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TSM will rule, ASML running into supply chain issues

Arthur Hanson

Well-known member
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.

 

Arthur Hanson

Well-known member
TSM, Samsung, and Micron have all placed large orders for ASML machines freezing out the rest with many involving substantial deposits.

 
Last edited:

soAsian

Member

mgoldsmith1979

New member
Isn't EUV research is lead by the US Dept of Energy with bunch of US companies? ASML got invited on the condition that it source components from the US. Did US retain any of the pattern on EUV research?
ASML bought Cymer, which is the power source for the EUV photons. Cymer is / was based in the US, which is how Trump's admin was able to impose the restrictions on ASML in the first place, as it is dependent on U.S. technology.
 

hist78

Well-known member

At one point, Intel was the largest investor at ASML, compare to TSMC and Samsung. It's so important that Intel was willing to risk $4.1 billion at ASML! But Intel didn't order large number of EUV or secure the future order option to acquire the EUV machine from ASML. The strange thing seems to happen too often at Intel.

1634838839653.png
 
Last edited:

Arthur Hanson

Well-known member

At one point, Intel was the largest investor at ASML, compare to TSMC and Samsung. It's so important that Intel was willing to risk $4.1 billion at ASML! But Intel didn't order large number of EUV or secure the future order option to acquire the EUV machine from ASML. The strange thing seems to happen too often at Intel.

View attachment 552
Maybe Intel should play the market than make chips. If Intel held its investment in ASML it did very, very well.
 

count

Active member
Maybe Intel should play the market than make chips. If Intel held its investment in ASML it did very, very well.
Intel has made some pretty solid investments, the problem is that when Intel invests in a company it often comes with a catch like "use our foundries" or "don't sell to our competitors".
 

hist78

Well-known member
Maybe Intel should play the market than make chips. If Intel held its investment in ASML it did very, very well.
If we use ASML August 31, 2012 closing price of $73.74 as the base, Intel's $3.1 billion holding at ASML then could have valued at $33.145 billion today!
 
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