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“they want to just get rid of DSPs … put the optical engine as close as possible to the actual compute silicon.”
@Semi Doped
Co-packaged optics kills the DSP and puts optical engines next to compute; the photonic-engine supplier wins.
LITELONG@ $849.14
$723.08-14.85%
since call May 29
“going to stacking chips is a positive for ASML … you need more machines to make more chips for the same product — you need to make two times as many wafers”
@Semi Doped
Logic stacking means two DUV wafers per chip, so stacking is bullish for ASML not bearish.
ASMLLONG@ $1,616.73
$1,645.61+1.79%
since call May 29
peak +13.9%
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