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Re:Political Chips by aidenn0 on Wednesday August 03, 2022 @12:32PM (#32333861)
That is one of several reasons proposed in TFA; in particular TFA mentions TSMC's earlier investment in EUV being due to the guaranteed volume of smartphone chips.
Re:Political Chips by Throwawayaerlei on Wednesday August 03, 2022 @01:49PM (#32334826)
Did not read TFA and if it doesn't focus a lot on the 10 nm/Intel 7 botch it's not fine, but I've read TSMC's very roughly equivalent 7 nm node was also non-EUV but less aggressive than Intel's. And it succeeded unlike Intel, which then made it natural to start introducing in production EUV in their 7+ node. Here I suspect gaining real experience in chips delivered to customers trumps whatever volume you'll end up doing.
Re:Political Chips by sanxiyn on Wednesday August 03, 2022 @02:01PM (#32334973)
I very much doubt this. When EUV decision was made Intel was at the top of the world and had more volume than TSMC. As I understand Intel's reluctance was mostly about doubt whether ASML could deliver, and while ASML delivered I must say, even in retrospect, Intel's doubt was justified.