Re:Intel exits memory business, sale to Hynix for $9B
by agumonkey on Tuesday October 20, 2020 @06:38AM
(#24835831)
Someone did remind us that TSMC relies on dutch machines for wafer productions. It's not china-skills-black-hole as one could think (I used to)
[ Parent
| on HN ]
Re:Intel exits memory business, sale to Hynix for $9B
by nabla9 on Tuesday October 20, 2020 @07:43AM
(#24836222)
ASML is currently the only maker of EUV lithography machines in the world. Each machine costs over $200 million.
TSMC, Samsugn, Intel are all relying on ASML.
Re:Intel exits memory business, sale to Hynix for $9B
by stefan_ on Tuesday October 20, 2020 @12:19PM
(#24839177)
Well that's okay, they also own parts of ASML.
Re:Intel exits memory business, sale to Hynix for $9B
by conradev on Tuesday October 20, 2020 @06:49AM
(#24835901)
also, the first T in TSMC stands for Taiwan, which is not China
Re:Intel exits memory business, sale to Hynix for $9B
by renw0rp on Tuesday October 20, 2020 @07:18AM
(#24836088)
Not for much longer
Re:Intel exits memory business, sale to Hynix for $9B
by kelnos on Tuesday October 20, 2020 @03:36PM
(#24841511)
Parent is being flippant here, but there's some truth to this. If we get into a Cold War with China (or, worse, a shooting war), China may attempt to forcibly re-unify Taiwan, and they have a pretty good chance of succeeding.
Re:Intel exits memory business, sale to Hynix for $9B
by monocasa on Tuesday October 20, 2020 @05:32PM
(#24842571)
Very true. However there's only a very slim chance that they'd get TSMC out of that. Taiwan has made it pretty clear that they'd rather destroy TSMC than let it fall into PRC hands. Since they don't have nukes, holding a large portion of the global semiconductor supply change hostage is a very large part of the power they wield geopolitically.
ironically, Taiwan falling to the PRC probably makes the US the inheritor of at least down to TSMC's 5nm node. That DoD backed foundry in Arizona then being orphaned would probably mean it either spins off as a US company or goes on the market in some backroom deal.
Re:Intel exits memory business, sale to Hynix for $9B
by iagovar on Tuesday October 20, 2020 @06:44AM
(#24835871)
If you trust the EU to prevent ASML end up in chinese hands, then you're trusting too much.
Re:Intel exits memory business, sale to Hynix for $9B
by yvdriess on Tuesday October 20, 2020 @08:42AM
(#24836608)
ASML is already banned by the Netherlands government to deal with China.
Re:Intel exits memory business, sale to Hynix for $9B
by ahartmetz on Tuesday October 20, 2020 @07:03AM
(#24835985)
ASML also relies on components and engineering from Trumpf for EUV light sources and Zeiss for optics, both German.
Re:Intel exits memory business, sale to Hynix for $9B
by baybal2 on Tuesday October 20, 2020 @07:12AM
(#24836051)
And Trumpf reliant on Chinese laser tubes, and Zeiss is reliant on Chinese contractors for a part of lens work they sell. And if somebody think the former is easy to replace, go and search for even a single 10kw tube sold without months long lead times.
Re:Intel exits memory business, sale to Hynix for $9B
by baybal2 on Tuesday October 20, 2020 @07:10AM
(#24836035)
TSMC makes wafers themselves, Dutch ASML is in scanner business, not wafer making machines.
Re:Intel exits memory business, sale to Hynix for $9B
by agumonkey on Tuesday October 20, 2020 @07:28AM
(#24836139)
I thought asml was manufacturers of EUV machines..
Re:Intel exits memory business, sale to Hynix for $9B
by the-dude on Tuesday October 20, 2020 @07:44AM
(#24836228)
They are called wafer-steppers and they transfer the design onto the wafer.
Actually making the wafer into proper chips is multi-multi-step proces ( like 50 - 100 steps ).
Re:Intel exits memory business, sale to Hynix for $9B
by baybal2 on Tuesday October 20, 2020 @07:51AM
(#24836275)
Stepper are not used on high end nodes for more than a decade. I believe anything 130nm, and lower uses a scanner.