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They don't need anyone else's money. Intel has bought all of TSMC's EUV and High-NA EUV machines for the next several years.
by s3p 2y ago
They don't need anyone else's money. Intel has bought all of TSMC's EUV and High-NA EUV machines for the next several years.
- Rinzler89 2y ago>They don't need anyone else's money There's no such thing in capitalism. Limited supply semi is(was) a bidding war, where China had a blank cheque and was willing to outbid everyone else to secure semi manufacturing supremacy. Do you think Intel or TSMC could have scored all that ASML supply at that price if China would have been allowed to bid as well? ASML would have been able to score way higher market prices per EUV stepper had China been allowed in the game, and therefore higher profits. You think ASML shareholders hate higher profits or what? Nvidia sure didn't during the pandemic. You wanted a GPU? Great, it would cost you now 2x-3x the original MSRP because free market capitalism and the laws of supply and demand.