Intel Foundry is playing hardball. They bought all of the new High-NA EUV machines available to keep them out of TSM and Samsung’s hands.

Posted: May 09, 2024

- Intel purchased all of ASML's high-NA lithography machines for 2024, costing around $2 billion - ASML is expected to sell high-NA machines to Samsung and SK Hynix in 2025 - TSMC has not shown interest in high-NA technology yet, sticking with EUV lithography - Intel aims to use high-NA machines for specific parts of chip production, replacing some EUV gear - Intel's gamble on high-NA technology may pay off in the future



Summarized top reddit comments: - Intel bought all new High-NA EUV machines to prevent TSMC and Samsung from getting them - ASML is the company that makes the machines and has a monopoly on them - TSMC isn't using High-NA, so Intel's move doesn't affect them - Intel securing these machines ensures they will be first with next-gen processing nodes - Some believe Intel's move is necessary to stay competitive, while others criticize it as a gimmick - TSMC claims they can build 2nm chips without High-NA, focusing on efficiency - Intel's move with High-NA lithography is seen as integral to their foundry strategy and expertise



Stay ahead of the market with AI stock alerts & AI summaries of the latest earnings, stock ideas for free with Fluid Bot. Sign up now!