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To: BeenRetired who wrote (17003)4/7/2021 12:07:43 PM
From: BeenRetired
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"white-hot growth" Tech

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To: BeenRetired who wrote (17003)4/7/2021 12:09:33 PM
From: BeenRetired
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cnbc shill/traitor community pumping this AM

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From: BeenRetired4/7/2021 12:51:12 PM
   of 18960
 
STMicroelectronics and OQmented to Jointly Develop, Manufacture, and Market Advanced MEMS Mirror-Based Laser-Beam Scanning Solutions
SHANNON DAVIS
1 WEEK AGO
0144 VIEWS

STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, and OQmented, a deep-tech startup focused on MEMS [1]-mirror technology, have agreed to collaborate on the advancement of the technology for Augmented Reality and 3D-sensing markets. The joint effort aims to build on the expertise of both companies to advance the technology and products behind the leading MEMS-mirror-based laser-beam scanning (LBS) solutions in the market.

ST, a world leader in the design, manufacture, and sales of a broad portfolio of MEMS sensors, actuators, and related components including drivers, controllers, and laser-diode drivers, is contributing its vast MEMS design and manufacturing resources to the collaboration.

To this foundation, OQmented, is moving to further industrialize and mass produce its Bubble MEMS® technology, a patented 3D glass-encapsulation approach to hermetic vacuum sealing of the MEMS micro-mirrors. Sealing with these unique glass bubbles eliminates environmental contaminants and minimizes light-refraction effects. In fact, vacuum sealing is a key element for meeting automotive-grade requirements, while simultaneously reducing power consumption by an order of magnitude and enhancing performance for resonant, bi-axial scanners, where the MEMS mirrors move in both axes at their resonant frequency, creating an ultra-compact and extremely power-efficient scanning solution. These resonant mirrors are well suited for display and 3D-sensing applications in mobile devices.

“In teaming with ST, we’ve chosen a solid semiconductor partner that has demonstrated its leading position in design and manufacturing of MEMS products, particularly MEMS mirrors, over the past 20 years,” said Dr. Ulrich Hofmann, CEO/CTO and co-founder, OQmented. “Combining ST’s expertise in developing, marketing, and manufacturing key components for laser-beam scanning solutions with OQmented’s knowledge and intellectual property will contribute greatly to our product offering, manufacturing capacity, and marketing channels, while also expanding the market in numerous application areas.”

“Our goal in working with OQmented is to leverage our shared expertise and deep understanding of LBS technologies with the mutual vision to continue the adoption and growth of LBS in key applications, such as Augmented Reality and 3D sensing,” said Anton Hofmeister, Vice President and General Manager MEMS Microactuator Division, STMicroelectronics. “This collaboration further strengthens ST’s position as a world leader in LBS solutions and expands its market outreach to additional opportunities through the Company’s product portfolio of MEMS mirrors and associated components, including ST’s MEMS drivers, controllers, and Laser Diode Drivers.”

From this joint effort, ST and OQmented plan to market a wide range of scanning solutions. These would include MEMS mirrors, MEMS drivers and controllers, and complete reference designs of laser-beam scanning engines for a range of applications. In addition, the companies intend to collaborate on an LBS roadmap and in the development of future technologies and products.

P.S.
Me?
Innovators will innovate at an ever faster pace.
This trend started before hominids walked upright.

Ergo, Cymer/ASML EUV will get way, way better.
Fact. History verified.
HMI eScan 9 going on 25-beam kicks it up a notch. Or dozens. AMAT told how important Inspection is.

ASML
Cymer
HMI
Berliner Glas
25% of Zeiss
Mapper
Brion

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From: BeenRetired4/7/2021 4:48:41 PM
   of 18960
 
Why ASML Holdings Rose 11.1% in March

Billy Duberstein 3 days ago
The Motley Fool Why ASML Holdings Rose 11.1% in March

What happened
Shares of ASML Holding (NASDAQ: ASML) rose 11.1% in March, according to data provided by S&P Global Market Intelligence.

