Taiwan Semiconductor And Intel Weigh Benefits Of ASML's Pricey Chipmaking Equipment
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Taiwan Semiconductor Manufacturing Co (TSMC) and Intel are evaluating ASML's advanced high numerical aperture (NA) machines, priced at $400 million. TSMC's Kevin Zhang criticized the cost for its A16 node, while Intel aims to use the High-NA EUV machine for its 14A process to enhance its contract chip business. ASML has increased production to meet demand from TSMC, Samsung, and Intel, with stock prices reflecting a slight decline. The decision on adopting these machines remains under consideration due to their high costs versus benefits.
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