In my opinion, the CMD hasn’t actually been moved or postponed at any point; it has been set for that same March 26th date since the autumn.
A couple of years ago, I was under the impression that when moving to high NA, the number of reticles would decrease as we move away from so-called multipatterning. The number of reticles in production is a critical parameter for Canatu, because each individual reticle also carries its own pellicle. When I listened to ASML’s conference calls last autumn, it started to emerge that this might not necessarily be the case; instead, ASML even sees the number of layers increasing. Goldman Sachs has apparently reached the same conclusion.
