News Summary

• OpenAI's GPT-6 Astra model tops charts for its intelligence and ability to complete tasks on a per-task basis lower than other leading AI models.
• We dive deep into the current state of the use of ABF substrates in the semiconductor industry and take a look at the supply chains underpinning it.
• TSMC, Intel, and Samsung have all thrown their support behind ASML.
• We analyze how the move to larger photomasks might shake out, and the trials and tribulations that might face chipmakers during the shift, which, theoretically, will take years.