ASML

This revision is from 2022/10/31 16:28. You can Restore it.

ASML is a critical supplier of semiconductor lithography machinery for foundries like Intel and TSMC. In my video discussing TSMC's $28 billion capital expenditure, I briefly discussed their situation. Their CEO said in an earnings call that they can make 50 high-end EUV lithography machines a year. That's it. Without those machines, the foundries cannot churn out more 5nm chips. https://www.youtube.com/watch?v=jJIO7aRXUCg