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Surely the biggest issue with TSMC adopting high-NA is not just the economics/throughput, but the sheer number of machines that would be needed to support the massive market demand (with several GigaFabs for each new node) compared to the rate that ASML can make them -- and especially, the rate that Zeiss can make the optics?
It's a lot easier for a smaller-volume foundry like Intel, they only need a fraction of the number of high-NA tools that TSMC would...
Surely the biggest issue with TSMC adopting high-NA is not just the economics/throughput, but the sheer number of machines that would be needed to support the massive market demand (with several GigaFabs for each new node) compared to the rate that ASML can make them -- and especially, the rate that Zeiss can make the optics?
It's a lot easier for a smaller-volume foundry like Intel, they only need a fraction of the number of high-NA tools that TSMC would...
Intel will probably need fewer units, but the challenges of cost and throughput may not be any less—if not greater. For example, ideally, the more High NA EUV tools that are installed and the more chips that are produced, the less of the expensive initial R&D cost each chip must bear. Economies of scale are critical in leading-edge semiconductor manufacturing.
Another problem is that if you don't have enough machines and sufficient throughput/output, large-volume customers simply can't afford to use your services. As a result, you limit yourself to becoming a niche manufacturer for small orders. That's not necessarily bad, but the margin for error or delay is slim.
Link no 1 To received i.e. grammar error, sound like to be received - behind pay wall can't tell but the headline is "to (sic) be".
Link no 2 "將於今年底前首件交貨" i.e. Will Be
Link No3 "媒體報導，先前市場消息指出，台積電已經於 2024 年 9 月份從荷蘭半導體設備商艾司摩爾 (ASML) 接收首套高數值孔徑 (High-NA) 極紫外線 (EUV) 曝光機-EXE:5000。" - "市場消息指出" i.e. Market Information, where the information from i.e Rumor.
Link 1 is Japanese translation English error, to received, i.e. to be received, to be or even (sic) going to receive is future tense, i.e going to be
Link 2 Will be
Link 3 rumor installed. No location, nothing.
Do not change a single thing
I spent 3 months to search it, enjoy your search of proof.
Surely the biggest issue with TSMC adopting high-NA is not just the economics/throughput, but the sheer number of machines that would be needed to support the massive market demand (with several GigaFabs for each new node) compared to the rate that ASML can make them -- and especially, the rate that Zeiss can make the optics?
It's a lot easier for a smaller-volume foundry like Intel, they only need a fraction of the number of high-NA tools that TSMC would...
No, I'm saying that given the time needed to build new high-NA tools in volume it's easier for a smaller-volume foundry like Intel to adopt them than a huge-volume one like TSMC. Is that so hard to understand?
It doesn't matter how wonderful the shiny new sexy technology is if you can't get enough of it to meet your customer's needs... ;-)
