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Industry

ASML High-NA EUV in sight; will it open opportunities for Korean mask makers?

Technology and production preparations in the mask industry for ASML\'s next-generation High-NA EUV lithography tools are accelerating as DRAM makers and foundries firm up adoption timelines. Industry schedules point to mass-production introductions starting from 2028. While Japanese suppliers have effectively dominated EUV mask materials, Korean companies are seeking entry through certifications for EUV pellicles and blank masks and expanding related capacity and customer qualification testing.

Crypto

Bitcoin holds $80,000 after AI-driven stock selloff wipes out $400 million in long positions

Bitcoin briefly fell below $80,000 over the weekend, touching $79,280 before recovering. The move followed further declines after a stock selloff linked to concerns over fundraising in the AI industry. Liquidations totalled $436.4 million over four hours, with long positions accounting for $404.2 million. U.S. spot bitcoin ETFs saw $635 million in net outflows on Oct. 22. Separately, Arthur Hayes said he closed directional positions for Maelstrom.

Industry

Intel Ohio chip plant raises first structure after five-year delay, targets 2030 completion

Intel has completed installation of the first major structural truss at its large semiconductor plant under construction in New Albany, Ohio, and has moved into the next phase of work. The project is at least five years behind the original schedule. Intel had initially said chips would begin shipping in 2025, but it now targets completion in 2030. A second plant is planned on a site northeast of Columbus, with a completion target of 2031.