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Here is another one. World relies on only one relatively obscure dutch company for its EUV lithography equipment. For DUV the market is divided between 3 player
by newswasboring 5y ago
Here is another one. World relies on only one relatively obscure dutch company for its EUV lithography equipment. For DUV the market is divided between 3 players two in japan and the aforementioned one. Apps market for semiconductors is also cornered by two companies. This whole space has consolidated in last decade or so. Everyone wants to have full control over their supply chain, so everyone is trying to buy their entire supply chain.
- riffraff 5y agoThere's also a surprisingly tiny market for stepper makers, which I didn't even know where a complex thing until a few months ago.
- sydthrowaway 5y agoAny competitors to ASML?
- newswasboring 5y agoNo real competitors. They own the EUV market because they own the only company making EUV sources (Cymer). They also work very closely with Zeiss and co own some of the important patents I think (but don't quote me on this). A Japanese company Gigaphoton made a EUV source, but I am not aware of any orders from any major fab to them. I think since 2018 they are just trying to be second source for source parts (guessing from the fact that they have stopped publishing HVM numbers and are more focused on proving they can make reliable parts). Its become so sad that they don't even mention their EUV source on their website, but then again these type of companies rarely pay attention to their web presence.
- pa7x1 5y agoCymer is not the only company producing EUV sources. There are some Japanese companies that do produce them too, (e.g. Ushio). And ASML itself uses Trumpf's (Germany) lasers instead of Cymer. https://www.laserfocusworld.com/blogs/article/14039015/how-does-the-laser-technology-in-euv-lithography-work https://www.laserfocusworld.com/blogs/article/14039015/how-d...
- newswasboring 5y agoTrumpf doesn't make the EUV source it makes the CO2 laser which produces the plasma in Cymer's EUV source. Ushio does make a EUV source but thats not for manufacturing, its for inspection. The power difference itself should tell you that its a different ball game entirely.
- inglor_cz 5y agoThe Netherlands are not located just next to a hostile military power, though.
- Koiwai 5y agoCould you elaborate more on "hostile military power"? what exactly is that "hostile military power" in TSMC's circumstance?
- inglor_cz 5y agoAre you trolling? China.
- Koiwai 5y agoCould you elaborate more on why China is a hostile military power?
- inglor_cz 5y agoThe very question indicates that we live in different universes, and in your China never threatens Taiwan with violent reattachment nor plays provocation games with military jets.
- Koiwai 5y agoAnd US on the other hand, never waged any war?
- inglor_cz 5y agoIDK why I cannot reply directly to you, but I am not even an American. And China has about as much right to govern Taiwan as the Habsburg-Lothringen dynasty to govern Czechia. But you do not seem to deny that China acts in a hostile way towards Taiwan. You switched to "someone else has a dirty conscience too" defense.