Thank you for the detailed response! That’s absolutely fascinating!
So does TSMC have some kind of exclusivity agreement with ASML, or is it for financial reasons, or is it mainly a personnel/knowledge issue that gives them their edge?
I suppose any effort to spin up a new fab is going to be behind the 8-ball immediately for a while while they deal with all the issues that arise.
One last thing: could you give some advice on how to get more educated on the topic? Any favourite news sources, or recommended readings, or is it just a matter of “seek and ye shall find”?
So does TSMC have some kind of exclusivity agreement with ASML, or is it for financial reasons, or is it mainly a personnel/knowledge issue that gives them their edge?
It’s all of those I suppose. Not many know how to use ASML’s machines, not many have the means to purchase them and then there’s export controls that prevent ASML from exporting the latest and greatest to China.
One last thing: could you give some advice on how to get more educated on the topic? Any favourite news sources, or recommended readings, or is it just a matter of “seek and ye shall find”?
Mostly “seek and ye shall find”, though I also know a bit from a cousin who works for ASML.
Thank you for the detailed response! That’s absolutely fascinating!
So does TSMC have some kind of exclusivity agreement with ASML, or is it for financial reasons, or is it mainly a personnel/knowledge issue that gives them their edge?
I suppose any effort to spin up a new fab is going to be behind the 8-ball immediately for a while while they deal with all the issues that arise.
One last thing: could you give some advice on how to get more educated on the topic? Any favourite news sources, or recommended readings, or is it just a matter of “seek and ye shall find”?
It’s all of those I suppose. Not many know how to use ASML’s machines, not many have the means to purchase them and then there’s export controls that prevent ASML from exporting the latest and greatest to China.
Mostly “seek and ye shall find”, though I also know a bit from a cousin who works for ASML.