Christina Porter
3 Jun 2026Anthropic IPO, Europe Gets Mythos, France’s AI Gains, Work Slop, ARM Hits $400, Genz Hate AI
2:00:228 min
Christina Porter (Invisix): AI Memory Boom & $20M Seed Plans
Christina Porter of Invisix Measuring Systems continues her interview, explaining that the ASML spin-out shares ASML's big-five chipmaker customers and that AI-driven demand for stacked high-bandwidth memory is behind the memory stock surges and rising need for wafer measurement. She describes a ~17-person team heavy on ex-ASML staff (with COO Roald Daga from supplier NTS) and says the $20M seed funds a 300mm demo prototype being moved out of ASML plus development of a first shippable product. Tools sell for multi-million-dollar prices justified by yield gains worth double-digit billions, and she notes no competitor yet has a tool on the market, so it is 'anybody's game'.