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TSMC Flags Cost Concerns, Delays Adoption of High-NA EUV machines.
TSMC will delay mass adoption of ASML’s High-NA EUV machines until at least 2029.
KEY POINTS
- TSMC’s A13 node does not require High-NA EUV, mainly due to cost concerns, clarifying prior assumptions.
- ASML stock fell 3%, erasing 14.32 billion euros in value after TSMC’s announcement.
- UBS analysts note the delay could let ASML’s rival customers adopt High-NA EUV before TSMC.
COMPANIES
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