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OpenAI says its next-generation processors could be manufactured by Samsung. Double-sourcing alongside TSMC suggests very large volume needs and a focus on production capacity and supply redundancy.
ASML convinced TSMC, Samsung and Intel to switch to larger photomasks, which should boost throughput of its newest EUV machines by about 40%. Meanwhile Huawei, via equipment maker Yuliangsheng and its suppliers, is pursuing a domestic strategy to reduce dependence on Dutch lithography technology.
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