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"Big if true". That's surprising. More ASML machines = more capacity in the future. Do you have a source for that? Intel would need to have lots of (and / or v
by ahartmetz 6mo ago
"Big if true". That's surprising. More ASML machines = more capacity in the future. Do you have a source for that?
Intel would need to have lots of (and / or very big) customers lined up or big plans to manufacture possibly more than CPUs of their own design to make use of that capacity.
- GeekyBear 6mo agoThey mention that Intel bought the initial production run in the page that introduced the new product. > can print transistors 1.7 times smaller – and therefore achieve transistor densities 2.9 times higher – than they can with NXE systems. https://www.asml.com/en/news/stories/2024/5-things-high-na-euv https://www.asml.com/en/news/stories/2024/5-things-high-na-e...
- ahartmetz 6mo agoNothing about the number of machines in that article though. I could well see Intel buying the first ones of the new series as a PR coup. I mean obviously they are going to use them, too.
- GeekyBear 6mo ago> Intel has secured all of ASML’s stock of High Numerical Aperture NA Extreme Ultraviolet (High NA EUV) chipmaking equipment due to be manufactured this year. https://www.datacenterdynamics.com/en/news/intel-acquires-asmls-entire-2024-stock-of-high-na-euv-machines/ https://www.datacenterdynamics.com/en/news/intel-acquires-as...
- aurareturn 6mo agoIn 2024. Anyways, it doesn't matter if it's high NA or low NA when it comes to capacity. What matters is how many total EUV machines and fabs. As of right now, a Google search says TSMC has 2x the number of fabs in construction as Intel.