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I’ve heard this often repeated claim about ASML owning the core tech behind TSMC’s 5nm process. However if it was just a question of buying N 200 million dollar
by lumost 6y ago
I’ve heard this often repeated claim about ASML owning the core tech behind TSMC’s 5nm process. However if it was just a question of buying N 200 million dollar machines to launch a 5nm foundry wouldn’t we see dozens of 5nm competitors? Why hasn’t intel , apple, Samsung, or AMD shelled out for 10?
Given the size of this commitment it seems clear that there is a lot more to 5nm than the lithography machine.
- dmix 6y agoIt also adds the question what ASML has to gain from handing over their technical advantage to some local gov effort. I mean they can get paid but there’s a ton of other companies not starting from scratch they can also make billions off of so I don’t see why some geographic thing is some huge advantage for EU. They already operate in a highly lucrative global market with companies who don’t need to figure anything out. If anything this should be expansion capital or efforts to build more factories locally. Not trying to do it themselves. But hey what do I know. I don’t have multiple countries with lagging tech interests in mind with lots of money to burn.
- ksec 6y ago>it seems clear that there is a lot more to 5nm Yes there is whole part of equation that has nothing to do with ASML. But the point, to over simplify things a lot was that without ASML there are currently zero chance you could get leading edge node working. But even with it you have barely started. Look at Intel, Samsung and Global Foundry.