ASML Holding NV will ship its latest chipmaking machine to Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) this year.
Two of ASML’s biggest customers, TSMC and Intel Corp, will get the so-called high-NA extreme ultraviolet (EUV) machine by the end of this year, ASML chief financial officer Roger Dassen told analysts in a recent call, according to the company spokesperson.
Intel has already placed orders for the latest high-NA EUV machine and got the first one shipped to a factory in Oregon in December last year. It wasn’t clear when TSMC, the biggest EUV customer of ASML, would receive the equipment. A representative for the Taiwanese chipmaker said it works closely with its suppliers and declined to comment further.
Photo: REUTERS
ASML’s new machine can imprint semiconductors with lines that are just 8 nanometers thick — 1.7-times smaller than the previous generation — and will be used for producing chips that will power artificial intelligence applications and advanced consumer electronics.
The machines cost 350 million euros (US$380 million) apiece and weigh as much as two Airbus SE A320s. ASML is the world’s only manufacturer of the EUV lithography technology and demand for its product is a litmus test for the sector’s trajectory.
TSMC has raised concerns about the machine’s price tag. “I like the high-NA EUV’s capability, but I don’t like the sticker price,” TSMC Senior Vice President Kevin Zhang (張曉強) said in Amsterdam last month. TSMC’s so-called A16 node technology, which is due in late 2026, won’t need to use ASML’s high-NA EUV machines and can continue to rely on TSMC’s older EUV equipment, he said.
Still, TSMC has been an active participant in ASML’s high-NA EUV project. Jefferies analysts including Janardan Menon said they expect TSMC to use high-NA at the A14 node in 2028.
ASML remains of the view that revenue next year is likely to be in the upper half of the guidance range, the analysts said after the call with Dassen.
Jefferies analysts said it is likely that ASML’s average orders will be around 5.7 billion euros in the remaining three quarters of this year, pushing sales next year to 40 billion euros.
BIG BUCKS: Chairman Wei is expected to receive NT$34.12 million on a proposed NT$5 cash dividend plan, while the National Development Fund would get NT$8.27 billion Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), the world’s largest contract chipmaker, yesterday announced that its board of directors approved US$15.25 billion in capital appropriations for long-term expansion to meet growing demand. The funds are to be used for installing advanced technology and packaging capacity, expanding mature and specialty technology, and constructing fabs with facility systems, TSMC said in a statement. The board also approved a proposal to distribute a NT$5 cash dividend per share, based on first-quarter earnings per share of NT$13.94, it said. That surpasses the NT$4.50 dividend for the fourth quarter of last year. TSMC has said that while it is eager
‘IMMENSE SWAY’: The top 50 companies, based on market cap, shape everything from technology to consumer trends, advisory firm Visual Capitalist said Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) was ranked the 10th-most valuable company globally this year, market information advisory firm Visual Capitalist said. TSMC sat on a market cap of about US$915 billion as of Monday last week, making it the 10th-most valuable company in the world and No. 1 in Asia, the publisher said in its “50 Most Valuable Companies in the World” list. Visual Capitalist described TSMC as the world’s largest dedicated semiconductor foundry operator that rolls out chips for major tech names such as US consumer electronics brand Apple Inc, and artificial intelligence (AI) chip designers Nvidia Corp and Advanced
Saudi Arabian Oil Co (Aramco), the Saudi state-owned oil giant, yesterday posted first-quarter profits of US$26 billion, down 4.6 percent from the prior year as falling global oil prices undermine the kingdom’s multitrillion-dollar development plans. Aramco had revenues of US$108.1 billion over the quarter, the company reported in a filing on Riyadh’s Tadawul stock exchange. The company saw US$107.2 billion in revenues and profits of US$27.2 billion for the same period last year. Saudi Arabia has promised to invest US$600 billion in the US over the course of US President Donald Trump’s second term. Trump, who is set to touch
SKEPTICAL: An economist said it is possible US and Chinese officials would walk away from the meeting saying talks were productive, without reducing tariffs at all US President Donald Trump hailed a “total reset” in US-China trade relations, ahead of a second day of talks yesterday between top officials from Washington and Beijing aimed at de-escalating trade tensions sparked by his aggressive tariff rollout. In a Truth Social post early yesterday, Trump praised the “very good” discussions and deemed them “a total reset negotiated in a friendly, but constructive, manner.” The second day of closed-door meetings between US Secretary of the Treasury Scott Bessent, US Trade Representative Jamieson Greer and Chinese Vice Premier He Lifeng (何立峰) were due to restart yesterday morning, said a person familiar
RSS