alt Hacker News"Big if true". That's surprising. More ASML machines = more capacity in the future. Do you have a source for that?
Intel would need to have lots of (and / or very big) customers lined up or big plans to manufacture possibly more than CPUs of their own design to make use of that capacity.
They mention that Intel bought the initial production run in the page that introduced the new product.
> can print transistors 1.7 times smaller – and therefore achieve transistor densities 2.9 times higher – than they can with NXE systems.
https://www.asml.com/en/news/stories/2024/5-things-high-na-e...