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Links: - The Asianometry Newsletter: https://www.asianometry.com - Patreon: https://www.patreon.com/Asianometry - Threads: https://www.threads.net/@asianometry - Twitter: https://twitter.com/asianometry
Errata: 2:28 - I should make more clear differences between Proximity and Projection Lithography. Both have a gap, but projection includes a lens Links: - The Asianometry Newsletter: https://asianometry.substack.com - Patreon: https://www.patreon.com/Asian
Check out my podcast episode with Tim: https://podcasts.apple.com/us/podcast/tsmc-and-taiwans-semiconductor-industry-all-started/id1648273735 6:00 - Note. I do know the Japan fab will be a joint venture. However, TSMC management noted that is because it is
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ASML and its partners had to overcome many challenges in order to make EUV lithography a reality. For instance, in a previous video I talked about the EUV light source and its double-shot technique. But while challenging, that had not been considered o
In late February 2022, Taiwan Semiconductor Manufacturing Company or TSMC announced that it would halt shipments to Russia per a new round of sanctions. The TSMC halt ended shipments from fabless companies like Baikal, MCST, Yadro and STC Module. Intel and
Right now, Extreme Ultraviolet Lithography is working. Foundries are using dozens of these $150 million machines to create amazing patterns nanometers wide. The industry labored for decades on this intricate technology. But there is no time to rest. ASML i
After 20+ years of development, extreme ultraviolet lithography has become a commercial reality. As I write these words, multi-million dollar machines from ASML use EUV light to create impossibly small patterns in wafers. This technological magic requires
Shanghai Micro Electronics Equipment, or SMEE (上海微电子装备) is China’s ambitious project to replace ASML. The company has been around for a while, and they have received a lot of attention and cheerleading in the Chinese media. But recent high profile export b
In the mid 1990s, two companies dominated the lithography space. Both of them were Japanese: Nikon and Canon. Together, they held three quarters share of the market. Then a Dutch company called ASML rose to overtake these two, relegating them to bit player
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
TSMC is the world's largest independent semiconductor foundry. It has a 50% share in the market. They supply fabless chip designers like Apple, Nvidia, Qualcomm and AMD. There has been a lot of press and interest recently in its work. But TSMC has its own