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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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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.

 

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