3 ms·

TSMC has had a license to print money for a while now given how huge ASML’s backlog is.

• chrisjc 4y ago
  Is ASML even going to be able to meet the demand created by all these fabs opening up across the US (and rest of the world)? The stories I've heard about what it takes to build a single machine would suggest to me that scaling up would be a huge feat and I could only imagine take years to accomplish. Then again, perhaps TSMC and their peers had predicted this kind of growth and already placed their orders long ago?
  • deleted 4y ago
    [deleted]
  • imhoguy 4y ago
    Maybe they will just move a chunk of existing fab?
  • tooltalk 4y ago
    ASML has now $32+B worth of backlog and they are still able to make only ~40+ EUV per year.