ASML announced the decision to set 6 advanced lithography machines! Foreign media Zhang Zhongmou's heart is about to break!
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Introducing 6 advanced micro-shadow crafts! Foreign media said that ASML's resolution: Zhang Zhongmou's heart is fast"Shattered"！
ASML is one of the world's largest semiconductor companies and has a global presence in the world with its leading extreme ultraviolet lithography process. TSMC is the world's largest foundry, and it needs ASML's high-end equipment to develop its own processes. However, in the face of the rapidly changing market situation, ASML announced a major decision on the new generation of high NA EUV lithography process some time ago, which has a major impact on chip manufacturers, including TSMC"Crushed"Hoo!
ASML has announced that 10 EUV lithography machines will be launched in 2024 to manufacture the next generation of EUV lithography equipment. This lithography device will provide a key technical means for the production of 2 nm process wafers, and this technology will be extremely powerful for wafer manufacturers with high process requirements. However, companies like TSMC have to face a grim fact: Intel has received an order for six high-nano EUV lithography and is one step ahead.
This news is definitely a heavy shock for TSMC. TSMC is the world's largest foundry, and in order to maintain its advantage in this market, it is constantly pursuing technological breakthroughs. However, after ASML's ruling, TSMC will have to compete with other chip makers such as Intel for the remaining four high-nano EUV lithography machines.
For TSMC, if ASML loses its priority supply qualification, its leadership in process technology is in jeopardy. Although TSMC has made remarkable achievements in recent years, its future growth will be severely tested if it seeks a higher process due to a lack of important equipment supply.
TSMC naturally has no shortage of alternatives. Faced with this situation, TSMC may have to diversify its first-chain strategy and collaborate more closely with other lithography vendors outside of ASML. During this period, TSMC will also increase research funding and proactively develop other feasible process methods to reduce its dependence on ASML.
In addition, TSMC will also carry out joint development under the advice of Intel. Although the two companies compete in some ways, however, in the world, cooperation between the two sides is inevitable. Through this cooperation, TSMC and Intel will give full play to their respective advantages in various fields such as resource sharing, technology exchange, and market development, and work together to promote the vigorous development of the entire semiconductor industry.
ASML's decision also reflects the current trend of the semiconductor industry as a whole. With the development of science and technology and the changes in the market, there are higher and higher requirements for basic devices such as lithography machines. At the same time, the competition between manufacturers is becoming more and more fierce, and for large enterprises, in this case, in order to gain an advantage, it is necessary to have sufficient strength.
In general, ASML's choice of a new generation of high-NA extreme ultraviolet lithography equipment will be a huge impact on wafer manufacturers like TSMC. Therefore, TSMC must respond to these problems by strengthening collaboration with leading companies, increasing research funding, diversifying the chain strategy, and cooperating with peers. Only in this way will TSMC be able to get out of the current difficulties and maintain its dominant position in the world. It also reminds companies to pay attention to market trends and technological progress, and make corresponding strategic adjustments in a timely manner.