ASML CEO Wernick and Chief Commercial Officer Fokker who will take over as president and CEO are rumored to lead a delegation to Taiwan in the near future to visit TSMC and other first-chain partners. The legal person said that ASML's high-level visit was a routine visit to discuss future cooperation with TSMC and other ** chains.
Peter Wennink, CEO of ASML, will retire on April 24, and the Supervisory Board intends to appoint Christophe Fouquet as the next President and Chief Executive Officer, an appointment to be notified at the Annual General Meeting on April 24, 2024.
It is rumored in the market that Wernick and Fokker will lead a delegation to Taiwan in the near future to visit TSMC and other first-chain partners, and then will go to South Korea and other places. ASML has not responded to this message due to a period of silence.
The legal person believes that ASML's high-level visit to Asia is a routine visit and discusses future cooperation with TSMC and other ** chains. Considering that the equipment should be developed in cooperation with major customers in the process of development, and not manufactured independently, so if there is no demand from customers, there will be no product launch, and the purpose of ASML's senior management to Taiwan should not be to urge customers to place orders for high-NA extreme ultraviolet (high-NA EUV) equipment.
In response to Intel's preemptive introduction of high-NA EUV equipment, the legal person believes that Intel's current process technology lags behind TSMC, and it is reasonable to actively introduce high-end equipment in an attempt to overtake, but the leading equipment does not mean that the process is leading.
TSMC's 2nm process will be mass-produced in 2025, using a surround gate (GAA) structure, and a back-rail solution will be provided in 2026, which is expected to steadily increase transistor density to meet customer needs, according to the legal person.
Header image**: ASML).