Comment by KK7NIL

Comment by KK7NIL 2 days ago

3 replies

> TSMC is ahead because it adopted ASML's EUV

Depends what you mean by "adopted". Pretty sure Intel had EUV prototypes before TSMC (or at least very close), but it was slower to transition its high volume production to it due to execution issues.

> The real tech breakthroughs came from ASML

I know this how the media portrays it now a days but there's so much more to semiconductor manufacturing than lithography, especially since the serious slowdown of lithography scaling with around 193 and 193i litho.

Great example is GlobalFoundry which sent its EUV machine back because it realized it could not compete on the R&D needed to keep up with the other foundries.

0x457 2 days ago

> Depends what you mean by "adopted". Pretty sure Intel had EUV prototypes before TSMC (or at least very close), but it was slower to transition its high volume production to it due to execution issues.

EUV by ASML was not possible until there was a technology to create focusing lenses for it. Intel decided not to "wait" and use their existing technology to beat everyone.

  • wtallis a day ago

    Wasn't the limitation more about light sources? And don't EUV machines use mirrors rather than lenses?

insane_dreamer 2 days ago

> Depends what you mean by "adopted".

by that I mean shipping production chips leveraging EUV