan NXT series (tomshardware.com)
6.
China may have reverse engineered EUV lithography tool in covert lab, report claims — employees given fake IDs to avoid secret project being detected, prototypes expected in 2028 (tomshardware.com)
7.
Chinese scientists discover method to cut defects by 99% with DUV chipmaking equipment, but it destroys EUV pattern fidelity — analyzing photoresist clustering with cryo-ET at 105°C (tomshardware.com)
8.
American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV — X-ray lithography system has potential to surpass ASML's EUV scanners (tomshardware.com)
9.
Chips, AI, and Geopolitics: Inside ASML’s Surprising Mistral Investment (techreport.com)
10.
Startup aims to shrink particle accelerators to transform semiconductor manufacturing (techspot.com)
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