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 TSMC Says No Need High-NA EUV ASML Tools for 1.6nm, Intel Buy It Overpriced & White Mice

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SUSpetpenyubobo
post May 3 2024, 05:30 PM, updated 2y ago

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TSMC Says No Need High-NA EUV ASML Tools for 1.6nm Node but Intel Has Championed The Tech - Reuters
https://www.tomshardware.com/tech-industry/...pioned-the-tech

QUOTE
TSMC says its newest process tech doesn't need ASML's High-NA EUV chipmaking tools that have been championed by Intel, but the foundry is exploring the tech for future use.

According to Reuters, Zhang told attendees of the event that the A16 process technology will not need the next-generation EUV lithography tools. This implies means that TSMC has found ways to cost-efficiently use EUV double patterning and pattern shaping to increase the achievable critical dimension of a modern Low-NA litho system beyond 13nm.

In contrast, Intel plans to insert High-NA EUV tools with its 14A manufacturing technology after it learns how to efficiently use them with its 18A production node.

TSMC is not standing still, though. The company is exploring High-NA EUV lithography for its future process technologies. The A14 node will follow A16, and as TSMC noted in its 2023 Annual Report, A14 development is well underway.

"TSMC started development and made good progress on 14 Angstrom (A14) technology, which aims to further improve speed, power, density and cost," the company's Annual Report reads. "Looking ahead to A14 and beyond, TSMC R&D will continue to explore next generation EUV (extreme ultraviolet) lithography scanners, conduct research on mask pellicles and blanks to support leading-edge technology and extend Moore's Law."

Using High-NA EUV lithography systems greatly increases fab costs as each tool costs $385 million or more depending on the configuration.

Chipmakers tend to re-use as many tools as possible, so TSMC may not be inclined to use High-NA EUV before it runs out of ways to introduce improvements to its production capabilities using Low-NA EUV tools. For example, last year, the company improved the critical dimension and pattern fidelity as well as lowered defect density by modifying photoresist and blank materials as well as optimizing mask process recipes. It also uses deep learning for inspection and discovering defects.

"In 2023, to achieve the wafer yield and productivity for lithography requirements at 2nm node, the R&D team improved the critical dimension, pattern fidelity, overlay stability, exposure durability, and defect mitigation of curvilinear patterns by EUV photoresist and blank material modification, multi-beam writer resolution enhancement, mask process recipe optimization, and advanced deep learning inspection," TSMC said in the report. "Future improvements will focus on developing new blank materials and new mask process technology at the A14 node and beyond."

TSMC's announcement of its A16 process technology (1.6nm-class) with Super Power Rail backside power delivery came as a surprise at the company's North America Technology Symposium 2024. Kevin Zhang, Vice President of Business Development at TSMC, said that the world's largest contract chipmaker had to speed up development of the production node due to rising demand from the AI sector, reports Reuters.


TSMC will enjoy further cost reductions and cheaper manufacturing processes while maintaining similar solutions with Intel which pays way more to use ASML's latest High-NA EUV tools?
zerorating
post May 3 2024, 05:33 PM

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so, mana 3nm senakdragon?
tankerbell12345
post May 3 2024, 05:36 PM

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its neingbour is fuming with jealousy and envy


SUSpetpenyubobo
post May 3 2024, 05:37 PM

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QUOTE(zerorating @ May 3 2024, 05:33 PM)
so, mana 3nm senakdragon?
*
Kambing soon. TSMC says no need to buy overpriced ASML's overpriced High-NA EUV machines for now, wait a while we develop new technologies to delay using it for time being to save costs and if China has something more interesting in development to bypass ASML's sanctions?

laugh.gif
TaylorS8
post May 3 2024, 05:39 PM

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QUOTE(zerorating @ May 3 2024, 05:33 PM)
so, mana 3nm senakdragon?
*
SD 8Gen4
zerorating
post May 3 2024, 05:41 PM

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QUOTE(TaylorS8 @ May 3 2024, 05:39 PM)
SD 8Gen4
*
that is currently rumored to be 4nm.

This post has been edited by zerorating: May 3 2024, 05:45 PM
zenix
post May 3 2024, 05:41 PM

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## Executive Summary

* **TSMC's A16 process technology doesn't require High-NA EUV tools:** This means TSMC has found ways to optimize Low-NA EUV for its needs, potentially saving costs.
* **Intel plans to use High-NA EUV with its 14A node:** This shows a different approach, with Intel prioritizing the potential benefits of High-NA EUV.
* **TSMC is exploring High-NA EUV for future technologies:** While not needed for A16, TSMC is actively researching High-NA EUV for its A14 node and beyond.
* **High-NA EUV is expensive:** The high cost of these tools is a factor in TSMC's decision to delay their adoption.
* **TSMC is constantly innovating:** The company is actively improving its Low-NA EUV capabilities through various means, including material modifications and deep learning.
* **A16 development was accelerated due to AI demand:** The growing demand from the AI sector prompted TSMC to expedite the development of the A16 node.

