3 ms·
I wonder about the TCO of nanoprint. The ASML TwinScan is only a part of the CapeX and part of the cost in OpeX of a Fab. You will need to take into account how
by ksec 2y ago
I wonder about the TCO of nanoprint. The ASML TwinScan is only a part of the CapeX and part of the cost in OpeX of a Fab. You will need to take into account how many wafers it can do per month including down time and maintenance. Yield. Cost of Design and EDA. Whether tools are portable. BOM and running cost or basically electricity usage. EUV TwinScan is extremely power hungry.
And then you need to take into account of its other design constraint. Does it work equally well with analog. Obviously there would be less ready made design blueprint available etc. And if it was that much cheaper you would have seen it being used in commodity like DRAM and NAND. It is not which suggest there are missing / downside information we dont know.
- detourdog 2y agoVolume is only one route to profitability. Smaller scale is fine for smaller markets with larger margins.
- ksec 2y agoI am not sure how my comments not relates to volume. NAND and DRAM is precisely where all the volumes are.
- detourdog 2y agoI'm not exactly sure where we are misunderstanding each other. I just wanted to point out that volume is a goal generally of commodity goods. I see opportunities in niche markets that don't rely on volume for profitability. Specific NAND and DRAM are only needed because general purpose computing production currently relies on large volumes of RAM and techniques developed a market to meet the need. A niche market could solve computing problems that avoid NAND and DRAM by solving computing problems with another method. The PC market as it stands right now has developed through commodity solutions but that isn't the only way to skin a cat.