TSMC Bringing EUV Into Production

TSMC Bringing EUV Into Production
by Paul McLellan on 12-08-2014 at 7:00 am

Last week was ASML’s investor day. I wasn’t there and they haven’t yet got the material posted on their website, so this is all second hand information. As you know, if you have read any of my comments on EUV, I have been dubious about whether EUV would ever work for production.

The three big problems seem to be:

  • source
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Damn! Cramer Figured It Out

Damn! Cramer Figured It Out
by Ed McKernan on 09-20-2012 at 8:04 pm

As an investor, one has to always be aware when Jim Cramer informs the world of the investment scenario you have been playing comes out of the shadows and sees the light of day. Soon the herd will follow which is positive, but now one has to figure how long to ride the roller coaster. In an article posted on thestreet.com entitled “TechRead More


Traditional Model of Funding Semiconductor Equipment is Broken?

Traditional Model of Funding Semiconductor Equipment is Broken?
by Paul McLellan on 08-07-2012 at 7:30 pm

At Semicon a few weeks ago the big news was that Intel was making a big investment in ASML as a way of funding two development programs: extreme ultra-violet (EUV) and 450mm wafers. This week TSMC announced that they would join the program too, committing 275M Euros over a five year period. They are also taking a 5% stake in ASML. ASML… Read More


Intel Opens a New Front with ASML

Intel Opens a New Front with ASML
by Ed McKernan on 07-10-2012 at 4:00 pm

Behind great humor often lies irony. In the midst of a struggle by the European Union to extract $1.3B from Intel in an ages old Anti-Trust case, the latter makes a strategic move to embolden the Dutch firm ASML to accelerate the development of 450mm and EUV and thus save a continental jewel. What now say EU? When disfunction and bankruptcy… Read More