EUV 3.0: High NA a prime Digital Enabler for the next decade
Published on05 JUL 2023
In this report, Goldman Sachs Research analysts explore High NA, the next generation of Extreme Ultraviolet Lithography (EUV). The $600bn global semiconductor market is estimated to reach over $1trn by 2030 and Goldman Sachs Research sees High NA as a key European Digital Enabler as it will be critical in the advancement of smaller and more powerful chips, required to power leading edge technologies such as AI, high-performance computing (HPC) and autonomous driving. This technology delivers higher resolution by using improved optics, which we see as crucial in supporting continued lithography growth momentum beyond 2025 and into the next decade.
