[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@lithos_graphein Avatar @lithos_graphein 🌿 lithos

🌿 lithos posts on X about asml, china, $asml, all the the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence technology brands XXXXX% stocks #4883 countries XXXX% currencies XXXX% finance XXXX%

Social topic influence asml #5, china 5.56%, $asml #3, all the 3.7%, over the 3.7%, $7731t #298, $tsm #66, spec 1.85%, the super 1.85%, the latest XXXX%

Top accounts mentioned or mentioned by @teortaxestex @pers0naluni0n @glennluk @qyfhdh95431 @throwaway3313 @aurelianopisa @krzemoweecho @kvassily @lukateake @pgerven @jakehalloran1 @itsdanielwu @paurooteri @ryangzhuang @h0ly_degenerate @probablyclass1 @jake_ayes @karbinc @hunterdolp2478 @bri_news

Top assets mentioned Taiwan Semiconductor (TSM) Texas Instruments (TXN) Intel Corporation (INTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"EUV in the Wild: TSMC Arizona. Notice anything that's off 😭"
X Link @lithos_graphein 2025-10-19T22:33Z 14.5K followers, 54K engagements

"New technical vid from LAM on Mo ALD. Link to follow. Mo films will replace W in Flash memory"
X Link @lithos_graphein 2025-10-16T22:22Z 14.5K followers, 2405 engagements

"They can just skip it bc they're way ahead of schedule"
X Link @lithos_graphein 2025-10-20T22:08Z 14.5K followers, 4650 engagements

"Who Who doesn't want to wear the high-NA EUV ribbon 😠"
X Link @lithos_graphein 2025-10-22T22:18Z 14.5K followers, 2125 engagements

"@highfrequenshe If he names a timeline and spec ill do it"
X Link @lithos_graphein 2025-10-17T21:46Z 14.5K followers, 1738 engagements

"@GlennLuk @teortaxesTex So you fold Or do you call my bet"
X Link @lithos_graphein 2025-10-17T22:53Z 14.5K followers, XXX engagements

"2/16 The List Here we have my list of all the ASMLs scanner models installed over the past XX years. Its not an exhaustive list; Im sure Ive missed a few but its what I was able to put together based on the tools Ive run (which is most of them) or models my friends have told me theyve used. As you can see by the super small font I had to use here its a big list of around XX different tool models. Lets do a deeper dive on this history in this thread and how we got to the latest EUV tools being installed today in the most advanced chip factories around the world"
X Link @lithos_graphein 2025-10-18T20:55Z 14.5K followers, 9772 engagements

"7/16 TWINSCAN NXT Platform: The NXT platform made a big change to how the wafer stages fundamentally work. The prior stage generations relied on the stages to be suspended over a flat backplane using air pressure. It floats in a frictionless way and can move independently during the exposure scans. The NXT systems instead suspend the stages using magnets. As you might have guessed this enables a big improvement to our common platform theme again better ROI. The stages can accelerate and move much faster which increases the throughput while positioning accuracy is also improved"
X Link @lithos_graphein 2025-10-18T20:59Z 14.5K followers, 5324 engagements

"8/16 Overlay vs. Stage SpeedA Modern Marvel ASMLs scanners have a throughput of roughly 200-300 wafers per hour depending on the model. For the latest KrF scanners being developed ASML intends to push this even further to XXX wph. - At XXX wph this equates to a full wafer exposed every XX seconds. - And each individual die can be scanned in about XXX milliseconds. Keep in mind what is being printed here: circuit geometries on the order of 10s of nanometers in size with billions of individual circuit parts in each image. Its always amazed me that while operating at these scanning speeds the"
X Link @lithos_graphein 2025-10-18T21:00Z 14.5K followers, 13.3K engagements

"10/16 The EUV Era Weve discussed the DUV platforms and what ASML was working on for XX years to improve their commercial viability. But as we jump into the two EUV platforms we have a new set of engineering challenges that make that development work seem simple. Whereas the DUV platforms could rely on a common set of fundamentals to be borrowed for each new source and lens type that improved the resolution EUV systems operate in a completely different wayessentially ASML had to reinvent every subcomponent not just the platform itself. I summarize the X major differences between all the prior"
X Link @lithos_graphein 2025-10-18T21:01Z 14.5K followers, 5092 engagements

"11/16 The EUV Development Timeline EUV lithography is the most complex and ambitious undertaking in lithography to date. It's arguably the most complex machine ever made on a commercial scale. The development for it started back in the mid-1980s and continues to this day. ASML didnt do this alone; they benefited greatly from decades of work by more than XX different organizations across the globe"
X Link @lithos_graphein 2025-10-18T21:02Z 14.5K followers, 4937 engagements

"12/16 Exposing Product Wafers Drives Learning Lets revisit our list of ASMLs scanner models again; refer to Column C for the tool types. As you can see the vast majority of these tool models were HVM machines running product wafers in the fabs that today can cost as much as $20000 each. Prototype tools are the first systems where basic R&D on new subcomponents can be developed. For the most part these were the early immersion and EUV systems where a big upending for how the process operated was needed. Beta tools are precursors to the HVM tools but they are not commercially viable yet to the"
X Link @lithos_graphein 2025-10-18T21:03Z 14.5K followers, 4003 engagements