**Key Takeaways:**

* TSMC and Intel are taking different approaches to EUV technology.
* TSMC is focused on optimizing its existing Low-NA EUV capabilities while exploring High-NA EUV for the future.
* Innovation and cost-efficiency are key factors in TSMC's technology decisions.
* The AI sector is driving demand for advanced chipmaking technologies.
SUSYH1234
post May 3 2024, 05:42 PM

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QUOTE(petpenyubobo @ May 3 2024, 05:37 PM)
Kambing soon. TSMC says no need to buy overpriced ASML's overpriced High-NA EUV machines for now, wait a while we develop new technologies to delay using it for time being to save costs and if China has something more interesting in development to bypass ASML's sanctions?

laugh.gif
*
interesting in development? curi la, apa lagi.
SUSpetpenyubobo
post May 3 2024, 05:45 PM

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QUOTE(YH1234 @ May 3 2024, 05:42 PM)
interesting in development? curi la, apa lagi.
*
US asked for it when they sanctioned China. Now things will get even more interesting..

Angmoh can buy overpriced useless ASML junk and decline even more in the upcoming price wars.
tankerbell12345
post May 3 2024, 05:46 PM

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QUOTE(YH1234 @ May 3 2024, 05:42 PM)
interesting in development? curi la, apa lagi.
*
ya like the historian claimed that the junk that resembles chinese boat is part of their historical culture. same gang


This post has been edited by tankerbell12345: May 3 2024, 05:46 PM
HikayatSalju
post May 3 2024, 05:47 PM

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TSMC milk China.
a_dot_el
post May 3 2024, 05:49 PM

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QUOTE(YH1234 @ May 3 2024, 05:42 PM)
interesting in development? curi la, apa lagi.
*
Deploying additional spies
SUSpetpenyubobo
post May 3 2024, 05:51 PM

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QUOTE(HikayatSalju @ May 3 2024, 05:47 PM)
TSMC milk China.
*
Suddenly Taiwan and Japan is now grouped along with China. rclxms.gif
tankerbell12345
post May 3 2024, 05:55 PM

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QUOTE(petpenyubobo @ May 3 2024, 05:51 PM)
Suddenly Taiwan and Japan is now grouped along with China. rclxms.gif
*
skorea, japan , taiwan, sg, and pg are grouped as part of old chna/ hkkien empire. Wumao categorised them as US barking dgs lol.

today mdern chna wants to copy old chnas sucess and replaced them but they have trouble swallowing them up.

This post has been edited by tankerbell12345: May 3 2024, 06:03 PM
SUSAzurues
post May 3 2024, 05:59 PM

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BBB UUU intel share price or not

Probably the dirt cheapest among all the semiconductor
pandah
post May 3 2024, 06:07 PM

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meaning the tech is too new and still not mature? wait for 2nd gen machine later let intel be the tester now?

will the cost rise if buy later due to inflation?
hotdayum
post May 3 2024, 06:10 PM

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Means new phones will get cheaper?
SUSpetpenyubobo
post May 3 2024, 06:17 PM

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QUOTE(pandah @ May 3 2024, 06:07 PM)
meaning the tech is too new and still not mature? wait for 2nd gen machine later let intel be the tester now?

will the cost rise if buy later due to inflation?
*
State owned corporations where got affected by inflation one when their main shareholders are the ones printing money.
Besides, newer generation products are always more cost effective and reliable.

Among all of them, the unannounced China next move is the most interesting when they've been sanctioned by ASML to purchase the High-NA EUV machines.

What is their alternative solution?

TSMC has came out to reveal there are other options while still exploring using ASML's High-NA EUV

Indirectly it is saying that other solutions are out there and China's potential retaliation is not paper tiger.
SUSpetpenyubobo
post May 3 2024, 06:19 PM

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QUOTE(hotdayum @ May 3 2024, 06:10 PM)
Means new phones will get cheaper?
*
If the choose to use TSMC more economical solutions.

Intel will most likely transfer the higher cost of investment in the High-NA EUV machines to its customers.
hotdayum
post May 3 2024, 06:27 PM

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QUOTE(petpenyubobo @ May 3 2024, 06:19 PM)
If the choose to use TSMC more economical solutions.

Intel will most likely transfer the higher cost of investment in the High-NA EUV machines to its customers.
*
Intel chip used in which phone?

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