2 ms·
Not going to happen. Remember, TSMC manufactures chips for Apple, Nvidia, AMD, Google, and a looot of other companies. They own about 60% of the cutting-edge fa
by crote 3y ago
Not going to happen. Remember, TSMC manufactures chips for Apple, Nvidia, AMD, Google, and a looot of other companies. They own about 60% of the cutting-edge fab capacity in the world, while Intel was basically an "also ran" during the transition to EUV.
ASML is never going to tie themselves to a single customer like that, let alone one which isn't even the market leader. High-NA is a massive technological change, and all the major players have already ordered their machines. Intel was simply the first to complete their order in a desperate attempt to avoid a repeat of their EUV debacle, but they'll receive their new toy at most a month or two earlier than their competition.
- tgtweak 3y agoFirst dibs is not exclusivity, they simply were the first to order it and will be the first to receive the initial machines giving them a calendar advantage. I assume these will be made available to Intel Fab customers as well at internally to Intel, since they are opening up 3rd party fabrication at a service offering.