[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.]

![SemiAnalysis_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1745106082790318080.png) SemiAnalysis [@SemiAnalysis_](/creator/twitter/SemiAnalysis_) on x 27.2K followers
Created: 2025-07-22 16:42:48 UTC

But the challenge for the future is totally opposite: the technology is there (high-NA is remarkably good already) but the economics might not be

![](https://pbs.twimg.com/media/GwedfUmbgAAn7xe.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947698854700437990/c:line.svg)

**Related Topics**
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/SemiAnalysis_/status/1947698854700437990)