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ASML (ASML NA) and TSMC (2330 TT/TSM) announces a collaborative initiative to lead the transition to a larger-format EUV lithography photomask. There is to be a transition to a larger, 12-inch masks that is expected to further increase fab productivity
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ASML is significantly boosting EUV system output, while TSMC reinforces its 73% market share through fab expansions and advancing toward 2028 A14 mass production.
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It will also lower chipmaking costs and remove stitching constraints.
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