TSMC wacht tot 2029 met kopen van 'heel dure' high-NA-euv-apparatuur van ASML

Summary

TSMC delays acquisition of high-NA EUV equipment until 2029, providing cost savings for chip manufacturing.

TSMC delays high-NA EUV technology acquisition

Taiwanese chip manufacturer TSMC has decided to postpone the application of high-NA EUV technology until 2029. This means the company will continue to rely on existing EUV equipment for chip nodes being developed up to that year.

Why this is important

TSMC's decision reflects significant cost considerations and market dynamics within the chip sector. High-NA EUV technology is an advanced production method that incurs higher expenses, and TSMC has opted to wait until this technology is economically feasible. This could have implications for competitors like Samsung and Intel, who are also grappling with high costs but may invest in new technologies sooner. The trend of delaying major investments may indicate broader caution in the semiconductor industry.

Concrete takeaway

BI professionals should keep an eye on developments within the chip industry, particularly the timing of investments in new technologies, as this may impact their data and analytics systems.