4 ms·
I think of it like this: ASML makes the film. Zeiss makes the cameras. TSMC is the movie studio. They'd be making hit movies no matter who was supplying the
by mullingitover 2y ago
I think of it like this:
ASML makes the film.
Zeiss makes the cameras.
TSMC is the movie studio. They'd be making hit movies no matter who was supplying the film and the cameras.
- whynotminot 2y agoI think that's a little too simplistic. They would not be the world leading fab without ASML. ASML's EUV process may be the most complex piece of machinery man has ever created. It's maybe more like ASML's machines are like a Stradivarius, and TSMC is the best in the world at playing the instrument.
- Stedag 2y agoZeiss - lenses both in analogy and irl ASML - cameras Silicon - film TSMC - film house (manufacturing, color correction, managing storerooms, mastering, distribution brokering with theaters) Taiwan - Hollywood with just the right climate for talent and business Fabless chip firms - movie studios Chip designers - writers Specialized modular chip IP - actors … the analogies really break down from there… Are software engineers the ad agencies and the code execution just the generation of value by playing the movie for people???