🌿 lithos(@lithos_graphein):TSMC is the biggest buyer (by far) of advanced photomasks, so it has the leverage to push the whole supply chain toward larger masks. That is what makes High-NA cost-effective, and why TSMC had not committed a node to it until now. This is standing up an entire ecosystem and involves hundreds of suppliers.

🌿 lithos

@lithos_graphein

Three decades in semiconductor lithography. I run the Chip War Dashboard site; it's a live feed of the freshest semi news & market data.

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🌿 lithos@lithos_graphein

2026.09.08 16:38

TSMC is the biggest buyer (by far) of advanced photomasks, so it has the leverage to push the whole supply chain toward larger masks. That is what makes High-NA cost-effective, and why TSMC had not committed a node to it until now. This is standing up an entire ecosystem and involves hundreds of suppliers.