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.
Cairo’s new monorail slices across the city skyline, running above the familiar chaos of blaring horns and aging buses’ exhaust fumes that mark rush hour below. The US$4.5 billion monorail, opened this month, is among Egypt’s most prominent new transport projects, part of a debt-funded infrastructure drive criticized for sapping state finances while bringing limited benefits to most of the country’s 109 million people. “It feels like you’re in a different country,” said Ramy Sayed, a restaurant manager, aboard a driverless Innovia 300 train. “No noise, no traffic, we’re not used to this.” The eastern line runs 56km from the bustling middle-class
Starlux Airlines Co (星宇航空) today unveiled a long-haul network expansion plan at a shareholders’ meeting in Taipei, including direct flights to Barcelona, Spain, and Zurich, Switzerland, as well as a service connecting Taipei, Sydney and New Zealand. Starlux is to become the first Taiwanese carrier to offer non-stop services to the two European cities, while the inaugural oceanic route is expected to expand transit opportunities within the Australia-New Zealand market, Starlux said. Flight services to Chicago, Dallas, Washington and New York are under evaluation, the airline added. Prior to the shareholders’ meeting, the airline earlier this year announced that it would be
Taiwanese prosecutors suspect that three people successfully smuggled at least one shipment of Nvidia Corp artificial intelligence (AI) chips to China after first exporting them to Japan, people familiar with the matter said. The trio was detained last week by the Keelung District Prosecutors’ Office for allegedly falsifying documents related to exports of Super Micro Computer Inc servers containing advanced Nvidia chips, which the US has barred from sale to China without a license from Washington. The move marked Taiwan’s first public crackdown on AI chip diversion after years of pressure from the US to take a more active role in curtailing
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) employee bonuses are likely to grow more than 30 percent this year, in line with the past few years as the company’s profits continue to set new records, an anonymous source cited TSMC chairman C.C. Wei (魏哲家) as saying yesterday. TSMC, the world’s largest contract chipmaker, is committed to taking care of its workers, the source said, citing Wei’s meeting with employees yesterday morning. Wei also expressed gratitude to employees for their contribution to the company’s improving bottom line, the source added. Since 2023, TSMC’s employee bonuses have grown at an annual rate of
RSS