The sole maker of mission-critical EUV (extreme ultraviolet) lithography machines necessary to produce leading-edge semiconductors inked a big new order from a major customer. Additionally, a widespread global chip shortage boosted forecasts for semiconductor equipment more broadly.

So what
In late February, ASML inked a $4.3 billion five-year procurement deal with Korean chip giant SK Hynix (OTC: HXSCL) for around 30 EUV machines. The move is notable because while EUV technology has already made a big splash in semiconductor logic chips, it's just now moving into the memory-chip space.

However, SK Hynix is one of the world's largest memory producers, and will use EUV machines to produce its next-generation DRAM (dynamic random-access memory) chips. Hynix also recently announced a massive $106 billion cluster of fabrication plants in Korea, marking a huge expansion of its production capabilities.

This is just another instance of huge spending across the semiconductor space recently, which has boosted sentiment for semiconductor equipment stocks. In March, Intel (NASDAQ: INTC) held its Intel Unleashed event featuring new CEO Pat Gelsinger. While some had thought Intel might abandon in-house manufacturing altogether, Gelsinger instead doubled down, announcing two new fab plants in Arizona -- a project that will cost $20 billion. Intel also said it was doubling down on EUV in order to catch up to Asian rivals in leading-edge chip capabilities -- another positive for ASML.

Finally, analysts at Cowen upgraded their price target and ratings on ASML from neutral to buy, citing higher EUV demand visibility. All of these factors led to a solid 11.1% gain in March, putting ASML up a nice 26.6% for the year:

[Now what
Trading at around 50 times this year's earnings estimates, ASML is much more expensive than some of its semiconductor-equipment peers. Yet that's at least partially deserved. The company holds a monopoly on EUV lithography technology, the key that unlocks today's smallest, most powerful, and most advanced chips. With leading semiconductor foundries recently announcing massive spending plans and even Western governments now allocating billions to bring leading-edge chip production to their shores, ASML's growth path over the next decade seems assured. Expect the good times to continue.

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To: BeenRetired who wrote (17007)4/7/2021 4:51:39 PM
From: BeenRetired
1 Recommendation   of 18960
 
"Hynix also recently announced a massive $106 billion cluster"

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To: BeenRetired who wrote (17007)4/7/2021 4:54:39 PM
From: BeenRetired
1 Recommendation   of 18960
 
"Intel also said it was doubling down on EUV in order to catch up to Asian rivals"

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To: BeenRetired who wrote (17007)4/7/2021 5:04:11 PM
From: BeenRetired
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Micron doing an Intel on EUV? Just ask Pat. Go EUV or go home.

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From: BeenRetired4/8/2021 7:11:26 AM
   of 18960
 
Gushing AMAT CEO on cramer last nite. ONLY braindead don't get it

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From: BeenRetired4/8/2021 7:35:57 AM
   of 18960
 
Unisoc, Oppo, Xiaomi gearing up for new 5G mobile chips roll-outs
Cage Chao, Taipei; Willis Ke, DIGITIMES
Thursday 8 April 2021

Oppo and Xiaomi will introduce their in-house-developed sub-6GHz 5G chip solutions between late 2021 and early 2022, joining fabless chipmaker Unisoc in competing against chip vendors such as Qualcomm and MediaTek, according to industry sources

P.S.
Bunches joining the roll-your-own parade.
Disruption ALWAYS good for Shrink n Stack.
Bit bonanza JUST started.

ASML

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From: BeenRetired4/8/2021 7:43:25 AM
   of 18960
 
NOR flash chipmakers see more customers eager for long-term deals
Siu Han, Taipei; Jessie Shen, DIGITIMES
Thursday 8 April 2021

Taiwan-based NOR flash chipmakers have seen more of their clients eager to strike long-term supply agreements, according to industry sources.

P.S.
My WAG?
A long niche Storage finding wider applications.
A sure sign The One Massive Chip Ecosystem expanding.
Rapidly.
And,...
This is JUST the start. According to the AMAT CEO,

ASML

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