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Somewhere along the line people have to realise most of the cost in chip design goes to software. So while it is nice to have some competition to ASML, it would
by ksec 1y ago
Somewhere along the line people have to realise most of the cost in chip design goes to software. So while it is nice to have some competition to ASML, it wouldn't change the cost equation as much as people expect.
And yes, ASML also have their own version using X-Ray in the pipeline.
- taldo 1y agoYou mean the cost of EDA software directly (paying Synopsys/Cadence for the software used to design, verify, and synthesize your own chips)? Or the actual R&D cost to design the chip itself? Or paying for prepackaged IP blocks (major ones like CPU cores, or lesser ones like I/O)?
- DeonRob 1y agothis has 0 to do with price and if they win the fact that the US will choose its local competitor over them wouldnt be because of price
- B1FF_PSUVM 1y ago> local competitor Meh, ASML could be ordered to move to the US and they would comply. It's not necessary, cf. Nexperia.
- fennecbutt 1y agoI should hope that they wouldn't. In fact I presume they wouldn't. Without ASML or TSMC, some of the most valuable American companies would be fucked.