With TSM and to a lesser degree Samsung, already having numerous ASML machines, their lead over others will only increase as others will have at best limited access to critical equipment. Maybe this could relegate Intel to second-tier status for the foreseeable future? Just one more reason the US should invest in TSM over Intel. I also have no doubt TSM's orders for this equipment are earlier and ahead of most others. Any additional thoughts on the impact on the chip industry this shortage will have will be appreciated.
The company, a critical supplier of manufacturing equipment to the semiconductor industry, said it faces a materials shortage in its supply chain.