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@IanCutress
Consultant, Chief Analyst, Influencer.
Substack: (@MoreThanMoore2x)
Youtube: (@TechTechPotato)
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June 2011
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I should have posted months ago given the hype, but here's my 65min deepdive into @substrate's claim to re-energize USA litho with an x-ray tool, supplanting @ASMLcompany as the kingmaker. It'll cost a trillion dollars, but the economics need to work.
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