Comment by 7e
How much of this fab's supply chain still comes from Taiwan and/or China? Most especially, where does the fab process equipment itself come from?
How much of this fab's supply chain still comes from Taiwan and/or China? Most especially, where does the fab process equipment itself come from?
ASML for those who don't know is a Dutch company, and supplies the EUV machines for both TSMC and Intel (It is not clear to me if Samsung uses EUV in its current process nodes). I believe they are the only EUV supplier in the world. There are certainly other suppliers other that ASML, since there is a lot of other equipment other than lithography, but that's a critical one for modern process nodes.
ASML has important ops in US offices fwiw https://www.asml.com/en/company/about-asml/locations/san-die...
> the fab process equipment itself come from?
Isn't there only one for this kind of scale: ASML?