They might be getting it at basically the same time, but what remains to be seen is after the first few units what is everyone’s share of the next 20? My intuition also tells me that TSMC needs more units than intel before they can merge it with one of their process nodes. The statement that their first unit is just for research purposes when intel says they want to bring it “into production for 2025”might allude to this being the case. Time will tell though.I agree fully. My main point however was that TSMC really wasn’t getting my High NA EUV much later the Intel. I believe TSMC is getting it in 2024. As per this article. Pat has made it out like Intel is getting some huge jump on TSMC when that narrative is misleading at best, especially considering TSMC has much more experience with mass production in using base EUV. If I’m wrong here please correct me. But this is what I’ve heard. https://www.taipeitimes.com/News/biz/archives/2022/06/18/2003780053
On the expertise front yes and no. There will be somethings that are identical some that are different. One also must remember that by 2025 intel will have had two full nodes to get used to EUV. Combine this with intel 4/3 being super late, I would assume most of intel’s EUV hardships are behind them.