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EUV profitability moving towards DUV level

Selling EUV scanners is quickly becoming ‘just another business’ for ASML. It will take another year or two before its profitability is up to ASML’s typical level, however.

Headlines

Kendrion locks up 3T acquisition
Quantum computing unicorn considers European HQ near Imec
Semiconductor boom might turn to glut in 2023, says IDC
The Netherlands joins European chip collaboration
$12M seed round brings Dutch stealth startup Axelera AI to light
Loop Robots cleans up with a $2M seed investment
TU Delft and NFI investigate next-gen forensic photography
Pharrowtech field-tests mm-wave-based fixed wireless access
Funding for large-scale research infrastructure “insufficient”

ASML: if we can’t ship it to China, we’ll ship it somewhere else

Whether ASML should be allowed to sell EUV scanners to China may be a geopolitical hot-button issue, the company itself is rather indifferent on it. Its scanners will sell out one way or another.

In other news

Clayton Christensen, guru of “Disruptive innovation,” dies (NY Times)
UT rector magnificus retiring to return to science (U-Today)
New journal on quantum engineering (IEEE)

Coaching in the third wave of Agile – part 2

As an organization’s Agile maturity grows over time, the coaching challenges and scope change. Derk-Jan de Grood discusses the evolving role of the Agile coach in the three waves of Agile. Part 2 of 2.