Intel Orders ASML Machine Still on Drawing Board as Chipmakers Look For an Edge

The Intel Corporation logo is seen on a display in a store in Manhattan, New York City, November 24, 2021. (Reuters)
The Intel Corporation logo is seen on a display in a store in Manhattan, New York City, November 24, 2021. (Reuters)
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Intel Orders ASML Machine Still on Drawing Board as Chipmakers Look For an Edge

The Intel Corporation logo is seen on a display in a store in Manhattan, New York City, November 24, 2021. (Reuters)
The Intel Corporation logo is seen on a display in a store in Manhattan, New York City, November 24, 2021. (Reuters)

Intel has placed the first order with ASML for an advanced chipmaking machine that is still on the drawing board and won't be delivered for years, as semiconductor manufacturers look to get ahead in a booming industry.

Alongside better-than-expected fourth quarter earnings, ASML said on Wednesday it had now received orders for five of its next generation of lithography machines, plus an order for the even newer model that is still being designed.

In a separate joint press release, the companies said Intel was the buyer.

ASML's most advanced commercial machines, known as EUV lithography systems because of the "Extreme Ultraviolet" light waves they use to map out the circuitry of computer chips, are the size of a bus and cost around $150 million each.

A cutting-edge chip plant needs 9-18 of them, making them one of chipmakers' biggest capital expenditure costs.

ASML is the only maker of such machines and its EUV customers include the world's biggest chipmakers, TSMC of Taiwan, Samsung of South Korea and Intel, among others.

ASML said it had now received orders for five of the next iteration of the system, known as "High NA" EUV machines, which will have a different lens system with a higher numerical aperture, will be even larger and cost around $300 million each.

The first prototypes are to be shipped in 2023. They are not expected to be used in volume manufacturing until 2025.

Intel, which is trying to win back its position as maker of the smallest and fastest chips from current leader TSMC, had previously identified itself as the first buyer of a High NA machine, ASML's EXE:5000, which is expected to help manufacturers shrink chip sizes later this decade.

Intel said on Wednesday it would buy the first EXE:5200 as well, which is expected to make several improvements including higher productivity. Neither company mentioned the price tag.



ChatGPT Adds Shopping Help, Intensifying Google Rivalry

FILED - 18 April 2023, Berlin: On the monitor of a cell phone you can see the ChatGPT logo. Photo: Hannes P Albert/dpa
FILED - 18 April 2023, Berlin: On the monitor of a cell phone you can see the ChatGPT logo. Photo: Hannes P Albert/dpa
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ChatGPT Adds Shopping Help, Intensifying Google Rivalry

FILED - 18 April 2023, Berlin: On the monitor of a cell phone you can see the ChatGPT logo. Photo: Hannes P Albert/dpa
FILED - 18 April 2023, Berlin: On the monitor of a cell phone you can see the ChatGPT logo. Photo: Hannes P Albert/dpa

OpenAI announced Monday that ChatGPT is now helping users find products online, enhancing its challenge to Google amid regulatory pressure on the search giant's market dominance.

The new shopping capability further blurs the line between AI chatbots and search engines, signaling OpenAI's ambition to compete with Google in a market the latter has controlled for decades.

"Search has become one of our most popular and fastest growing features, with over 1 billion web searches just in the past week," the San Francisco-based company said in a post on X.

Rolled out on Monday, the update allows shoppers to find and compare items through natural conversation, then connect directly to merchants for purchases.

"Instead of scrolling through pages of results, you can simply start a conversation," OpenAI's post said, adding that users could also ask follow-up questions or compare products.

ChatGPT's shopping feature initially focuses on fashion, beauty, and home electronics categories. Product recommendations are personalized and come from the web, not advertisements, OpenAI said.

To counter increasing competition from AI chatbots, Google has integrated its own Gemini assistant into search results, providing AI-generated answers above traditional website links.

The rivalry intensified last week when an OpenAI executive testified the company would consider purchasing Chrome if Google were forced to sell the browser as part of an ongoing US antitrust case.