Tech Logic

ASML CEO on EUV Lithography and Competitive Challenges: High-NA/Low-NA, Advanced-Node Position, and AI Chip Supply Dispute

Three sources point to the same core theme in remarks by ASML CEO Christophe Fouquet: EUV lithography remains a critical part of advanced chip manufacturing, and ASML maintains a firm view of its own technological position. However, the specific economics of High-NA versus Low-NA EUV, as well as the stated reasons behind constraints on China’s AI progress, are not consistently covered across the sources, and some details cannot be directly confirmed from the materials provided.

May 12, 2026

NY Creates and Micron launch semiconductor worker training program in Albany to feed talent for Clay plant

NY Creates and Micron have launched a semiconductor worker training and apprenticeship program in New York’s Capital Region. The 16-month program is set to begin in August and will take place at Albany NanoTech and Hudson Valley Community College in Troy. It is designed to help train talent for Micron’s memory chip plant under construction in Clay and the broader chip ecosystem. Micron’s megafab is expected to be completed around 2030.

May 10, 2026

Nvidia Quietly Adds a 12GB Version of the GeForce RTX 5070 Laptop GPU in a Driver Update

Three sources point to the same core fact: Nvidia has added or confirmed a 12GB GDDR7 configuration for the GeForce RTX 5070 Laptop GPU in information tied to a Game Ready driver update, alongside the existing 8GB version. The sources broadly agree that this change is aimed at improving memory availability, but they do not fully agree on whether it should be described as a formal launch, nor do they consistently confirm the product list or pricing details.

May 6, 2026

Ubitium Says Its CGRA Can Boot Linux Without a Host CPU, Highlights RISC-V Compatibility

Ubitium GmbH announced on April 28, 2026, that its processor successfully booted and ran off-the-shelf Linux, describing it as the first CGRA capable of executing Linux without a host CPU. All three sources confirm this technical milestone; one source adds that the demo was based on an FPGA prototype and that the chip is compatible with the RISC-V toolchain. The sources do not mention specific performance, mass-production timing, or external validation.

May 3, 2026

Credo Announces Acquisition of DustPhotonics, Expanding Its Silicon Photonics and High-Speed Optical Interconnect Presence

Credo Technology has signed a definitive acquisition agreement with Israeli silicon photonics company DustPhotonics, with the deal centered on AI data centers and high-speed optical interconnects. Media reports added that it is a cash-and-stock transaction that could be worth up to $1.3 billion; Credo said the combined optical business portfolio could generate more than $500 million in optical revenue in fiscal 2027.

Apr 20, 2026

Credo to Acquire DustPhotonics for up to $1.3 Billion, Entering Silicon Photonics and AI Optical Interconnects

Credo Technology Group has agreed to acquire Israeli silicon photonics startup DustPhotonics. All three sources confirm that the deal is described by both sides as a strategic expansion into AI infrastructure and high-speed optical interconnects; public information shows the transaction uses a cash-and-stock structure and could value the company at as much as $1.3 billion. Additional details related to the deal’s rationale and financial terms are disclosed by some sources, but not all can be cross-confirmed across the three.

Apr 20, 2026