"TSMC is negotiating with ASML on that 2nm VPA. 😂"
X Link @lithos_graphein 2025-10-19T22:40Z 14.5K followers, 9925 engagements

"Did you know ASML shipped their first packaging SCANNER last month Yes a scanner and a dual-stage scanner to boot (XT platform). It's the most complex and expensive packaging litho tool to date. First-of-a-kind tool. No one noticed how big a deal this was. Thread tomorrow.stay tuned"
X Link @lithos_graphein 2025-10-21T00:48Z 14.5K followers, 25.6K engagements

"How's that sanctions-busting immersion scanner coming along"
X Link @lithos_graphein 2025-10-26T21:52Z 14.5K followers, 7088 engagements

"13/16 Lithography is Winner Take All. The graveyard of scanner companies is full. One might think this is due to how other companies fail in their line of businessa botched product launch missed timelines economies of scale. Here again lithography is a different beast. The reason is hardware matching; in short there is a yield and ROI benefit to only running one type of scanner vendor and their matching stages. The extreme degree of precision for overlay is reaching the sub-nanometer scale. At these levels each wafer chuck has a visibly different overlay signature. Indeed a common way to"
X Link @lithos_graphein 2025-10-18T21:03Z 14.5K followers, 4609 engagements

"14/16 The Chip War Advanced lithography tools are at the heart of the chip war. Indeed the first salvo fired over the bow was the banning of ASMLs EUV scanners from export to China. This was followed by X export actions blocking the most advanced DUV immersion systems made by both ASML and Nikon. The response was expected and immediate. A handful of Chinese SMEs would enter into the scanner building business to make tools that would replace the banned systems. Weve seen a lot of speculation about how long this would take to do. Most of the arguments Ive seen revolve around Chinas great"
X Link @lithos_graphein 2025-10-18T21:04Z 14.5K followers, 19.4K engagements

"Lasertec's new high-NA EUV mask inspection tool will also use a larger anamorphic lens to match ASML's scanner. Source: August 12th Samsung Electronics Dr. Min Cheol-gi's presentation slides at the 2024 Next Generation Lithography + Patterning Conference in Suwon South Korea"
X Link @lithos_graphein 2024-08-18T17:05Z 14.5K followers, 14.9K engagements

"Skipping 10nm DRAM node you say ✝ 🙏"
X Link @lithos_graphein 2025-10-20T23:51Z 14.5K followers, 3808 engagements

"Texas Instruments just released their latest DLP mirror array for maskless lithography. It can pattern wafer-level features down to submicron scale. This could be enabling for customized chip packaging layouts where different parts could be selected and the interconnects to link them together can be patterned digitally without the need for a physical mask"
X Link @lithos_graphein 2025-09-30T16:09Z 14.5K followers, 1911 engagements

"@AurelianoPisa @CaptainKKDK Some of the installs have custom logos"
X Link @lithos_graphein 2025-10-26T21:56Z 14.5K followers, XXX engagements

"200mm 300mm GaN. AIXTRON GlobalFoundries KLA Corporation Synopsys and Veeco are the first program partners"
X Link @lithos_graphein 2025-10-06T22:32Z 14.5K followers, 1882 engagements

"1/16 🧵 A History of ASMLs Scanners Enabling the AI Revolution with chip printersthe most complex machines ever built"
X Link @lithos_graphein 2025-10-18T20:54Z 14.5K followers, 150K engagements

"Brandon gets it. Don't compare litho scanners to EVs and monorail trains. Idk if this rumor is true yet but I find it hard to believe a fab would try this with an immersion tool knowing that a) they would definitely get caught and b) they'd be looking at some serious monetary consequences at the very least"
X Link @lithos_graphein 2025-10-21T22:36Z 14.5K followers, 8515 engagements

"Just for historical perspective: This is not the first time it's happened. Nikon had one of their FOC demo tools taken apart by a prospective customer back in the 1990s. It was then returned to the factory semi-reassembled. And the offending fab was not located in China"
X Link @lithos_graphein 2025-10-21T23:36Z 14.5K followers, 32.4K engagements

"Good find Dan. EUV pellicles are a fascinating dynamic in lithography rn"
X Link @lithos_graphein 2025-10-22T22:37Z 14.5K followers, 9134 engagements

"ASML's new 500W EUV source is crispy frying the pellicles. I suspect this is actually a pellicle swap thing bc the lifetime is reduced--same as that Samsung/S&S patent we saw recently"
X Link @lithos_graphein 2025-10-22T23:03Z 14.5K followers, 35.2K engagements

"@RyangZhuang I'm a long term investor but happy that worked out"
X Link @lithos_graphein 2025-10-26T20:41Z 14.5K followers, XX engagements

"EUV in the wild. Looks like we have a step stool there for manually loading the reticle pods"
X Link @lithos_graphein 2025-10-26T21:12Z 14.5K followers, 38.9K engagements

"Good point @AurelianoPisa. Advertise better"
X Link @lithos_graphein 2025-10-26T22:01Z 14.5K followers, 2598 engagements