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Taiwan is the biggest ASML client. I am not sure they will follow.
by DeathArrow 2y ago
Taiwan is the biggest ASML client. I am not sure they will follow.
- jauntywundrkind 2y agoOn the other hand, discounts for the company willing to be on the bleeding edge & help smooth out the wrinkles does make sense. And in 2024 that company was by far Intel, with TSMC only just starting to take delivery of high na machines. https://www.tomshardware.com/tech-industry/tsmcs-first-high-na-euv-litho-tool-to-begin-installation-this-month-according-to-industry-insiders https://www.tomshardware.com/tech-industry/tsmcs-first-high-...
- Gud 2y agoThe US is the biggest market for TSMC. Their second biggest (potential) customer, is their enemy. ASML have the upper hand.