ASML locks in TSMC, Samsung, and Intel while Huawei races to break its grip
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What happened
ASML has won over Samsung, TSMC, and Intel to switch to larger photomasks, which should boost the throughput of its newest EUV machines by 40 percent. Meanwhile, Huawei is orchestrating China's counter-strategy, aiming to break its dependence on the Dutch lithography technology through equipment maker Yuliangsheng and its own suppliers.
Summary assembled by rule from the sources below