According to media reports, TSMC confirms that the worlds most advanced "High Na EUV Optical Machine" will be purchased from ASML in the Netherlands at the end of the year.TSMC Chairman Liu Deyin also proudly stated that TSMC can buy the worlds most advanced lithography machine. With this ", it is not possible to catch up with us." It is very arrogant.
Reporting pointed out that the High Na EUV light carved machine is the most advanced lithography machine in the world in ASML.$ 100 million.The conversion is about 2.5 billion yuan. The price of a light carving machine is even more expensive than a aircraft carrier. It is precisely because of the high cost. At present, only two manufacturers in the world have confirmed their procurement.
The worlds first High Na EUV lithography machine is sold to Core processor.But in the past year, Intel has been in trouble, even if the 15th generation Core processor has seriously turned over, it has even rumored that he has been looking for buyers. Qualcomm, Nvidia, and even Samsung have intended to acquire Intel.It is precisely because of these reasons that Intel cannot become the largest customer of ASML, the second High Na EUV photoresal is sold to TSMC.
Some people in the industry broke the news.A message has been sent to ASML, asking the other party to delay for a period of time.The reason is that the Samsung foundry chip has been flipped frequently in the past few years.Now Samsung cant find a large customer to use the High Na EUV lithography machine. Even if his Exynos2500 has rumors to give up research and development. The next -generation Samsung Galaxy S25 series uses Qualcomm processor.In this case, Samsung is unwilling to buy High Na EUV lithography machine.
Finally, the real big customers of the High Na EUV light carved machine can only be TSMC.TSMC announced that at least 60 EUV lithography machines will be purchased in the next two years, including the most advanced High Na EUV lithography machine, with a total value of more than 12.3 billion US dollars, and the conversion is about 89.4 billion yuan.TSMC has the confidence to recover the cost quickly. Because customers such as Qualcomm, MediaTek, and Apple all rely on TSMC production chips, they can increase their prices at will without competitors. TSMC is not afraid to collect costs, and it is afraid that the production capacity is not enough.
Liu Deyin, Chairman of TSMC, stated that because it can purchase the most advanced High Na EUV light carved machine, Huawei cannot catch up with TSMCDo not worry about Huawei threatened himself, and can even say that TSMC never has competitors.As for some netizens, "there is no ASML to provide a photocardiac machine, TSMC is nothing." Liu Deyins thoughts may be "but I can buy a lithography machine without any restrictions, do you say it is angry?"In this case, only what we can do is to continue to invest in research and development, not to fight with competitors, but use actual actions to fight the pride of the face of the face.
Little friends, how do you see Tattlestock and Power cost nearly 100 billion yuan to purchase the High Na EUV light carved machine.
