Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) executives on Thursday said that it would obtain the next version of ASML Holding NV’s most advanced chipmaking tool in 2024.
The tool — called “high-NA EUV” — produces beams of focused light that create the microscopic circuitry on computer chips used in phones, laptops, vehicles and artificial intelligence devices, such as smart speakers.
EUV stands for extreme ultraviolet, the wavelength of light used by ASML’s most advanced machines.
Photo: Tyrone Siu, Reuters
“TSMC will bring in high-NA EUV scanners in 2024 to develop the associated infrastructure and patterning solution needed for customers to fuel innovation,” TSMC senior vice president of research and development Y.J. Mii (米玉傑) said at the company’s technology symposium in Silicon Valley.
MASS PRODUCTION
Mii did not say when the device, the second generation of extreme ultraviolet lithography tools for making smaller and faster chips, would be used for mass production.
TSMC rival Intel Corp has said it would use the machines in production by 2025 and that it would be the first to receive the machine.
As Intel enters the business of making chips that other companies design, it would be competing with TSMC for those customers.
TSMC senior vice president of business development Kevin Zhang (張曉強) clarified that TSMC would not be ready for production with the new high-NA EUV tool in 2024, but that it would be used mostly for research with partners.
“The importance of TSMC having it in 2024 means they get to the most advanced technology faster,” said TechInsights chip economist Dan Hutcheson, who was at the symposium.
“High-NA EUV is the next major innovation in the technology that will put the chip technology at the lead,” Hutcheson said.
NANOSHEET
TSMC also gave more details on the technology for its 2-nanometer chips, which it said are on track for volume production in 2025.
TSMC said it has spent 15 years developing so-called “nanosheet” transistor technology to improve speed and power efficiency, and will use it for the first time in its 2-nanometer chips.
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) secured a record 70.2 percent share of the global foundry business in the second quarter, up from 67.6 percent the previous quarter, and continued widening its lead over second-placed Samsung Electronics Co, TrendForce Corp (集邦科技) said on Monday. TSMC posted US$30.24 billion in sales in the April-to-June period, up 18.5 percent from the previous quarter, driven by major smartphone customers entering their ramp-up cycle and robust demand for artificial intelligence chips, laptops and PCs, which boosted wafer shipments and average selling prices, TrendForce said in a report. Samsung’s sales also grew in the second quarter, up
LIMITED IMPACT: Investor confidence was likely sustained by its relatively small exposure to the Chinese market, as only less advanced chips are made in Nanjing Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) saw its stock price close steady yesterday in a sign that the loss of the validated end user (VEU) status for its Nanjing, China, fab should have a mild impact on the world’s biggest contract chipmaker financially and technologically. Media reports about the waiver loss sent TSMC down 1.29 percent during the early trading session yesterday, but the stock soon regained strength and ended at NT$1,160, unchanged from Tuesday. Investors’ confidence in TSMC was likely built on its relatively small exposure to the Chinese market, as Chinese customers contributed about 9 percent to TSMC’s revenue last
LOOPHOLES: The move is to end a break that was aiding foreign producers without any similar benefit for US manufacturers, the US Department of Commerce said US President Donald Trump’s administration would make it harder for Samsung Electronics Co and SK Hynix Inc to ship critical equipment to their chipmaking operations in China, dealing a potential blow to the companies’ production in the world’s largest semiconductor market. The US Department of Commerce in a notice published on Friday said that it was revoking waivers for Samsung and SK Hynix to use US technologies in their Chinese operations. The companies had been operating in China under regulations that allow them to import chipmaking equipment without applying for a new license each time. The move would revise what is known
UNCERTAINTY: A final ruling against the president’s tariffs would upend his trade deals and force the government to content with billions of dollars in refunds The legal fight over US President Donald Trump’s global tariffs is deepening after a federal appeals court ruled the levies were issued illegally under an emergency law, extending the chaos in global trade. A 7-4 decision by a panel of judges on Friday was a major setback for Trump, even as it gives both sides something to boast about. The majority upheld a May ruling by the Court of International Trade that the tariffs were illegal. However, the judges left the levies intact while the case proceeds, as Trump had requested, and suggested that any injunction could potentially be narrowed to apply