Comment by ajross

Comment by ajross 2 days ago

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ASML makes tools for only a small part of the semiconductor production process. It's true that EUV lithography is the big limiting factor right now, and that it is a field dominated by one manufacturer. So it's reasonable to credit ASML "as much as" TSMC for the current dominance of their high end nodes.

Nonetheless if it was as simple as buying ASML boxes there would be more than one fab at the top of the heap, and there isn't. TSMC absolutely "contributes" to their own dominance, arguing otherwise is silly.