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TSMC Owns 50% of All EUV Machines and Has 60% of All EUV Wafer Capacity

AleksandarK

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TSMC had been working super hard in the past few years and has been investing in lots of new technologies to drive the innovation forward. At TSMC's Technology Symposium held this week was, the company has presented various things like the update on its 12 nm node, as well as future plans for node development. One of the most interesting announcements made this week was TSMC's state and ownership of Extreme Ultra-Violet (EUV) machines. ASML, the maker of these EUV machines used to etch the pattern on silicon, has been the supplier of the Taiwanese company. TSMC has announced that they own an amazing 50% of all EUV machine installations.

What is more important is the capacity that the company achieves with it. It is reported that TSMC achieves 60% of all EUV wafer capacity in the world, which is a massive achievement of what TSMC can do with the equipment. The company right now has only two nodes on EUV in high-volume manufacturing, the 7 nm+ node and 5 nm node (which is going HVM in Q4), however, that is more than any of its competitors. All of the future nodes are to be manufactured using the EUV machines and the smaller nodes require it. As far as the competitors go, only Samsung is currently making EUV silicon on the 7 nm LPP node. Intel is yet to release some products on a 7 nm node of its own, which is the first EUV node from the company.


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5nm V1.0 went volume in March 2020(within Q1 2020, with a ramp in Q4 2019). What is going into volume in Q4 2020 is V1.1 "N5P".
 
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So the difference between machines and wafer capacity basically illustrates Samsung's problems with getting their 7nm process into mass production?
 
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So the difference between machines and wafer capacity basically illustrates Samsung's problems with getting their 7nm process into mass production?

That's what i was thinking haha, its funny they talk about the % of machines they have when there is only 2 companies doing it (i mean Intel right now isn't a competitor)
 
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seems that without ASML the industry will be dead...there is the innovation and the technology ...
 
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Also well done ASML.
asml0.PNG
 
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Gotta say I'm pretty proud of our tiny little country when I read this stuff.
 
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Gotta say I'm pretty proud of our tiny little country when I read this stuff.

Wait, which country on Mars are you from? :p
 
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Now if they were goddamn independent of the US and US software licenses they would have something, and it would be a positive story. But alas.

Oh BTW, congrats on the TSMC sponsorship Techpowerup.

(I feel safe assuming, I mean all this superfluous mentioning of TSMC has a reason obviously)
 
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"Pew pew pew, rrrrrrrrr, rrrrrrrrrrrrrrrr, bzzzzzzzz," goes the EUV machine! That's how I imagine working in such a place sounds.

Actually, it's kinda the same where I work. But we get beer and pizza!

Gotta say I'm pretty proud of our tiny little country when I read this stuff.
I would be too, that's pretty awesome shit there.
 
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As an AMD fan, this kind of monopoly really worries me. Its healthier for the market and customers to have more players in this field...
 
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