Power & SitesUnited States

ECB Considers Review of Banks’ Data Center Lending as Fears Rise

Credited to Bloomberg$ · bloomberg.com22h ago

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The euro area’s top banking supervisor is considering a review of lending related to data centers, seeking to gauge potential risks from swings in AI sentiment and valuations.

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Power & Sites · United States

Eulitha Ramps Up Deliveries of Advanced Lithography Systems

Credited to Semiconductor Digest · semiconductor-digest.com · 20h ago

Eulitha AG, a provider of high-throughput optical lithography solutions, today announced deliveries of multiple automated tools to foundries for the production of InP DFB lasers to be used in AI data centers. The company has also reported an order backlog that will fully occupy its production capacity until the middle of 2028. The DUV photolithography tools are based on the proprietary DTL technology developed and commercialized by Eulitha, enabling the printing of high-resolution gratings required in DFB lasers.

DFB lasers are at the center of optical communication solutions that are required to move data at high speeds between AI chips and memory or other processors, as well as over longer distances between racks and data centers. The use of optical communication and co-packaged optics (CPO) promises to significantly reduce energy consumption while dramatically increasing the speed of AI systems and data centers. DFB lasers require printing high-fidelity, high-resolution gratings for precise wavelength selection. Eulitha has been working with leading device manufacturers to provide the lithography tools that meet the rigorous quality and volume requirements of the booming AI market.

Harun Solak, CEO of Eulitha AG, said: “Multiple DFB manufacturers have been using our tools for production for a number of years, but the volumes we have seen since 2025 represent explosive growth due to the expansion of data centers. Our technology is uniquely matched to address this patterning challenge with its high precision, resolution, and throughput. Our customers, for whom the alternative was to purchase tens of e-beam tools, were able to save significant costs by choosing our photolithography technology.”

Eulitha is currently doubling its production capacity at its location near Zurich, Switzerland, to meet the growing demand. The new production capability is scheduled to come online during the first quarter of 2027. The expansion will allow Eulitha to meet the growing demand for affordable, high-resolution patterning tools not only in optical communications for data centers but also in other areas such as light guidance for AR/VR/XR devices.