Lithography is the chip industry's biggest bottleneck

““You know, I have this long-term mission to continue to see Moore’s Law in the semiconductor industry... We think this is the technology that will wake up Moore’s Law.””

““About half of the capital goes into lithography. In the middle of a lithography machine is light . . . [and] this ability to keep innovating for shorter wavelength, higher power light is…”

“Quantum computers will be "materially impacting computing structures before the end of this decade," Gelsinger said.”

“Intel CEO Lip-Bu Tan said on the earnings call that the company's 18A-P node, a variant of its 18A family, is on track to launch by the end of the year.”

“The CEO says rebuilding a competitive foundry business will take years, even with billions of dollars in government and private investment.”

“It is the greatest time in the history of the industry and for Applied Materials. AI is driving incredible computing demand.”