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It’s an accident of history and the hubris of Intel that they passed over an opportunity to buy the last generation machines from ASML leading to TSMC taking th
by politician 3y ago
It’s an accident of history and the hubris of Intel that they passed over an opportunity to buy the last generation machines from ASML leading to TSMC taking the advantage.
It’s not that they are intrinsically superior Vulkans as you’ve described.
It’s a temporary distortion caused by Intel trying to rest on their laurels and drip feed advancements.
- dragontamer 3y agoEven *IF* Intel reaches parity with TSMC (which seems unlikely...), Intel doesn't have much experience with external customers (like Apple, Qualcomm, AMD, NVidia) like TSMC does. Even if we magically wave a wand and give Intel next-generation lithography today, they still don't have the capabilities to take orders from customers and translate them to designs. ----------- Its not Intel who needs to catch up to TSMC. Its a 3rd party fab like GloFo who needs to catch up for USA to recapture that market share. I'm happy that GloFo is getting some scraps and investment from this CHIPS act, its the right move. But I have my doubts that we'll reach the technological level of TSMC / Taiwan any time soon. But whatever we get its still better than nothing.
- politician 3y ago> Even if we magically... ASML began to ship its first High-NA lithography tool to Intel late last year ,and the machine will be fully assembled in Oregon in the coming months. [1] [1] https://www.anandtech.com/show/21264/asml-to-ship-multiple-highna-tools-in-2025-expands-production-capacities https://www.anandtech.com/show/21264/asml-to-ship-multiple-h...