StatementDog | AI & Tech Supply Chains(@statementdog):TSMC plans to start using High-NA EUV in 2030, when it expects the technology to be mature, C.C. Wei said on the company’s Oct. 15 earnings call. Asked whether adopting it later than rivals would put TSMC at a disadvantage, Wei said new tools must offer advanced technology at a reasonable cost and be mature enough for mass production. TSMC is also working with ASML on 12-inch photomasks, targeting 2031. Wei expects High-NA to be cost-effective enough for mass production at that point.

StatementDog | AI & Tech Supply Chains

@statementdog

Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.

加入 June 2024

135 正在关注 4.9K 粉丝

StatementDog | AI & Tech Supply Chains@statementdog

2026.10.20 14:46

TSMC plans to start using High-NA EUV in 2030, when it expects the technology to be mature, C.C. Wei said on the company’s Oct. 15 earnings call. Asked whether adopting it later than rivals would put TSMC at a disadvantage, Wei said new tools must offer advanced technology at a reasonable cost and be mature enough for mass production. TSMC is also working with ASML on 12-inch photomasks, targeting 2031. Wei expects High-NA to be cost-effective enough for mass production at that point.

显示更多