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![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 16:42:49 UTC

TSMC says the tools are too expensive, even first-mover Intel is shying away. And hyper-NA, the successor to high-NA, is even more in doubt


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