TSMC delaying high NA EUV until 2030

Also not listed is reason 4: Intel bought all the NA EUV equipment. Seriously, they negotiated hard (read: paid a ton) with ASML to buy up their entire run of this stuff for awhile. ASML will be making more, of course, but everyone else has to wait until Intel's order is fulfilled. Intel really wants their stop spot back. We'll see if they can pull it off.
 
Sycraft said:
Also not listed is reason 4: Intel bought all the NA EUV equipment. Seriously, they negotiated hard (read: paid a ton) with ASML to buy up their entire run of this stuff for awhile. ASML will be making more, of course, but everyone else has to wait until Intel's order is fulfilled. Intel really wants their stop spot back. We'll see if they can pull it off.
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With a minimum 2 year lead, they'd better. It's also helpful that this is an entirely different process technology. TSMC "owns" FinFET. Intel could never get their processes up quick enough regarding it (well for an entire decade of mismanagement at least, highlighted by 14nm+++++ forever). Theoretically being first on a new process technology should help them greatly as none of their past mistakes matter for the new one. You know, provided they have people actually getting to do their jobs.
 
Good bout time they took the competition seriously. Can't wait to see what they can do with it.
 
Having listened to Pat enough at this point I don't believe 2 years is enough for Intel. lol
Considering all the old fab issues where the result of things put in place by Pat while he was CTO.... we now get to see if he learned anything. My guess he is still of the thinking "Intel our engineers are the best we will win by just being here."
One iffy Gen starting out with this one and they squander their start. a few years isn't all that much really.
 
Yea it'll take two years to get the machines/facilities set up and a year of more to get personnel up to speed but hopefully that's enough time for engineering to get their act together and find some more efficient/cost effective designs prepared for production. There are some very talented folks at Intel but resting on laurels doesn't cut it anymore so here's hoping their rather large investment isn't a loss.
 
Sycraft said:
Also not listed is reason 4: Intel bought all the NA EUV equipment. Seriously, they negotiated hard (read: paid a ton) with ASML to buy up their entire run of this stuff for awhile. ASML will be making more, of course, but everyone else has to wait until Intel's order is fulfilled. Intel really wants their stop spot back. We'll see if they can pull it off.
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Intel isn't screwing around.
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Sycraft said:
Also not listed is reason 4: Intel bought all the NA EUV equipment. Seriously, they negotiated hard (read: paid a ton) with ASML to buy up their entire run of this stuff for awhile. ASML will be making more, of course, but everyone else has to wait until Intel's order is fulfilled. Intel really wants their stop spot back. We'll see if they can pull it off.
Click to expand...
At least Intel will be able to make next-gen designs that work and are marketable for their customers.
 
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